Senior Financial Analyst

NerdWallet

San Francisco (CA)

On-site

USD 90,000 - 130,000

Full time

4 days ago

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Benefits offered by this job

401K with company match

Remote work stipend

Health benefits

Job summary

NerdWallet is seeking a Senior Financial Analyst to partner with growth verticals, lead forecasting, modeling, and KPI analysis, and translate data into actionable insights that support strategic decisions.

You’ll collaborate with Product, Marketing, and Operations to improve forecasting accuracy and drive efficient resource allocation. This remote US-based role reports to Staff, Finance and offers strong growth opportunities and comprehensive benefits.

Qualifications

Bachelor’s degree required in a quantitative field.
4–6 years in FP&A, corporate finance, or analytical finance roles.
Advanced financial modeling and forecasting experience.

Responsibilities

Serve as the primary finance partner for growth verticals and support strategic planning.
Own the financial forecast for assigned areas, including revenue and OpEx.
Develop and maintain financial models for scenario planning and new initiatives.
Prepare monthly/quarterly financial packages with variance analyses and summaries.
Monitor KPIs and identify risks/opportunities to improve performance.
Partner with Product, Marketing, Operations to assess financial impact of initiatives.
Drive process improvements to enhance efficiency and resource allocation.
Explain complex financial concepts to non-financial stakeholders.
Improve forecasting methodologies and reporting tools.

Skills

Analytical thinking

Financial modeling

Forecasting

Cross-functional partnering

Excel/Sheets

Communication skills

Education

Bachelor's degree in Finance/Accounting/Economics/Business

Tools

SQL

Looker/Tableau

Adaptive Planning/Anaplan

Job description

At NerdWallet, we’re on a mission to bring clarity to all of life’s financial decisions and every great mission needs a team of exceptional Nerds. We’ve built an inclusive, flexible, and candid culture where you’re empowered to grow, take smart risks, and be unapologetically yourself (cape optional). Whether remote or in-office, we support how you thrive best. We invest in your well-being, development, and ability to make an impact because when one Nerd levels up, we all do.

The Senior Financial Analyst serves as the primary finance partner for one or more growth verticals, providing strategic financial guidance that enables business leaders to make informed decisions. This role owns forecasting, financial modeling, performance reporting, and KPI analysis while translating complex financial data into actionable insights. By proactively identifying risks, opportunities, and operational improvements, this role helps drive sustainable growth and efficient resource allocation across the business.

You are a trusted finance partner who collaborates closely with cross-functional business leaders to influence strategic decision-making through financial analysis and insights. You operate independently, balancing analytical rigor with business acumen, and proactively identify opportunities to improve financial performance. You build strong partnerships across Finance and the business while driving accountability through data-driven recommendations.

This role reports to the Staff, Finance.

Where you can make an impact:

Serve as the primary finance partner for assigned growth verticals, partnering directly with business leaders to support strategic planning, investment decisions, and business performance.
Own the financial forecast for assigned business areas, including revenue and operating expense projections, while continuously improving forecast accuracy.
Develop, maintain, and enhance financial models to support scenario planning, pricing analyses, investment decisions, and evaluation of new business initiatives.
Prepare monthly and quarterly financial reporting packages, including variance analyses, executive summaries, and recommendations that clearly communicate key business drivers.
Monitor and analyze key business and financial performance indicators, proactively identifying emerging risks and opportunities before they materially impact results.
Partner cross-functionally with Product, Marketing, Operations, and other business teams to evaluate financial implications of strategic initiatives and support data-driven decision-making.
Identify opportunities to improve operational efficiency, resource allocation, and business performance through financial analysis and process improvements.
Communicate complex financial concepts to non-financial stakeholders, enabling leaders to make informed strategic decisions.
Continuously improve forecasting methodologies, reporting processes, and analytical tools to increase efficiency and enhance decision support.

Your experience:

Bachelor's degree in Finance, Accounting, Economics, Business, or a related quantitative field.
4-6 years of progressive experience in Financial Planning & Analysis, Corporate Finance, Investment Banking, Consulting, or other highly analytical finance roles.
Advanced financial modeling and forecasting experience with demonstrated ability to build scalable models for business planning and scenario analysis.
Strong analytical and problem-solving skills with the ability to synthesize complex data into actionable business insights.
Experience owning budgeting, forecasting, and monthly financial reporting processes.
Proven ability to influence business decisions through data-driven recommendations and strong cross-functional partnerships.
Excellent verbal and written communication skills, including the ability to present financial insights to senior business stakeholders.
Advanced proficiency with Microsoft Excel and/or Google Sheets.
Experience working with financial reporting systems and business intelligence tools.
Demonstrated ability to work independently, prioritize effectively, and thrive in an ambiguous, fast-paced environment.
Strong attention to detail while maintaining focus on broader business objectives.

Preferred Qualifications:

Experience supporting high-growth technology or fintech organizations.
Experience partnering with Product, Marketing, or Growth organizations.
Experience with SQL, Looker, Tableau, or other business intelligence and data visualization tools.
Experience with Adaptive Planning, Anaplan, or similar FP&A platforms.
Demonstrated experience improving financial planning processes through automation or process optimization.

Where:

This role will be remote (based in the U.S.).
We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.

What we offer:

Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)

Industry-leading medical, dental, and vision health care plans for employees and their dependents
Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown
New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care
Mental health support
Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests
Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution
Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)
Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)

Have Some Fun! (Nerds are fun, too)

Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities
Hackathons and team events across all teams and departments
Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction
Our Nerds love to make an impact by paying it forward – Take 8 hours of volunteer time off per quarter and donate to your favorite causes with a company match

Plan for your future (And when you retire on your island, remember the little people)

401K with 4% company match
Be the first to test and benefit from our new financial products and tools
Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar
Disability and Life Insurance with employer-paid premiums

If you are based in California, we encourage you to read this important information for California residents linked here.

NerdWallet is committed to pursuing and hiring a diverse workforce and is proud to be an equal opportunity employer. We prohibit discrimination and harassment on the basis of any characteristic protected by applicable federal, state, or local law, so all qualified applicants will receive consideration for employment.

NerdWallet will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and the San Francisco Fair Chance Act, which requires this notice, as well as the Los Angeles Fair Chance Act, which requires this notice.

NerdWallet participates in the Department of Homeland Security U.S. Citizenship and Immigration Services E-Verify program for all US locations. For more information, please see: