Senior Financial Analyst II

Summary

Join NerdWallet's Corporate Finance team as a Senior Financial Analyst II and contribute to shaping our financial future. You will manage budgeting, forecasting, and financial modeling processes, impacting strategic decisions. Responsibilities include preparing reports, analyzing data, partnering with cost center leads, and improving processes. The ideal candidate possesses a Bachelor's degree in a related field, 5+ years of relevant experience, proficiency in Excel and financial planning software, and strong analytical skills. NerdWallet offers a remote work environment and a comprehensive benefits package, including health insurance, paid time off, parental leave, and various wellness programs.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 5+ years of experience in financial analysis, budgeting, and forecasting, preferably in fintech or a technology-driven company
• Proficiency in Excel and Google Docs Suite, including pivot tables, vLookups, Index Matching, and macros
• Experience with financial planning software such as Host Analytics, Hyperion, or Oracle
• Strong analytical skills with the ability to draw insights from data and communicate findings effectively
• Experience managing P&L line items, including revenue and OPEX forecasts and budgets
• Proactive problem solver who aligns solutions with consumer, company, and team priorities
• Collaborative and communicative, able to work effectively across teams and levels of leadership
• Detail-oriented with a commitment to accuracy and continuous improvement

Responsibilities

• Manage Revenue and/or OPEX forecast and budget models
• Prepare monthly budget vs. actual (BvA) reports, identify risks and opportunities, and conduct variance analysis for meetings with cost center leads
• Load forecast scenarios into financial planning systems, build templates, and run queries using tools like Pigment, Looker and Oracle
• Analyze and recap data insights at an audience-appropriate level to inform decision-making
• Partner with cost center leads to provide accurate forecasts, budgets, and financial recommendations
• Anticipate evolving needs of business partners, exercising judgment to recommend and implement process improvements
• Escalate issues with recommended solutions while reprioritizing workload as needed
• Analyze and improve upon past processes and experiences to drive operational efficiency and workflow accuracy
• Collaborate with managers to coach Financial Analysts, share best practices, and enhance team capabilities
• Develop and refine operational processes to support better financial planning and reporting
• Prepare and analyze budgets, forecasts, and financial models with a focus on identifying trends, risks, and opportunities
• Proactively attempt to solve problems in the best interests of the consumer, the company, and the team
• Partner with leadership to implement insights into strategic initiatives and long-term financial planning

Preferred Qualifications

MBA, CFA, CPA designation

Benefits

• Industry-leading medical, dental, and vision health care plans for employees and their dependents
• Rejuvenation Policy – Vacation Time Off + 11 holidays + 4 Mental Health Days Off
• 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 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
• Work from home equipment stipend and co-working space subsidy
• 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
• 401K with 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
• Remote (based in the U.S.)