4 months ago

Senior Financial Analyst I

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Senior Financial Analyst I will partner with vertical leaders to translate data into actionable insights, lead financial planning and modeling, and manage budgets and KPIs to support NerdWallet’s annual plan and strategic growth. The role emphasizes cross-functional collaboration, ownership of projects, and mentoring teammates while optimizing investments and expenses.

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Finance & Accounting

Key Responsibilities

•Lead financial planning and modeling efforts for the vertical, translating data into actionable insights to guide decisions
•Manage the vertical’s budget in close partnership with General Managers and monitor performance against KPIs and annual plans
•Oversee budget management across expense categories and departments, ensuring accurate forecasting and collaboration with Accounting during month-end close
•Develop and execute annual operating plans and connect financial insights to broader company strategy
•Mentor teammates, share expertise on financial practices, and support onboarding and learning opportunities

Pay and Benefits

Salary: USD 92,000 - 150,000 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVision401kWifi Stipend

Key Requirements

•Bachelor’s Degree in Finance, Accounting, Economics, Business Administration, or a related field
•5+ years of financial planning and analysis with a proven track record in business partnering
•Prior experience in financial analysis, strategic and financial planning, building and maintaining financial models, and financial systems
•Strong financial modeling, forecasting, and scenario analysis experience
•Experience in revenue analytics, margin analysis, and strategic financial planning

Experience:5+ yearsFintech

Education:Bachelor's

Skills:CommunicationLeadershipProblem-solving

Languages:English

Tech Stack:ExcelPowerPointLookerPigmentAnaplanG Suite

Company Brief

NerdWallet

NerdWallet provides personal finance guidance, comparison tools, and financial product recommendations (credit cards, mortgages, insurance, loans) to help consumers and small businesses make informed money decisions via content, calculators, and advisory services.

Industry: Publishing

Company Size: Large (251 to 1,000 employees)

Revenue: USD 500M to 1B

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: San Francisco, United States

Founded: 2009

Glassdoor: 3.5

Website LinkedIn Glassdoor

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NerdWallet

4 months ago

Senior Financial Analyst I

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Finance & Accounting

Key Responsibilities

•Lead financial planning and modeling efforts for the vertical, translating data into actionable insights to guide decisions
•Manage the vertical’s budget in close partnership with General Managers and monitor performance against KPIs and annual plans
•Oversee budget management across expense categories and departments, ensuring accurate forecasting and collaboration with Accounting during month-end close
•Develop and execute annual operating plans and connect financial insights to broader company strategy
•Mentor teammates, share expertise on financial practices, and support onboarding and learning opportunities

Pay and Benefits

Salary: USD 92,000 - 150,000 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVision401kWifi Stipend

Key Requirements

•Bachelor’s Degree in Finance, Accounting, Economics, Business Administration, or a related field
•5+ years of financial planning and analysis with a proven track record in business partnering
•Prior experience in financial analysis, strategic and financial planning, building and maintaining financial models, and financial systems
•Strong financial modeling, forecasting, and scenario analysis experience
•Experience in revenue analytics, margin analysis, and strategic financial planning

Experience:5+ yearsFintech

Education:Bachelor's

Skills:CommunicationLeadershipProblem-solving

Languages:English

Tech Stack:ExcelPowerPointLookerPigmentAnaplanG Suite

Company Brief

NerdWallet

Industry: Publishing

Company Size: Large (251 to 1,000 employees)

Revenue: USD 500M to 1B

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: San Francisco, United States

Founded: 2009

Glassdoor: 3.5

Website LinkedIn Glassdoor