Financial Analyst II (Corporate Finance)

At NerdWallet, our mission is to bring clarity to consumers’ financial decisions. Achieving this requires a strong team of finance professionals who can provide accurate insights, support strategic decision-making, and drive operational discipline. We foster a collaborative and flexible environment where team members are empowered to grow, take thoughtful risks, and contribute meaningfully. Whether remote or in-office, we support how you work most effectively and invest in your development, well-being, and ability to deliver impact.

As a Financial Analyst II, you’ll play a meaningful role in supporting NerdWallet’s corporate finance function. You’ll partner closely with stakeholders across the business to help them understand their financial performance, make informed decisions, and plan for the future. This role sits at the intersection of analysis, storytelling, and partnership—you’ll not only work with the numbers, but also help translate them into insights that drive action.

In this role, you’ll contribute to core FP&A processes including forecasting, budgeting, and long-range planning, while also supporting month-end close and ongoing financial reporting. You’ll build and maintain financial models, analyze trends and variances, and provide visibility into key performance indicators. Along the way, you’ll develop strong business partnership skills, gain exposure to senior stakeholders, and deepen your understanding of how finance supports a growing, dynamic company.

This is an ideal opportunity for someone who enjoys solving problems, working cross-functionally, and continuing to grow their financial skillset in a collaborative and fast-paced environment. You’ll operate with moderate independence, while also learning from a supportive team that values curiosity, ownership, and continuous improvement.

This role reports to the Director, Corporate Finance.

• Partner with stakeholders across assigned departments to support budgeting, forecasting, and expense management

• Build, maintain, and improve financial models used for planning and decision-making

• Track and report on performance against KPIs, budgets, and forecasts, highlighting key variances and trends

• Prepare recurring financial reports and variance analyses, identifying risks and opportunities

• Translate financial data into clear, actionable insights for both finance and non-finance audiences

• Collaborate with Accounting during month-end close, including accruals and expense tracking

• Support annual planning cycles and periodic forecasts by compiling data, validating assumptions, and modeling scenarios

• Contribute to improving financial processes, reporting, and systems with a focus on efficiency and scalability

• You deliver accurate, timely, and reliable financial analysis that stakeholders trust

• You build strong cross-functional relationships and become a valued thought partner to the teams you support

• You proactively identify trends, risks, and opportunities, and communicate them clearly

• You proactively leverage AI and automation to streamline workflows, improve accuracy, and focus your time on higher-impact analysis and insights

• You manage competing priorities effectively and consistently meet deadlines without sacrificing quality

• You demonstrate strong attention to detail while maintaining a clear view of the bigger picture

• You take ownership of your work, ask thoughtful questions, and continuously improve your skills and processes

• You are open to feedback, eager to learn, and actively contribute to a collaborative team environment

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field

• 3+ years of experience in financial planning & analysis, corporate finance, accounting, or related analytical roles

• Experience supporting budgeting and forecasting processes

• Strong proficiency in financial modeling and Excel / Google Sheets

• Experience analyzing financial statements, including P&L, variance analysis, and accruals

• Strong analytical thinking, attention to detail, and problem-solving skills

• Effective written and verbal communication skills, including the ability to present financial information clearly

• Demonstrated ability to manage multiple priorities and meet deadlines

• 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.

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:

• E-Verify Participation Poster (English+Spanish/Español)

• Right to Work Poster (English) / (Spanish/Español) 

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