Senior Financial Analyst I

At NerdWallet, we’re on a mission to bring clarity for 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.

As a Senior Financial Analyst I reporting to our Director, Finance, you’ll serve as a strategic thought partner to your vertical, helping translate data into clear, actionable insights that guide smarter business decisions. You’ll lead financial planning and modeling efforts, manage the vertical’s budget in close partnership with General Managers, and track performance against key KPIs to ensure alignment with NerdWallet’s annual plan. By proactively identifying risks and opportunities, you’ll help optimize investments, improve expense management, and shape the financial narrative that fuels sustainable growth.

This role is highly collaborative and influential. You’ll work cross-functionally within your vertical and alongside the broader Finance team, applying strong finance and accounting principles to solve complex business challenges and support informed decision-making. With a high degree of ownership, you’ll lead projects and initiatives with minimal oversight, contribute meaningfully to strategic discussions, and elevate outcomes through thoughtful modeling and analysis. You’ll also share your expertise by mentoring teammates, guiding colleagues on financial best practices, and supporting onboarding and learning opportunities—strengthening both the team and the impact we deliver together.

• Establishing KPI, tracking and monitoring new metrics

• Spearheading integration of newly acquired business

• Identify and propose performance improvement opportunities that drive efficiency and growth.

• Participate in brainstorming sessions, leadership discussions, and industry events to stay ahead of market trends and innovation.

• Serve as the primary finance partner to your assigned vertical(s), leading scenario modeling and delivering actionable insights that inform strategic and operational decision-making.

• Monitor performance against KPIs, annual plans, and budgets, proactively identifying risks and opportunities and recommending data-driven solutions.

• Oversee budget management across expense categories and departments, ensuring thoughtful resource allocation, accurate forecasting, and close partnership with Accounting during month-end close.

• Play a key role in the development and execution of annual operating plans, connecting financial insights to broader company strategy and long-term growth objectives.

• Enhance and maintain financial reporting tools and infrastructure, equipping business leaders with clear visibility into P&L performance and drivers of variance.

• 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

• Proven ability to identify and communicate business opportunities, risks, and insights in a fast-moving environment

• Experience in revenue analytics, margin analysis, and strategic financial planning

• Outstanding G-Suite (or Excel and PowerPoint skills); familiarity with FP&A tools (Pigment, Anaplan, etc.) and Looker

• 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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