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Sundayy

Financial Analyst II

united states / Posted
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About The Company

NerdWallet is dedicated to empowering consumers by providing clarity and transparency in financial decision-making. Our mission is to deliver accurate, insightful, and accessible financial information that helps individuals make informed choices about their personal finances. We foster a collaborative and inclusive environment where innovation, growth, and continuous learning are prioritized. Whether working remotely or in-office, we support our team members’ well-being, development, and ability to make a meaningful impact. Our commitment to diversity, equity, and inclusion is integral to our culture, ensuring that all employees feel valued and empowered to contribute their unique perspectives.

About The Role

We are seeking a detail-oriented and proactive Financial Analyst II to join our Corporate Finance team. In this role, you will be instrumental in supporting our financial planning and analysis (FP&A) functions, including budgeting, forecasting, and long-range planning. You will work closely with cross-functional stakeholders to analyze financial data, build and maintain financial models, and provide actionable insights that influence strategic decisions. This position offers the opportunity to develop strong business partnership skills, gain exposure to senior leadership, and deepen your understanding of how finance drives growth and operational efficiency within a dynamic organization. You will operate with a moderate level of independence, contributing to process improvements and leveraging technology to enhance reporting accuracy and efficiency.

Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field
  • 3+ years of experience in financial planning & analysis, corporate finance, or related analytical roles
  • Proficiency in financial modeling and advanced Excel/Google Sheets skills
  • Experience analyzing financial statements, including P&L, variance analysis, and accruals
  • Strong analytical thinking, problem-solving, and attention to detail
  • Excellent written and verbal communication skills, with the ability to present complex financial data clearly
  • Experience supporting budgeting and forecasting processes
  • Ability to manage multiple priorities and meet deadlines effectively

Responsibilities

  • Partner with stakeholders across departments to support budgeting, forecasting, and expense management initiatives
  • Develop, maintain, and enhance financial models used for planning and decision-making purposes
  • Track and report on key performance indicators (KPIs), budgets, and forecasts, identifying variances and trends
  • Prepare recurring financial reports and conduct variance analyses to highlight risks and opportunities
  • Translate financial data into clear, actionable insights for both finance and non-finance audiences
  • Collaborate with the Accounting team during month-end close activities, including accruals and expense tracking
  • Support annual planning cycles and periodic forecasts by compiling data, validating assumptions, and modeling scenarios
  • Contribute to the continuous improvement of financial processes, reporting systems, and automation initiatives

Benefits

  • Industry-leading medical, dental, and vision health care plans for employees and dependents
  • Flexible vacation policy, including 11 holidays and company shutdown periods
  • New Parent Leave for employees welcoming a new child through birth, adoption, or foster care
  • Mental health support programs
  • Paid sabbatical after five years of service for personal and professional growth
  • Health and Dependent Care FSA and HSA plans with company contributions
  • Monthly stipends for wellness, cell phone, and Wi-Fi (remote employees only)
  • Work from home equipment stipend and co-working space subsidy (remote employees only)
  • Employee resource groups and company-wide events fostering community and inclusion
  • Paid volunteer time off and charitable donation matching programs
  • Retirement savings plan with a 4% company match
  • Access to financial wellness resources, including guidance and unlimited Certified Financial Planner (CFP) consultations
  • Employer-paid disability and life insurance coverage

Equal Opportunity

NerdWallet is an equal opportunity employer committed to fostering a diverse and inclusive workplace. We prohibit discrimination and harassment based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other characteristic protected by applicable law. We welcome applicants from all backgrounds and are dedicated to providing a fair and equitable hiring process. Qualified applicants with a criminal history will be considered in accordance with the California Fair Chance Act, San Francisco Fair Chance Ordinance, and Los Angeles Fair Chance Act. We participate in the Department of Homeland Security’s E-Verify program to confirm employment eligibility.