NerdWallet is seeking a Staff-level Finance expert to join our FP&A team. This strategic, analytical, and business-savvy leader will partner with high-performing verticals to drive financial planning, forecasting, and business analysis. They will deliver actionable, data-backed insights that enhance revenue, improve operational efficiency, and inform long-term strategy while thriving in a fast-paced, high-growth fintech environment.

In this role, you’ll be the primary FP&A thought partner to a high-performing vertical, delivering strategic insights that drive revenue growth and efficiency. You’ll own performance reporting, lead financial planning and scenario modeling, and provide real-time insights to guide decision-making. You’ll drive the cadence of business reviews and develop models that support pricing, monetization, and investment strategies. Partnering cross-functionally, you’ll evaluate new opportunities, optimize resources, and assess ROI—ensuring finance is embedded in both day-to-day operations and long-term strategy.

Where you can make an impact:

• Highly analytical and intellectually curious, with a bias for action and comfort operating in ambiguity and change.

• A strategic thought partner who can bridge the gap between data and business strategy to drive results.

• Proactive, responsive, and solutions-oriented, anticipating leadership’s needs and delivering insights before they ask.

• A data-driven problem solver with deep expertise in financial modeling, forecasting, and business performance tracking.

• A strong communicator and influencer, able to translate complex financial analyses into clear and compelling recommendations for both technical and non-technical audiences.

• Highly adaptable and agile professional, comfortable navigating a fast-paced, dynamic business environment.

• Collaborative and business-minded, working seamlessly across functions to align finance with operational and strategic goals.

• Own strategic resource allocation to maximize ROI and ensure alignment with company priorities.

• Strong relationships with business partners, fostering trust and alignment.

• Raise and reinforce execution standards, ensuring all outputs meet a high bar for quality, impact, and clarity.

Your experience:

• 7+ years of experience in high-intensity, high-accountability environments such as a high-growth startup, private equity, investment banking, or management consulting

• 2+ years leading or managing financial/business performance reporting cycles (weekly/monthly/quarterly).

• 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.) is a plus.

• Bachelor’s degree in Finance, Economics, Mathematics, Business, or a related quantitative field.

Preferred Qualifications (Bonus Points):

• Experience with SQL

• Looker experience highly desirable

Where:

• 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.

What we offer:

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 – 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

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 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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