This individual serves as a strategic, analytical, and business-savvy finance leader, providing trusted thought partnership to one of our largest and highest-performing verticals. They drive financial planning, forecasting, and strategic business analysis, ensuring leadership has the insights needed to optimize performance and unlock new growth opportunities. They collaborate closely with GMs, Finance, Marketing, Product, and Operations teams to deliver data-backed insights that improve revenue performance, operational efficiency, and long-term strategic planning.
Key Initiatives & Growth Impact
Contribute to one of NerdWallet's largest and fastest growing verticals.
Own and enhance financial and operational reporting to drive strategic decision-making.
Optimize capital allocation by collaborating with performance marketers, engineering, and General Managers to maximize ROI.
High-Visibility Cross-Functional Projects
Partner with business development to negotiate new contracts and pricing strategies.
Build 0→1 business cases and develop robust financial models to support new initiatives.
Identify and propose performance improvement opportunities that drive efficiency and growth.
Strategic Discussions & Industry Engagement
Participate in brainstorming sessions, leadership discussions, and industry events to stay ahead of market trends and innovation.
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
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.
5+ years of experience in FP&A, strategic finance, business analytics, or management consulting, preferably with experience supporting a high-performing business unit or vertical.
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.
MBA or CFA preferred.
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 – 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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