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Lead Financial Analyst II

2 months ago

San Francisco, California, United States NerdWallet, Inc. Full time

About Us: At NerdWallet, we are dedicated to financial excellence. Our team meticulously analyzes the company's financial data, from profitability to forecasting.

Position Overview: We are seeking a proactive and detail-oriented Senior Financial Analyst II to enhance our expanding finance department. This role involves active participation in the Corporate FP&A function, focusing on crafting financial forecasts and models that enable informed decision-making and effective resource allocation.

Key Responsibilities:

  • Lead the development of corporate financial forecasts and overall financial outlook.
  • Evaluate financial opportunities and risks, analyze business metric trends, and assist in reporting to management and the Board of Directors.
  • Collaborate with the FP&A team to support the monthly and quarterly closing processes, as well as annual and strategic planning.
  • Act as a financial partner to G&A departments, aiding in monthly forecasting and annual planning while providing strategic financial insights for departmental projects.
  • Support the Investor Relations team through real-time and quarterly analysis of financial and non-financial trends.
  • Maintain our long-term financial model to ensure alignment with key strategic objectives.
  • Deliver actionable recommendations to senior management based on thorough financial analysis.
  • Ensure adherence to financial regulations and internal controls while contributing to process enhancements.

Qualifications:

We understand that not every candidate will meet all the criteria. If you resonate with most of the qualifications below and are enthusiastic about the opportunity to grow, we encourage you to apply.

  • Exceptional attention to detail and a commitment to high-quality, accurate work.
  • Proficient in Microsoft Excel and PowerPoint or Google Sheets and Slides.
  • Strong time management, prioritization, and organizational skills.
  • Desire to build complex financial models.
  • Able to collaborate across departments and levels to resolve issues and achieve outcomes.
  • Familiarity with US GAAP.
  • 5+ years of experience in a finance-related role.
  • Experience in forecasting and maintaining financial models.
  • Knowledge of financial systems (e.g., Pigment, Oracle ERP, or similar).
  • Possession of CPA and/or CFA designations is preferred.

Work Environment:

  • This role offers flexibility for remote work.
  • NerdWallet provides benefits and perks to support the well-being of our employees and their families.

Benefits:

  • Comprehensive medical, dental, and vision insurance for employees and their dependents.
  • New Parent Leave for employees welcoming a newborn or adopting a child.
  • Mental health support through Headspace.
  • Financial wellness guidance and access to a Certified Financial Planner (CFP).
  • Paid sabbatical for personal growth and development.
  • Health and Dependent Care FSA and HSA plans with company contributions.
  • Wellness programs including virtual fitness classes and mindfulness sessions.
  • Monthly stipends for wellness, cell phone, and internet expenses.

Company Culture:

  • Engagement in community initiatives and employee resource groups.
  • Opportunities for team-building events and company-wide celebrations.
  • Support for charitable donations with company matching.

Future Planning:

  • 401K plan with company matching.
  • Annual stipend for professional development.
  • Access to innovative financial products and tools.

NerdWallet is committed to building a diverse workforce and is proud to be an equal opportunity employer. We prohibit discrimination and harassment based on any characteristic protected by applicable law, ensuring all qualified applicants receive fair consideration for employment.