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Lead Financial Strategist II

2 months ago

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

About the Role: At NerdWallet, we are dedicated to financial excellence. Our finance team plays a crucial role in synthesizing the company's financial data, from revenue analysis to future projections.

Location: This position can be performed remotely within the U.S. or based in San Francisco, CA.

We are seeking a proactive and detail-oriented Senior Financial Analyst II to contribute to our expanding finance department. This role is integral to our Corporate Financial Planning and Analysis (FP&A) team, focusing on crafting financial forecasts and models that guide the organization in strategic decision-making and resource allocation.

Key Responsibilities:

  • Lead the creation of NerdWallet's corporate financial forecast and overall financial strategy.
  • Evaluate financial opportunities and risks, analyze key business metrics, and assist in reporting to management and the Board of Directors.
  • Collaborate with the FP&A team to facilitate the monthly and quarterly financial close processes, as well as annual strategic planning efforts.
  • Act as a financial partner to General and Administrative departments, aiding in monthly forecasts and annual planning while providing strategic financial guidance for departmental projects.
  • Support the Investor Relations team with real-time and quarterly analyses of financial and operational trends.
  • Maintain our long-term financial model to ensure alignment with strategic objectives.
  • Deliver actionable insights and recommendations to senior leadership based on comprehensive 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 qualifications. If you possess most of the following attributes and are eager to grow, we encourage you to consider this opportunity:

  • Exceptional attention to detail and a commitment to high-quality work.
  • Proficiency in Microsoft Excel and PowerPoint or Google Sheets and Slides.
  • Strong organizational, prioritization, and time management skills.
  • Desire to develop complex financial models.
  • Ability to collaborate across departments to address challenges and achieve outcomes.
  • Familiarity with US GAAP.
  • 5+ years of experience in a financial role.
  • Experience in forecasting and maintaining financial models.
  • Knowledge of financial systems (e.g., Pigment, Oracle ERP, or similar).
  • CPA and/or CFA certifications are preferred.

What We Offer:

At NerdWallet, we believe in a balanced work-life approach:

  • Comprehensive medical, dental, and vision insurance for employees and their families.
  • Parental leave for new parents.
  • Mental health resources through Headspace.
  • Financial wellness support, including access to a Certified Financial Planner (CFP).
  • Paid sabbaticals for personal development and rejuvenation.
  • Flexible spending accounts (FSA) and health savings accounts (HSA) with company contributions.
  • Wellness programs including virtual fitness classes and mindfulness sessions.
  • Monthly stipends for wellness, cell phone, and internet expenses.

We are committed to fostering a diverse workforce and are 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.