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Job Overview
Location
NerdWallet US
Job Type
Full-time
Category
Finance
Date Posted
March 23, 2026
Full Job Description
đź“‹ Description
- • As a Financial Analyst II at NerdWallet, you will play a meaningful role in supporting the corporate finance function by partnering with stakeholders across the business to help them understand financial performance, make informed decisions, and plan for the future. This role sits at the intersection of analysis, storytelling, and partnership—you’ll not only work with the numbers, but also help translate them into insights that drive action.
- • You will contribute to core FP&A processes including forecasting, budgeting, and long-range planning, while also supporting month-end close and ongoing financial reporting. You’ll build and maintain financial models, analyze trends and variances, and provide visibility into key performance indicators. Along the way, you’ll develop strong business partnership skills, gain exposure to senior stakeholders, and deepen your understanding of how finance supports a growing, dynamic company.
- • You’ll operate with moderate independence while learning from a supportive team that values curiosity, ownership, and continuous improvement. This role reports to the Director, Corporate Finance and is ideal for someone who enjoys solving problems, working cross-functionally, and continuing to grow their financial skillset in a collaborative and fast-paced environment.
- • Your day-to-day responsibilities will include partnering with stakeholders across assigned departments to support budgeting, forecasting, and expense management; building, maintaining, and improving financial models used for planning and decision-making; tracking and reporting on performance against KPIs, budgets, and forecasts, highlighting key variances and trends; preparing recurring financial reports and variance analyses, identifying risks and opportunities; translating financial data into clear, actionable insights for both finance and non-finance audiences; collaborating with Accounting during month-end close, including accruals and expense tracking; supporting annual planning cycles and periodic forecasts by compiling data, validating assumptions, and modeling scenarios; and contributing to improving financial processes, reporting, and systems with a focus on efficiency and scalability.
- • Success in this role looks like delivering accurate, timely, and reliable financial analysis that stakeholders trust; building strong cross-functional relationships and becoming a valued thought partner to the teams you support; proactively identifying trends, risks, and opportunities, and communicating them clearly; proactively leveraging AI and automation to streamline workflows, improve accuracy, and focus your time on higher-impact analysis and insights; managing competing priorities effectively and consistently meeting deadlines without sacrificing quality; demonstrating strong attention to detail while maintaining a clear view of the bigger picture; taking ownership of your work, asking thoughtful questions, and continuously improving your skills and processes; and being open to feedback, eager to learn, and actively contributing to a collaborative team environment.
- • You will have the opportunity to grow your expertise in financial planning and analysis, gain exposure to senior leadership, and develop strategic thinking skills that are essential for advancing in corporate finance. NerdWallet’s commitment to employee development means you’ll be supported in pursuing certifications, attending training, and taking on stretch assignments that align with your career goals.
- • The company fosters a collaborative and flexible environment where team members are empowered to grow, take thoughtful risks, and contribute meaningfully. Whether remote or in-office, NerdWallet supports how you work most effectively and invests in your development, well-being, and ability to deliver impact.
🎯 Requirements
- • Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field
- • 3+ years of experience in financial planning & analysis, corporate finance, accounting, or related analytical roles
- • Strong proficiency in financial modeling and Excel / Google Sheets
- • Experience supporting budgeting and forecasting processes
- • Experience analyzing financial statements, including P&L, variance analysis, and accruals
- • Strong analytical thinking, attention to detail, and problem-solving skills
- • Effective written and verbal communication skills, including the ability to present financial information clearly
- • Demonstrated ability to manage multiple priorities and meet deadlines
🏖️ Benefits
- • Industry-leading medical, dental, and vision health care plans for employees and their dependents
- • Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown
- • 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 after 5 years 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 (Only remote Nerds are eligible for the Wifi Stipend)
- • Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)
- • 401K with 4% 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
- • 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
- • Take 8 hours of volunteer time off per quarter and donate to your favorite causes with a company match
Skills & Technologies
Remote
Degree Required
About NerdWallet, Inc.
NerdWallet, Inc. is a San Francisco–based personal finance company that operates an online platform offering comparison tools, editorial reviews, and educational content for credit cards, mortgages, loans, insurance, banking, and investing products. Founded in 2009, it generates revenue through lead generation and referral fees when users select financial products from partner institutions. The company serves U.S. consumers seeking independent guidance to optimize financial decisions and is publicly traded on the Nasdaq under the ticker NRDS.
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