Senior Financial Analyst I

About the role

Serve as the primary finance partner to your assigned vertical(s), leading scenario modeling and delivering actionable insights that inform strategic and operational decision-making.
Monitor performance against KPIs, annual plans, and budgets, proactively identifying risks and opportunities and recommending data-driven solutions.
Oversee budget management across expense categories and departments, ensuring thoughtful resource allocation, accurate forecasting, and close partnership with Accounting during month-end close.
Play a key role in the development and execution of annual operating plans, connecting financial insights to broader company strategy and long-term growth objectives.
Enhance and maintain financial reporting tools and infrastructure, equipping business leaders with clear visibility into P&L performance and drivers of variance.

Responsibilities

• Establish KPIs, track and monitor new metrics
• Spearhead integration of newly acquired business
• Identify and propose performance improvement opportunities that drive efficiency and growth
• Participate in brainstorming sessions, leadership discussions, and industry events to stay ahead of market trends and innovation

Requirements

• Bachelor’s Degree in Finance, Accounting, Economics, Business Administration, or a related field
• 5+ years of financial planning and analysis with a proven track record in business partnering
• Prior experience in financial analysis, strategic and financial planning, building and maintaining financial models, and financial systems
• Strong financial modeling, forecasting, and scenario analysis experience
• Proven ability to identify and communicate business opportunities, risks, and insights in a fast-moving environment
• Outstanding G-Suite (or Excel and PowerPoint skills); familiarity with FP&A tools (Pigment, Anaplan, etc.) and Looker

Qualifications

• Remote (based in the U.S.)
• 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 – 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)

Skills

• Outstanding G-Suite (or Excel and PowerPoint skills)
• Familiarity with FP&A tools (Pigment, Anaplan, etc.) and Looker

Benefits

• 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 – 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)

Pay

• Industry-leading compensation package

Schedule

• Remote (based in the U.S.)