NerdWallet

Staff, Finance (FP&A)

Los Angeles, California, United States

$115,000 – $213,000Compensation
Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
FintechIndustries

Staff FP&A Partner

Salary: $115K - $213K Employment Type: Full-Time Location Type: Remote (U.S. Based)

Position Overview

NerdWallet is seeking a Staff-level Finance expert to join our FP&A team. This strategic, analytical, and business-savvy leader will partner with high-performing verticals to drive financial planning, forecasting, and business analysis. They will deliver actionable, data-backed insights that enhance revenue, improve operational efficiency, and inform long-term strategy while thriving in a fast-paced, high-growth fintech environment.

In this role, you’ll be the primary FP&A thought partner to a high-performing vertical, delivering strategic insights that drive revenue growth and efficiency. You’ll own performance reporting, lead financial planning and scenario modeling, and provide real-time insights to guide decision-making. You’ll drive the cadence of business reviews and develop models that support pricing, monetization, and investment strategies. Partnering cross-functionally, you’ll evaluate new opportunities, optimize resources, and assess ROI—ensuring finance is embedded in both day-to-day operations and long-term strategy.

Where You Can Make an Impact

  • Highly analytical and intellectually curious, with a bias for action and comfort operating in ambiguity and change.
  • 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 for both technical and non-technical audiences.
  • 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.
  • Own strategic resource allocation to maximize ROI and ensure alignment with company priorities.
  • Build strong relationships with business partners, fostering trust and alignment.
  • Raise and reinforce execution standards, ensuring all outputs meet a high bar for quality, impact, and clarity.

Your Experience

  • 7+ years of experience in high-intensity, high-accountability environments such as a high-growth startup, private equity, investment banking, or management consulting.
  • 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.

Preferred Qualifications (Bonus Points)

  • Experience with SQL
  • Looker experience highly desirable

What We Offer

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:
    • 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.

Skills

Financial Planning
Forecasting
Business Analysis
Financial Modeling
Performance Tracking
Data Analysis
Strategic Planning
Pricing Strategies
Monetization Strategies
ROI Assessment
Communication
Influencing

NerdWallet

Financial guidance platform for personal finance

About NerdWallet

NerdWallet helps individuals make informed financial decisions by providing resources and tools for comparing credit cards, mortgages, personal loans, and insurance. The platform is user-friendly, featuring calculators and educational content that simplify complex financial concepts. Unlike competitors, NerdWallet operates on an affiliate marketing model, allowing it to offer services for free while earning revenue through partnerships with financial institutions. The company's goal is to empower consumers to manage their finances better by providing clear and comprehensive information.

San Francisco, CaliforniaHeadquarters
2009Year Founded
$67.1MTotal Funding
IPOCompany Stage
Fintech, Financial ServicesIndustries
501-1,000Employees

Benefits

Health and wellness
Retirement support
True work-life balance
Career development
Employee resource groups
Employee engagement

Risks

Next Door Lending's past compliance issues pose potential regulatory risks for NerdWallet.
Affiliate marketing reliance may be threatened by shifts in financial institutions' budgets.
Intensifying competition in personal finance could erode NerdWallet's market share.

Differentiation

NerdWallet offers personalized, unbiased financial advice to empower consumer decision-making.
The platform integrates financial tools and expert content for comprehensive financial guidance.
NerdWallet's user-friendly design simplifies complex financial concepts for a broad audience.

Upsides

Growing demand for financial literacy tools boosts NerdWallet's user engagement.
Partnerships with fintech firms enhance NerdWallet's comprehensive financial solutions.
Rising interest in ethical investing aligns with NerdWallet's tailored advice offerings.

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