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.