Staff, Finance (FP&A)

Los Angeles, California, United States

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$115,000 – $213,000Compensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

FintechIndustries

Requirements

Candidates should possess 7+ years of experience in high-intensity, high-accountability environments such as high-growth startups, private equity, investment banking, or management consulting, with at least 2 years leading financial/business performance reporting cycles. A Bachelor's degree in Finance, Economics, Mathematics, Business, or a related quantitative field is required, along with strong financial modeling, forecasting, scenario analysis, and revenue/margin analytics experience. Proficiency in G-Suite or Excel/PowerPoint is necessary, and familiarity with FP&A tools like Pigment or Anaplan is a plus. SQL and Looker experience are preferred.

Responsibilities

The Staff Finance professional will serve as the primary FP&A thought partner to a high-performing vertical, driving financial planning, forecasting, and business analysis to enhance revenue and operational efficiency. Responsibilities include owning performance reporting, leading financial planning and scenario modeling, providing real-time insights for decision-making, driving business reviews, and developing models for pricing, monetization, and investment strategies. The role involves cross-functional partnership to evaluate new opportunities, optimize resources, assess ROI, and ensure finance is integrated into daily operations and long-term strategy. Additionally, the individual will manage strategic resource allocation to maximize ROI and reinforce execution standards for quality and impact.

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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