• Own all accounts payable and accounts receivable — making sure vendors are paid on time and client payments are collected • Manage invoicing and payment tracking • Review and reconcile expenses from Ramp and QuickBooks • Prepare monthly financial reports and summaries for leadership • Build and maintain dashboards for revenue, costs, margins, and cash flow • Own monthly, quarterly, and annual forecasting • Maintain rolling projections for revenue, expenses, and staffing needs • Model financial scenarios to support decision-making around hiring, pricing, and growth • Track project budgets, profitability, and forecasted vs actual performance • Monitor team utilization and project assignments to identify capacity issues • Analyze project and team performance data to surface quality trends — for example, identifying patterns in revision cycles, client feedback, or delivery timelines • Flag risks, discrepancies, or inefficiencies proactively and recommend solutions • Maintain accurate project and client data in Airtable and Asana • Refine internal tools, templates, and reporting models • Identify manual workflows and propose automation (formulas, scripts, Zapier)

• Serve as a strategic thought partner to your vertical, helping translate data into clear, actionable insights that guide smarter business decisions. • Lead financial planning and modeling efforts, manage the vertical’s budget in close partnership with General Managers, and track performance against key KPIs to ensure alignment with NerdWallet’s annual plan. • Proactively identify risks and opportunities to help optimize investments, improve expense management, and shape the financial narrative that fuels sustainable growth. • Work cross-functionally within your vertical and alongside the broader Finance team, applying strong finance and accounting principles to solve complex business challenges and support informed decision-making. • Lead projects and initiatives with minimal oversight, contribute meaningfully to strategic discussions, and elevate outcomes through thoughtful modeling and analysis. • Mentor teammates and guide colleagues on financial best practices, supporting onboarding and learning opportunities.

• Own the end-to-end monthly forecasting and reporting process for headcount, equity, and SBC • Serve as the centralized owner of workforce financials, ensuring accuracy, rigor, and alignment with company priorities • Partner cross-functionally with Legal, Finance, Operations, Engineering, and other stakeholders to develop actionable hiring and expense targets • Build and deliver executive-level reporting packages reviewed with the CEO and leadership team, highlighting performance versus budget and alignment with strategic priorities • Develop financial models, methodologies, and analytics to support capital allocation decisions and maximize investment ROI • Design, define, and automate operational KPIs related to headcount and opex • Own and evolve the headcount and opex planning tech stack and underlying processes, identifying opportunities to improve automation, scalability, data quality, and control as complexity increases • Translate complex financial information into clear, actionable insights for senior leaders • Act as a trusted advisor to business leaders, providing forward-looking analysis on short- and long-term financial impacts • Support ad-hoc financial analyses and presentations for executive management and the Board of Directors

About the Role We are seeking a high-impact Finance Manager to support Corporate FP&A and serve as a strategic finance partner to key business functions. This role sits at the center of financial planning, reporting, and decision support, with exposure to executive leadership and cross-functional teams. This is an opportunity for someone who thrives in high-growth SaaS environments and wants to influence decisions, not just report numbers. As a Finance Manager, you will help steer the financial engine of a SaaS hyperscaler. We are looking for a powerhouse analyst who moves at the speed of our business to support Corporate FP&A and cross-functional leadership. This isn't a 'maintenance' role; it’s an opportunity to build sophisticated forecasting models and reporting frameworks that support a global scale. We need a partner who is obsessed with efficiency and ready to drive the financial discipline required to sustain our hyper-growth velocity. Location - We are flexible on remote working from home, if you are located in the USA and reside in one of the following states - CA, CO, CT, FL, GA, *IL, KS, ME, MA, MD, NJ, NC, NY, OR, TN, TX, VA, & WA. What You’ll be Doing Corporate FP&A - Support monthly and quarterly financial reporting, variance analysis, and executive reporting packages - Led annual planning and rolling forecast processes - Drive consolidated P&L, headcount, and expense forecasting - Maintain and improve financial models, KPI tracking, and SaaS metrics (ARR, NRR, CAC, LTV, gross margin) - Partner with Accounting to ensure forecast alignment with GAAP results - Support board materials and investor reporting Business Partnership - Act as finance partner to 1–2 functional leaders (e.g., G&A, R&D, Sales, Marketing) - Provide budget ownership support and scenario modeling - Analyze ROI on strategic initiatives (hiring plans, vendor contracts, pricing changes) - Translate financial insights into actionable recommendations - Help drive accountability and financial discipline across departments Process & Systems - Improve forecasting accuracy and reporting automation - Support implementation or optimization of FP&A tools (e.g., Adaptive, Pigment, Abacum, etc.) - Drive improvements in KPI dashboards and business intelligence - Other duties as needed About You - Bachelors Degree in Finance or related field. - 5–8+ years of experience in FP&A, corporate finance, or investment banking - Experience in SaaS or high-growth technology companies strongly preferred - Strong understanding of SaaS metrics and revenue models - Advanced Excel modeling skills (experience with modern FP&A tools a plus) - Ability to communicate clearly with non-finance stakeholders. High ownership mindset and comfort operating in ambiguity - Experience supporting executive leadership preferred You’ll Thrive Here If You - Want exposure to executive leadership and board-level discussions - Enjoy balancing detailed modeling with strategic thinking - Like building scalable processes in a growing company - Care about driving impact, not just producing reports About Us NinjaOne unifies IT to simplify work for more than 35,000 customers in 140+ countries. The NinjaOne Unified IT Operations Platform delivers endpoint management, autonomous patching, backup, and remote access in a single console to improve efficiency, increase resilience, and reduce spend. By automating IT and managing all endpoints, organizations give employees a great technology experience at work. NinjaOne is obsessed with customer success and has retained a 98% customer satisfaction score for more than 5 years. What You’ll Love We are a collaborative, kind, and curious community. We honor your flexibility needs with full-time work that is hybrid remote. We have you covered with our comprehensive benefits package, which includes medical, dental, and vision insurance. We help you prepare for your financial future with our 401(k) plan. We prioritize your work-life balance with our unlimited PTO. We reward your work with opportunity for growth and advancement. Additional Information This position is NOT eligible for Visa sponsorship. *Due to operational policies, NinjaOne is unable to hire for this role within the city limits of Chicago. We will consider all qualified candidates who reside outside of the city proper or are willing to self-relocate. Starting pay for the successful applicant depends on a variety of job-related factors, including but not limited to location, market demands, experience, job-related knowledge, and skills. The benefits available for this position include medical, dental, vision, 401(k) plan, life insurance coverage and PTO. For roles based in California, Colorado, Maryland, New Jersey or Washington the base salary hiring range for this position is $120,000 to $155,000 per year. For roles based in New York, the base salary hiring range for this position is $120,000 to $155,000 per year. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, veteran status, or any other status protected by applicable law. We are committed to providing an inclusive and diverse work environment. #LI-Remote #BI-Remote #LI-MR1