• Build deep ownership over critical GL areas in a complex, high-growth environment • Play a central role in scaling accounting processes following multiple acquisitions • Develop into broader ownership of the month-end close over time • Help shape a more efficient, scalable, and audit-ready accounting function • Own and operate key areas of the general ledger • Lead end-to-end accounting for compensation (payroll and equity), leases, accruals, and consolidation/intercompany • Own the full cycle for your areas, including journal entries, account reconciliations, variance analysis, and internal reporting • Ensure accuracy, completeness, and timeliness of financial results in accordance with GAAP and company policies • Drive execution of the month-end close and internal reporting • Partner with the Senior Manager, Corporate Accounting and Compliance to manage close timelines and ensure deliverables are completed on schedule • Own the coordination and completion of internal reporting and flux analysis across the accounting team • Act as a key operator in the close process, helping drive accountability across stakeholders • Leverage automation and AI to scale accounting processes • Actively identify opportunities to automate manual processes and improve efficiency across the close and reporting cycle • Utilize NerdWallet’s internal AI tools and resources to streamline workflows, enhance accuracy, and reduce manual effort • Experiment with and implement scalable solutions, with the support of leadership, to modernize accounting operations • Lead audit and controls execution • Serve as a primary point of contact for auditors for assigned areas and support broader audit coordination (PBCs, walkthroughs, testing) • Maintain and enhance internal controls (SOX) across owned processes and support controls over broader close activities • Ensure documentation is complete, accurate, and audit-ready • Support M&A integration and operationalization • Partner with the Senior Manager, Corporate Accounting and Compliance on M&A activities, including integration of acquired entities into close processes and systems • Help operationalize new accounting processes, ensuring scalability and alignment with company standards • Lead and develop a team • Manage and mentor 2–3 accountants, providing guidance, review, and professional development • Drive accountability, organization, and execution across your team, especially during close • Partner cross-functionally • Work closely with FP&A on accruals, variance analysis, and budget vs. actual insights • Collaborate with Financial Systems and HRIS teams on payroll, equity, and systems-related initiatives • Partner with Legal and business stakeholders on accruals and other accounting matters

Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else. If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital. Our Newest Opportunity: The Senior Benefits Coordinator is responsible for supporting the administration of the organization’s employee benefits programs. Reporting to the Senior Director of Corporate Benefits, this role serves as a knowledgeable and dependable resource for employees, handling day to day benefits administration and responding to employee inquiries with accuracy and professionalism. As part of the Corporate Benefits Team, this position also supports benefits related data maintenance and contributes to continuous process improvement initiatives to enhance operational efficiency and employee experience. Key Responsibilities: - Assist with the administration of employee benefit programs, including health, dental, vision, life, disability, flexible spending accounts, HSAs, and retirement plans - Serve as a primary point of contact for employee inquiries related to benefits changes and enrollment discrepancies in Workday, ensuring timely and professional responses - Support compliance efforts by preparing reports and documentation for ACA, COBRA, ERISA, and other regulatory requirements - Assist with benefit reporting and data analytics - Support open enrollment activities, including preparing materials, coordinating communications, updating system configurations, and assisting employees - Maintain data integrity by performing regular audits to ensure accurate enrollments - Contribute to the continuous improvement of processes and documentation Qualifications and Skills: - Strong attention to detail - Self-motivated, disciplined, and proactive - Service-oriented mindset with a focus on employee support - Excellent written and verbal communication skills - Strong organizational and time management abilities - Working knowledge of employee benefits and applicable federal and state regulations, including health plans, 401(k) administration, HSA/FSA plans, ACA, and ERISA - Experience with Workday Benefits and HCM preferred - Ability to thrive in a fast-paced environment and meet deadlines - Resourceful with the ability to solve problems independently Education and Experience: - Ability to handle sensitive and confidential information with discretion - Minimum of 3+ years of benefits administration experience - Proficiency in Microsoft Excel - Experience with Workday Benefits and other benefits platforms preferred Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.onedigital.com/careers OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francsico City of Los Angeles County of Los Angeles Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. In short, we believe in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you. OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. Thank you for your interest in joining the OneDigital team!

• Ongoing reconciliation of intercompany transactions • Consolidation of individual financial statements (AEKo, SchuKo and KapKo) • Annual preparation of the HGB-compliant consolidated financial statements • Leading the year-end audit / main contact for the auditor • Preparation of pro-forma consolidated quarterly group financial statements • Project lead for special projects as the CFO’s "right hand" • Interface between accounting (internal & external) and controlling • Overall responsibility for compliance with commercial law requirements and regulations

• Lead end-to-end accounting processes (AP, AR, GL, month-end close, financial reporting) across multiple global entities • Diagnose inefficiencies, drive cross-functional process improvements • Champion a high-performing remote global team of accountants and analysts • Act as the primary liaison for external auditors