Offer summary

Qualifications:

Bachelor's Degree in accounting or related field with 2-4 years of accounting experience., High competency in Microsoft Excel and familiarity with Oracle Cloud or equivalent ERPs., Strong analytical, problem-solving, and communication skills., Detail-oriented with a strong work ethic and a willingness to learn..

Key responsabilities:

Reconcile transactional loan level data and perform month-end close activities.

Prepare journal entries and assist in the creation of integrated accounting processes.

Collaborate with external auditors and maintain data accuracy within the CRM system.

Support accounting and finance projects while identifying opportunities for process improvement.

Job description

NerdWallet is seeking a driven Accounting Associate to join our team. The successful candidate will have an active role in the Company's revenue accounting functions for its mortgage brokerage subsidiary, which will include reconciling transactional loan level data, and performing month-end close activities. We're looking for a problem solver with a strong attention to detail, who can bring their experience to NerdWallet to help build the foundation of our industry-defining accounting department.

Impactful Role in a Growing Team: Candidates will have the unique opportunity to help implement foundational accounting procedures for a new subsidiary.
Professional Development & Learning Opportunities: Candidates will work closely with cross-functional teams and gain broad exposure to various accounting and financial functions, enhancing both technical and interpersonal skills.
Collaborative & Supportive Culture: NerdWallet promotes a collaborative environment, emphasizing open communication and teamwork across various organizational levels.
Exposure to Innovative Technologies: Candidates will gain valuable hands-on experience with industry-leading systems and technologies including Oracle Cloud and OpenAI / ChatGPT.

Collect and organize loan data from multiple internal and external sources
Validate existing data within CRM system as we work to improve reliability of CRM reporting
Reconcile loan level transaction detail and investigate variances between systems
Prepare journal entries related to the mortgage brokerage subsidiary
Assist in the ground-level creation and automation of integrated accounting processes
Work closely with external auditors during audit by preparing requested information and addressing auditor inquiries
Maintain an eye for process improvement as we strive to improve efficiency at all levels
Assist with accounting and finance projects and ad-hoc tasks as they arise

A team player who is proactive communicating with people at different levels within the organization to get the job done
Detail oriented and committed to the highest quality work product
Comfortable with large data sets; able to analyze data in multiple formats
Excellent interpersonal skills, including analytical, problem-solving, verbal, listening and written communication, when collaborating both internally and externally
Strong organizational and time management skills with the ability to handle multiple projects to meet strict deadlines in a fast-paced environment
Proactively thinking of ways to always improve the current process for better efficiency and accuracy
Bachelor's Degree, preferably in accounting or related field with 2-4 years of accounting experience
High competency in Microsoft Excel
Strong work ethic, professional attitude, reliability, and willingness to learn

CPA license is a strong plus
Experience working in a cross-functional environment with Oracle Cloud, Accounting for Mortgage Bankers (“AMB”) , or equivalent ERPs is a strong plus
Experience with mortgage and/or loan accounting is a plus, but not required; willingness to learn is a must

Required profile