Financial Business Advisor (PM&A) - Annuities

Nationwide Mutual Insurance•Columbus, OH

11d•Hybrid

About The Position

This role on the Annuity Financial Reporting team supports financial reporting, forecasting, and strategic analysis for Nationwide’s annuity business. The Advisor will work at the intersection of Annuities and Finance, partnering closely with PM&A and business teams to turn results and forecasts into clear, actionable insights for senior leadership. As part of a lean, high‑impact Finance team, you will play a key role in shaping how annuity performance, forecasts, and business drivers are communicated and understood across the organization. This position offers direct exposure to senior leadership and opportunities to contribute to strategic decision‑making. Do you have a big picture point of view as well as a keen eye for details? Our success depends on staying ahead of the curve, making sure our businesses and leaders are on top of financial trends and changes. If you are a highly skilled business professional, who can develop and communicate financial information and forecasts, we want to hear from you! As an Advisor, you'll provide financial consultation, planning and analysis for a major business operations (state, product, business unit, etc.). This includes coordinating the development of operational forecasts and budgets and reporting on financial income, loss and expense measures. You'll serve as a key member of leadership team.

Requirements

A self-motivated, highly detail-oriented problem solver who takes ownership, follows through, and can independently drive work to completion.
Experience in financial reporting, forecasting, or analysis.
Strong analytical, problem‑solving, and communication skills.
Ability to translate data into clear business insights for non‑technical audiences
Comfortable working cross‑functionally in a fast‑paced environment.
Intermediate to advanced skills in Microsoft Excel and PowerPoint, including comfort with large data sets, complex formulas, data visualization, and executive-ready presentations.
Undergraduate studies in finance, economics, accounting or statistics; advanced degree in financial field is desirable.
Typically, eight or more years financial experience including financial analysis, planning, forecasting, actuarial or auditing.
Prefer at least three years project leadership, management or supervisor experience.
In-depth knowledge of statistical/financial analysis, financial statement and budget preparation.
Knowledge of GAAP and statutory accounting practices and insurance/financial services business requirements.
Project management concepts and techniques.

Nice To Haves

Insurance industry background desirable.
Prefer familiarity with specific state, product or business unit operations.
CPA preferred.

Responsibilities

Partner with PM&A to translate annuity results, forecasts, and key drivers into clear insights for leadership
Support development of annuity sales forecasts in collaboration with Business Development, Sales Distribution, and PM&A
Create executive‑ready materials and messaging for senior leadership discussions and forums
Conduct proactive business analysis to address open‑ended questions on emerging trends and developments impacting the annuity business
Shape how key metrics and KPIs are analyzed and communicated, including dashboards and visualizations relied upon by leadership
Become the go-to resource on key performance drivers, serving as a data expert supporting business cases, projects, pricing needs, and strategic studies.
Makes effective decisions in a timely manner within the context of own objectives with a view to seeking opportunities outside normal objective boundaries; seeks to understand how decisions can have an effect on other areas.
Searches for ways to make existing processes more efficient while driving quality outcomes
Communicates a logical view of own work streams effectively, in a way that helps others understand and feel how business outcomes will be different as a result of the project/decision; seeks to develop business options into recommendations
Helps others to think about their work from a different angle; brings insights to team members based on expertise in areas they support.
Asks the right questions to gain an understanding of the topic and attempts to get at root problems; weighs relevance and accuracy of information; shows ability to generate and evaluate alternatives
Supports changes being employed to move organization toward the use of new technologies or into new endeavors; seeks to influence team members to understand and accept changes; offers to be part of the new changes within the organization.
Keeps informed of new methods and technologies that will affect and improve own work and the work of team members; advocates for these new ideas that will move the team forward.
Able to recognize team members' emotions around change; willing to modulate your own response as well as help others on the team to accept changes with a positive outlook.
Works to build knowledge of organizational structure and products to drive superior results; shares knowledge with team members and encourages others to branch out of their organizational silo.
May perform other responsibilities assigned.

Benefits

medical/dental/vision
life insurance
short and long term disability coverage
paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date
nine paid holidays
8 hours of Lifetime paid time off
8 hours of Unity Day paid time off
401(k) with company match
company-paid pension plan
business casual attire