Financial Business Advisor (PM&A) - Retirement Solutions & Investment Management Group

Nationwide • Columbus, OH

18h • Hybrid

About The Position

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This Financial Business Advisor role supports Performance Management and Analysis across Retirement Solutions and the Investment Management Group within Nationwide Financial. The Advisor will partner across businesses including Retirement Plan Services, Investment Management, Pension Risk Transfer (PRT), and Securities-Backed Lending (SBL), providing broad exposure to strategically important growth and in-force blocks of business. As a part of a lean, high-impact Finance team, you will own critical elements of day-to-day financial planning and analysis (FP&A) and have a direct line of sight to how your work influences business decisions, financial performance, and strategy. This role reports to Bryan Ortwerth, Financial Business Director, Retirement Solutions and Investment Management Group Finance. Work Location / Hybrid It is our intention to fill this role in Columbus, OH working at least 2 days in the downtown office to align with broader Finance expectations. However, applications from candidates working remotely who bring critical industry skills and relevant experience may be considered.

Requirements

• Experience with budgeting, forecasting, and variance analysis in a corporate or business unit finance environment.
• Intermediate to advanced skills in Microsoft Excel and PowerPoint, including comfort with large data sets, complex formulas, data visualization, and executive ready presentations.
• Demonstrated ability to connect data and metrics to business outcomes and performance.
• A self-motivated, highly detail-oriented problem solver who takes ownership, follows through, and can independently drive work to completion.
• Experience with cost/benefit and scenario-based financial modeling.
• Undergraduate studies in finance, economics, accounting or statistics.
• Typically, eight or more years financial experience including financial analysis, planning, forecasting, actuarial or auditing.
• Knowledge of GAAP and statutory accounting practices and insurance/financial services business requirements.
• Project management concepts and techniques.

Nice To Haves

• Some working knowledge of Hyperion Essbase, Power BI, AI tools, and Tableau (or a strong desire and aptitude to learn).
• Advanced degree in financial field is desirable.
• CPA preferred.
• Insurance industry background desirable.
• Prefer at least three years project leadership, management or supervisor experience.
• Prefer familiarity with specific state, product or business unit operations.

Responsibilities

• Perform monthly & quarterly P&L and KPI reporting, forecasting, and analysis for Business Unit Leaders, Corporate Finance, Strategy, Communications, and Executive Leadership.
• Become the go-to resource on key performance drivers, serving as a data expert supporting business cases, projects, pricing needs, and strategic studies.
• Capital investment & financial scenario modeling partnering with cross-functional teams.
• Be a student of the industry, monitoring emerging trends and competitor performance to inform assumption setting and overall business direction.
• Help advance analytical tools and capabilities, leveraging Power BI, Hyperion Essbase, AI tools, and other emerging technologies to drive efficiency and insight.
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level