Financial Business Advisor (Investments Finance)

Nationwide•Columbus, OH

1d•$97,000 - $180,000•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. The Investments Finance team plays a critical role in supporting Nationwide’s Investment organization by providing financial planning support for the company's growing portfolio of assets. This role partners closely with investment leaders, finance partners, and a wide variety of key stakeholders to ensure accurate expense management and effective budgeting and forecasting reporting. This Consultant role supports all expense planning processes for the general accounts of Nationwide’s Investment department as well as Nationwide Asset Management (NWAM) clients, helping ensure financial discipline, strong governance, and reliable insights across a complex investment environment. The position will work with teams across all investment operations, including Front Office, Data Governance, Risk Management, Real Estate, IT, and others, and will require managing client-facing financial reporting, and enterprise-level financial processes, making it well-suited for professionals who enjoy combining analytical rigor with business partnership. 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

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
Experience in financial analysis, budgeting, forecasting, expense management, or reporting, preferably within investments, asset management, or a complex financial organization
Strong analytical skills with the ability to interpret financial data and translate it into clear, actionable insights
Experience working with multiple stakeholders and balancing competing priorities in a deadline-driven environment
Proficiency with financial systems, reporting tools, and Excel; comfort working with large data sets
Strong attention to detail, organizational skills, and commitment to data accuracy
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

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

Manage and support expense management processes for Nationwide’s Investment department general accounts and NWAM clients
Coordinate and maintain budgeting and forecasting activities, ensuring alignment with business objectives and investment strategies
Prepare, analyze, and deliver financial reports that provide clear visibility into investment-related expenses and performance scorecarding
Support new business planning efforts including providing financial analysis on expense allocations between existing and emerging asset classes and within Investment teams
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.

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