Financial Business Advisor (Investments Finance)

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. A candidate well suited for this role will be comfortable using enterprise data management and reporting tools, such as PowerBI, to manage and recreate a wide set of management reports, as needed from the Investments business.

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

Qualifications

• 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

This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.  

It is our intention to fill this role in Columbus, OH. The hired associate must reside within 35 miles of One Nationwide Plaza, Columbus OH, 43215. 

This position will be hired on a SuccessFlex basis. You will be required to come into the office 2-3 days per week, according to the department's current schedule.

Internal Compensation Grade: G3

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Job Description Summary

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.

Job Description

Key Responsibilities:

• 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.

Reporting Relationships: Reports to the Director/Officer. This is an individual contributor role.

Typical Skills and Experiences:

Education: Undergraduate studies in finance, economics, accounting or statistics; advanced degree in financial field is desirable.

License/Certification/Designation: CPA preferred.

Experience: Typically, eight or more years financial experience including financial analysis, planning, forecasting, actuarial or auditing. Insurance industry background desirable. Prefer at least three years project leadership, management or supervisor experience.

Knowledge, Abilities and Skills: 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. Prefer familiarity with specific state, product or business unit operations.

Other criteria, including leadership skills, competencies and experiences may take precedence. 

Staffing exceptions to the above must be approved by the hiring manager’s leader and HR Business Partner.

Values: Regularly and consistently demonstrates Nationwide Values.

Job Conditions:

Overtime Eligibility: Not Eligible (Exempt)

Working Conditions: Normal working conditions. 

ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

Benefits

We have an array of benefits to fit your needs, including: 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, and more. To learn more about the benefits we offer, click here.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

NOTE TO EMPLOYMENT AGENCIES:

We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.

Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.

The national salary range for Financial Business Advisor : $97,000.00-$180,000.00

The expected starting salary range for Financial Business Advisor : $97,000.00 - $145,000.00