As a team member in the Finance and Internal Audit department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments, Actuarial, Accounting, Risk Management, Critical Business Advisor and so much more. Let Nationwide help create your career journey!
Internal Compensation Grade: H3
Required Experience: Typically 8+ years of relevant insurance and/or financial services industry. Project management experience.
Location: Columbus, OH (Hybrid Remote Role)
Job ID: 74908 | #LI-JM3
This role will lead financial analysis, planning, and forecasting for Nationwide Private Client and report into the AVP of PL Finance - PM&A.
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 a Senior Consultant, you'll work with financial and business unit leadership on the most complex cross-functions projects, processes, systems and other activities that support strategic financial and corporate initiatives. You'll be as a recognized technical specialist and plan, coordinate and complete financial projects that impact multiple businesses/products or functional Finance areas.
Develops plans, coordinates and manages the most complex financial projects. Manages all aspects of financial projects according to project guidelines, budget, impact and scope, and strategic focus.
Prepares and presents reports to Finance and business leadership.
Makes recommendations for improving the financial results of the supported business unit/product and/or functional Finance area.
Analyzes proposed transactions for acceptability and desirability from a financial point of view.
Leads studies and makes recommendations regarding business unit/company position on specialized financial actions such as investment income, systems, growth support model, corporate financial reporting, cash flow reporting, internal controls and self-assessment, mergers and acquisitions, corporate reinsurance contracts, etc.
Maintains awareness of major developments in the insurance and financial services industries and regulatory agencies.
Provides financial counsel and assistance to other functional areas on special projects or programs as assigned or requested.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Director/Officer/Executive; may lead project team members.
Typical Skills and Experiences:
Education: Undergraduate studies in finance, accounting, statistics or related subject area. Graduate level studies with advanced degree preferred.
License/Certification/Designation: Technical industry coursework or certifications, e.g., CPCU, CPA, NASD, etc. desirable.
Experience: Eight years of related work experience in insurance and/or financial services industry. Project management experience.
Knowledge, Abilities and Skills: Technical expertise in advance financial principles and concepts. Advanced knowledge of accounting, statistics, finance, insurance/financial services industry, company organizational structure, regulatory requirements and financial analysis techniques. Financial project management practices and methodologies. Broad-based knowledge of multiple financial subject areas. Advanced communication skills for verbal and written contact; presentation skills. Project management concepts and techniques. Ability to analyze financial and statistical data and make recommendations for pivotal initiatives. Ability to operate a personal computer with various financial and business software applications.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the CFO or the HR leader.
Values: Regularly and consistently demonstrates Nationwide Values.
Overtime Eligibility: Not Eligible (Exempt)
Working Conditions: Normal office environment.
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.