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

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 were 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 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.

Key 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.

Ideal Qualifications

• 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.
• Some working knowledge of Hyperion Essbase Power BI AI tools and Tableau (or a strong desire and aptitude to learn).

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

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 youll 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. Youll 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 managers 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.

We currently anticipate accepting applications until 05/07/2026. However we encourage early submissions as the posting may close sooner if a strong candidate slate is identified before the deadline.

Benefits

We have an array of benefits to fit your needs including: medical/dental/vision life insurance short and long term disability coveragepaid 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.

This position could be filled within any of the lower 48 U.S. states.

Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act individuals may contact the Smokefree Air Act Helpline at .

For NY residents please review the following state law information: Notice of Employee Rights Protections and Obligations LS740 () 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 : $97000.00-$180000.00

The expected starting salary range for Financial Business Advisor : $97000.00 - $145000.00