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 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. 

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, 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 recommendatio