Financial Business Advisor; PM&A - Annuities

Overview

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, you will support financial reporting, forecasting, and strategic analysis for Nationwide’s annuity business. The Advisor works at the intersection of Annuities and Finance, partnering closely with PM&A and business teams to translate results and forecasts into clear, actionable insights for senior leadership.

The role is based in Columbus, OH with a minimum of two days in the downtown office. Remote candidates with the required industry skills may also be considered.

• Partner with PM&A to translate annuity results, forecasts, and key drivers into clear insights for leadership.
• Support development of annuity sales forecasts with Business Development, Sales Distribution and PM&A.
• Create executive‑ready materials and messaging for senior leadership discussions and forums.
• Conduct proactive business analysis to address emerging trends impacting the annuity business.
• Shape communication of key metrics and KPIs, including dashboards and visualizations used by leadership.
• Serve as the go‑to data expert for business cases, projects, pricing needs and strategic studies.

• Self‑motivated, highly detail‑oriented problem solver who takes ownership and drives work to completion.
• Experience in financial reporting, forecasting or analysis.
• Strong analytical, problem‑solving and communication skills.
• Ability to translate data into clear business insights for non‑technical audiences.
• Comfortable working cross‑functionally in a fast‑paced environment.
• Intermediate to advanced skills in Microsoft Excel and PowerPoint, with experience handling large data sets, complex formulas, data visualization and executive‑ready presentations.

• Undergraduate studies in finance, economics, accounting or statistics; advanced degree desirable.
• CPA preferred.
• Eight or more years of financial experience, including analysis, planning, forecasting, actuarial or auditing; insurance industry background desirable.
• At least three years of project leadership, management or supervisory experience.

Reports to the Director/Officer. This is an individual‑contributor role.

• Salary range: $97,000.00 – $ (depending on experience and qualifications).
• Medical/dental/vision, life insurance, short‑term and long‑term disability coverage.
• Paid time off: minimum 18 days for new hires, nine paid holidays, 8 hours of Lifetime paid time off.
• Unity Day paid time off, 401(k) with company match, company‑paid pension plan.
• Business casual attire, and more.

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 protected by applicable law.