Consultant, Investment Accounting

Job Description Summary

As a Consultant, you'll work with investment accounting leadership on the most complex investment accounting functions. You'll provide consultation on best practices to acquire, evaluate, interpret, record and analyze financial data used to prepare financial reports and statements for regulatory authorities and internal management.

Job Title:

Consultant, Investment Accounting Advisor (

Location:

Columbus, Ohio)

• Coordinates the research, analysis and implementation of new and/or revised investment accounting policies and procedures. Leads recommendations to enhance job performance and workflow.
• Advises senior management on industry practices to acquire, record, analyze and prepare the most complex investment accounting transactions and statements.
• Develops and submits complex investment accounting and financial transactions required to ensure proper reporting.
• Advises management on accuracy of all reports, forms and data provided to internal and external clients/customers.
• Coordinates the development of actions/policies to address unfavorable financial situations as disclosed by investment accounting analysis.
• Stays up-to-date on changes to GAAP regulatory requirements and functions as the specialist on changes that impact submission of financial documents, reports and other data, providing consultation to management.
• Acts as project lead in the development and design of new and enhanced systems and processes within the assigned areas.
• Guides preparation and analysis of complex pro‑forma financial data for compliance with new requirements.
• Provides consultation to management in applying financial data and analysis to solve administrative and operating problems.
• Consults regarding supplemental reporting requirements for company(s) and business areas.
• Coordinates and leads preparation of complex financial information for internal and external auditors, IRS, state examiners and other regulatory agencies.
• Provides consulting on preparation of special reports and presentations as advised.
• Serves in a lead consultant capacity to other investment accountants on selected projects.

May perform other responsibilities as assigned.

Reports to Investment Accounting Manager/Director. Individual contributor role, may serve in a project lead capacity.

Education: Undergraduate studies in accounting, finance or business administration. Accounting major and degree preferred.

License/Certification/Designation: Progress toward CPA designation preferred.

Experience: Seven years of investment accounting experience, preferably in insurance or financial service industries within a specific product or business area.

Knowledge, Abilities, and

Skills:

GAAP knowledge and functional regulatory requirements; industry practices in complex financial statement preparation; consolidation of companies/subsidiaries; taxation principles and impact on financial statements; investment accounting and business computer systems; company organizational structure and products and services; verbal and written communication skills; analytical problem‑solving; interpretation of financial documents and legal requirements; project management; interpretation of changes in reporting and legal requirements;

advanced PC and software skills; application of investment accounting principles to complex problems. Leadership skills and competencies may take precedence.

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

Regularly and consistently demonstrates Nationwide Values.

Overtime Eligibility: Exempt (Not eligible)

Working Conditions: Normal office environment. May require extended hours in periods of high volume.

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.

Credit/Background Check: A valid credit and/or background check will be required as part of the selection process.

Benefits include medical, dental, vision, life insurance, short‑term and long‑term disability coverage, paid time off, paid holidays, 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.