Note: The job is a remote job and is open to candidates in USA. Nationwide is a Fortune 100 company with nearly $70 billion in annual sales, seeking a Financial Business Advisor to support financial reporting and analysis for their annuity business. The Advisor will work closely with PM&A and business teams to provide actionable insights for senior leadership, playing a key role in shaping communication of annuity performance and forecasts across the organization.
Responsibilities
- Partner with PM&A to translate annuity results, forecasts, and key drivers into clear insights for leadership
- Support development of annuity sales forecasts in collaboration 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 open-ended questions on emerging trends and developments impacting the annuity business
- Shape how key metrics and KPIs are analyzed and communicated, including dashboards and visualizations relied upon by leadership
- Become the go-to resource on key performance drivers, serving as a data expert supporting business cases, projects, pricing needs, and strategic studies
- 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
Skills
- A self-motivated, highly detail-oriented problem solver who takes ownership, follows through, and can independently drive 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, including comfort with large data sets, complex formulas, data visualization, and executive-ready presentations
- Undergraduate studies in finance, economics, accounting or statistics; advanced degree in financial field is desirable
- 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
- 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
- CPA preferred
- Prefer familiarity with specific state, product or business unit operations
Benefits
- Medical/dental/vision
- Life insurance
- Short and long term disability coverage
- Paid 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
Company Overview
Nationwide focuses on providing life and commercial insurance benefits along with home, business, renter and auto insurance services. It was founded in 1925, and is headquartered in Florence, Kentucky, USA, with a workforce of 10001+ employees. Its website is https://agency.nationwide.com.