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 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 manager’s 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.