[Remote] Financial Business Advisor (PM&A) - Annuities

Note: The job is a remote job and is open to candidates in USA. Nationwide, a Fortune 100 company, is seeking a Financial Business Advisor to support financial reporting and strategic analysis for their annuity business. The role involves partnering with PM&A and business teams to provide actionable insights for senior leadership and contribute to financial decision-making.

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