Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Consultant, Investments and Footnotes Financial Reporting Advisor

$97k - $180k

Nationwide Retirement Solution

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role is responsible for supporting the financial statement preparation and management of internal business partner relationships, including (but not limited to) the following: GAAP Investment/Derivative Disclosures and Policies, Statutory disclosures for both P&C and NF entities, General, Supplemental and Separate Account Interrogatories for Statutory Reporting, Support Investment Controllership and other areas requiring disclosure assistance. Additionally, this role will assist in implementing continuous improvement project opportunities within reporting and providing ongoing ad-hoc support for leadership and business partner requests. I am looking for a strong self-starter with a high degree of project management and organization skills, engaged in continuous improvement with a focus on new technology capabilities, problem solving skills, an analytic mindset and the ability to quickly adapt. An understanding of technical accounting principles, familiarity with GAAP/Statutory reporting requirements and process, and the ability to comfortably utilize multiple software solutions (Oracle/OACS, Hyperion Essbase, Workiva) are preferred. This is a hybrid role based in Columbus, Ohio, requiring on‑site presence at least two days per week. This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.

#LI-CA1

  • nationwidefinance
  • accounting
  • financialreporting
Job Description Summary Do you want to invest in yourself and thrive in an environment of innovation, problem solving, collaboration and learning? If you’re prepared to work in a technology-enabled, digitally-focused organization, where Controllership is a captivating and respected career, we want to hear from you! As a Consultant, you'll plan, coordinate and performs the most complex functions associated with GAAP and statutory financial reporting, premium taxes, payroll taxes, and/or statistical and supplemental statutory reporting requirements, including researching and drafting new disclosures or reports. We'll count on you to help supervise staff and work closely with leaders within and across the department and other key executives throughout the organization. Job Description Key Responsibilities: Leads the planning, preparation and review of complex federal, state and local statutory financial statements and reports, supplemental and statistical forms and data calls, and/or employment, premium, sales/use and personal property tax returns as well as related journal entries in accordance with state and federal laws, regulations and/or instructions. These reports, forms, returns, and data calls are provided to various state and federal regulatory bodies, Fortune Magazine, various ratings agencies (S&P, Moody's, AM Best, etc.), debt-holders, the Nationwide Audit Committee, various state agencies and/or others. Coordinates and actively participates in the development and design of new and enhanced systems and processes within the assigned area(s). Manages and/or reviews and evaluates quarterly financial results and analyzes trends to ensure accurate reporting, integrity of data and to avoid fines and penalties. Stays informed and analyzes the potential impact of pending legislation and proposed new or revised GAAP and statutory accounting policies, including the evaluation of the cost to the enterprise. Coordinates the research, analysis and implementation of new and/or revised accounting policies, procedures and disclosures with Accounting policy. Leads financial pre-close and close discussions. Responsible for maintaining close task management and tracking through workflow tool to help achieve close and reporting deadlines. Ensures timely initiation of high dollar amounts of related tax and fee payments as required by the state and federal laws, regulations and instructions. Provides audit evidence and support to external audit firms and state departments of insurance. Also, responds to requests and inquiries from external auditors, IRS, state departments and examiners, statistical bureaus, and/or other regulatory agencies on analytical inquiries, compliance and/or data quality/integrity matters. Prepares and/or reviews information to be used in the administration and settlement of federal, state and local financial and tax audits. Supervises the optimization of financial and regulatory reporting processes to produce high-quality results in an efficient and effective manner, while meeting all established timelines. Responsible for finding opportunities across the organization to streamline reporting processes. Coordinates and reviews work performed by less experienced staff and offshore contractors. Researches and counsels senior management on key competitor and industry financial reporting practices. Prepares, reviews and maintains documentation and testing of controls over financial reporting. Assists in design, implementation and operation of internal controls over financial and regulatory reporting processes. Leads initiatives to strengthen Controllership's analytic competencies. Coordinates and leads multi-team efforts on selected projects. Serves as a resource manager to support high-demand timeframes on the reporting and reconciliation teams. May perform other responsibilities as assigned. Reporting Relationships: Reports to Manager, Director or Associate Vice President. May serve as a lead to less experienced associates or, in special circumstances, lead up to two associates. Typical Skills and Experiences: Education: Undergraduate degree in business administration, accounting, finance, insurance or other relevant academic subject areas preferred. License/Certification/Designation: CPA or relevant industry designation (e.g., CPCU, IIA, FLMI) preferred. Experience: More than five years in public accounting, equivalent industry experience or relevant insurance experience. Knowledge, Abilities and Skills: GAAP and/or Statutory accounting bases. Insurance regulatory requirements. Complex financial statement preparation including consolidation of companies/subsidiaries. Financial/statistical analysis. Principles of taxation and the related impact on financial statement preparation. Accounting and/or business operating systems. Project management concepts and techniques. Must have the ability to analyze financial or statistical results and trends and interpret complex financial reporting requirements. Must have verbal and written communication skills, with an ability to communicate professionally with regulators and business partners. Ability to interpret changes in financial or statistical reporting and legal/regulatory requirements relative to the impact on financial statement preparation, premium and payroll taxes, and supplemental or statistical filings and to the formulation of company or business area policies and procedures. Must possess decision-making skills for problem identification and appropriate solution recommendation. Must have the ability to operate and maintain efficient financial information networks, systems and software. 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 Human Resources Business Partner. Values: Regularly and consistently demonstrates Nationwide Values. Job Conditions: Overtime Eligibility: Exempt (Not eligible) Working Conditions: Normal office environment; extended and/or non-standard work hours as needed. 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. Benefits We have an array of benefits to fit your needs, including: 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, and more. To learn more about the benefits we offer, click here . 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 (or classification) protected by applicable law.

NOTE TO EMPLOYMENT AGENCIES:

We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Consultant, Financial Reporting Advisor : $97,000.00-$180,000.00The expected starting salary range for Consultant, Financial Reporting Advisor : $97,000.00 - $145,000.00 #J-18808-Ljbffr Nationwide

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Consultant, Investments and Footnotes Financial Reporting Advisor in Columbus, OH vacancy
  •  ...Description Job description: Financial Advisors at Northwestern Mutual-...  ...Planning Team, marketing consultation & resource center, and national...  ...- Education Funding - Investment & Advisory Services - Trust...  ...development. Use assistive software, reporting tools, and illustrations to... 
    Suggested
    Full time
    Local area
    Flexible hours

    CODY J BEATTY

    Columbus, OH
    more than 2 months ago
  •  ...Financial Advisor Services Analyst Our Sales teams help our clients build stronger portfolios...  ...them with a singular focus: to offer investment solutions designed to achieve their...  ...generation of Portfolio Insights analysis reports; document sales activity/information... 
    Suggested

    Chase

    Columbus, OH
    19 hours ago
  • $33 - $36 per hour

     ...proudlyserves as a trusted advisor to individuals, and...  ...full comprehensive financial solutions in the areas...  ...of wealth management, investment research, wealth transfer...  ...technology to prepare reports, including charts and...  ...s largest audit, tax, consulting, and wealth management... 
    Suggested
    Internship
    Local area
    Flexible hours

    Plante Moran

    Columbus, OH
    1 day ago
  • $45k - $100k

     ...volume of applicants. Join a financial services firm where your...  ...clients and 20,000 financial advisors across the U.S. and Canada, we...  ...Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published...  ...S. and Canada than any other investment firm, serving over eight million... 
    Suggested
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Columbus, OH
    3 days ago
  • $73k

    PNC in Columbus, OH is looking for a Financial Solutions Advisor to develop financial plans and consult on investment and insurance strategies for clients. The ideal candidate will have a strong focus on building client relationships and driving investment education within... 
    Suggested

    PNC

    Columbus, OH
    4 days ago
  •  ...Licensed Investment Support Specialist II Make banking...  ...or Wealth Management Advisors). Responsible and...  ..., monitoring, and reporting risks of all types....  ...brokerage or related financial services experience....  ...Careers page at: or by consulting with your talent acquisition... 
    Work at office

    Fifth Third Bancorp

    Columbus, OH
    4 days ago
  • Clearsulting LLC seeks a Senior Consulting Analyst, ESG (Workiva) to support ESG implementation engagements and work with clients on reporting requirements. The role offers hybrid or remote work options in the United States and travel up to 20% to support projects. You... 
    Remote work

    Clearsulting LLC

    Columbus, OH
    5 days ago
  •  ...Overview The purpose of the Financial Representative is to meet...  ...plan to sell insurance and investment solutions. Travels...  ...using Western & Southern Life consultative practices and processes....  ...correspondence, procedures, reports and forms via paper and electronic... 
    Work at office
    Local area

    Western & Southern Life

    Columbus, OH
    3 days ago
  •  ...SmartBank, we believe that financial success starts with trusted...  ...Financial Services, our Financial Advisors have access to a respected...  ...platform, sophisticated investment solutions, advanced technology...  ...and growing business through consultative sales and referrals.... 
    Temporary work
    Work at office

    SmartBank

    Columbus, OH
    1 day ago
  •  ...As a Financial Advisor with First Commonwealth, your primary focus is to advise clients and prospects on a full range of investment, retirement and insurance products in order to best meet their...  ...meetings, and client builder reporting meetings. 13. Dutifully stays abreast... 
    Bank staff

    First Commonwealth Bank

    Delaware, OH
    19 hours ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start...  ...· Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Columbus, OH
    19 hours ago
  •  ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial...  ...financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management Training... 
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Columbus, OH
    3 days ago
  • $45k - $100k

     ...volume of applicants. Join a financial services firm where your...  ...clients and 20,000 financial advisors across the U.S. and Canada, we...  ...Purpose, Inclusion and Citizenship Report ( . ¹Fortune 500, published...  ...S. and Canada than any other investment firm, serving over eight... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Grove City, OH
    4 days ago
  •  ...processing, and providing final review of reports including CREFC or other industry...  ..., preferably CMBS, CLO or other complex investment structures. Analytical and problem‑solving...  ...package that provides valuable healthcare and financial protection for our workforce, while... 
    Work at office
    Flexible hours

    ORIX Corporation USA

    Columbus, OH
    5 days ago
  •  ...high-quality services and results. Our consultants are experienced professionals who build...  ...expertise to maximize their technology investment. Softpath was incorporated in 1999, and...  ...middle market and start-up. Job Title 1095B Reporting Support Specialist Location Columbus OH... 
    Contract work
    Worldwide

    Softpath System LLC

    Columbus, OH
    1 day ago
  •  ...guiding military families toward financial security since 1958. We're...  ...for seasoned financial advisors who are ready to elevate their...  ...business through a high-touch, consultative approach. What You'...  ...plans that integrate investment management, retirement income... 
    For contractors
    Local area
    Flexible hours
    Shift work

    First Command

    Columbus, OH
    9 days ago
  • Description The Senior Financial Analyst on the Commercial Banking Financial Planning &...  ...level financial planning, forecasting, reporting, performance management, and strategic...  ...Commercial Banking business cases and strategic investments, including comparison of actual results... 

    Huntington National Bank

    Columbus, OH
    2 days ago
  • $20.67 - $31.25 per hour

     ...problem solver, trusted advisor, and partner to the...  ...to assist in client's financial wellness both in person...  ...to income and credit reports. (required) ~ Foundational...  ..., including tele-consulting, outside calling, prospecting...  ...partners such as Key Investment Services, Mortgage and... 
    Hourly pay
    Full time
    Work experience placement
    Flexible hours
    Day shift

    Key Bank

    Columbus, OH
    4 days ago
  • Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic...  ...advice and connect clients to Thrivent insurance, investment, banking and generosity programs. Develop and maintain genuine... 

    Thrivent

    Columbus, OH
    1 day ago
  • WestPoint Financial Group seeks a motivated Financial Advisor to join our team. You will build and manage relationships with clients, providing personalized financial planning and investment advice using leading tools and a strong support team. Key responsibilities include... 

    WestPoint Financial Group

    Columbus, OH
    5 days ago
  •  ...Columbus, OH, seeking driven customer service professionals for a Financial Services support role. The position offers a mix of remote and...  ...future. Responsibilities include handling inbound calls from investment professionals, plan sponsors, and members, educating on... 
    Remote job

    Randstad USA

    Columbus, OH
    2 days ago
  •  ...Sourcing Recruiter at Thrivent ● Join our Team of Talented Financial Advisors Who Engage in Meaningful Work and Thrive in a Purpose Driven...  ...firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you... 
    Full time

    Thrivent

    Columbus, OH
    1 day ago
  •  ...seeking a motivated and client-focused Financial Advisor to join our team. In this role, you...  ...providing personalized financial planning and investment advice. You will have access to...  ...experience as a financial advisor, investment consultant, or related role. Strong knowledge of... 

    WestPoint Financial Group

    Columbus, OH
    5 days ago
  • $1,000 per month

    Overview College Financial Representatives in the internship program...  ...Financial Representative or Advisor role upon graduation. #LI-Onsite...  ...strategies-insurance, investments, and annuities-built to reinforce...  ...of the most recent review and report by each rating agency. Ratings... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Columbus, OH
    2 days ago
  •  ...development Job Description Financial Advisors at Northwestern Mutual-...  ...Advanced Planning Team, marketing consultation & resource center, and...  ...Protection Education Funding Investment & Advisory Services Trust...  ..., use assistive software, reporting tools, and illustrations to... 
    Full time
    Local area
    Flexible hours

    CODY J BEATTY

    Upper Arlington, OH
    2 days ago
  • $65k - $75k

     ...Strategic Talent Partner to Boston’s Financial Services Industry | Executive Recruiting & Growth Consulting for RIAs, Asset Managers, PE/...  ...an experienced Associate Advisor to join a growing, independent...  ...Financial Services, Investment Advice, and Investment Management... 
    Full time
    Work at office

    Masis Professional Group

    Columbus, OH
    1 day ago
  •  ...experience 3+ years of experience at a financial institution or consulting firm in corporate finance, banking,...  ...cards, mortgages, auto financing, investment advice, small business loans and...  ...from data governance and strategy to reporting, data science and machine learning.... 

    JPMorganChase

    Columbus, OH
    4 days ago
  • High Net-worth Financial / Wealth Advisor (Cleveland / Columbus OH) High Net-worth Financial / Wealth...  ...Talent Focus Executive Search and Consulting Talent Focus is proud to collaborate...  ...financial planning tools, and world-class investment strategies, you will empower your... 
    Full time
    Private practice

    Talent Focus Executive Search and Consulting

    Columbus, OH
    1 day ago
  •  ...for greater retirement readiness, Voya Financial is committed to delivering on its vision...  ...they become available. Voya Financial Advisors® , Inc., a leading independent broker-dealer...  ...403(b)/457 enrollment, retirement and investment strategies, and participant education and... 
    Local area

    Voya Financial Advisors

    Columbus, OH
    4 days ago
  •  ...optimization and growth. Track and report on key performance indicators,...  ...product management, retail banking, financial services, consulting, or a related field. ~ Experience...  ...credit cards, mortgages, auto financing, investment advice, small business loans and payment... 

    JPMorgan Chase & Co.

    Columbus, OH
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Consultant, Investments and Footnotes Financial Reporting Advisor. Be the first to apply!