Specialist, Investments

As a team member in the Finance and Internal Audit department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments, Actuarial, Accounting, Risk Management, Critical Business Advisor and so much more. Let Nationwide help create your career journey!

As a key contributor on the Investment Controllership Technology & Transformation team, this role is responsible for delivering innovative solutions that span data management activities, business process automation and transformational project work, while also providing surge support for investment accounting and reporting operations during critical quarterly cycles. Primary responsibilities for this role include:

• Function as a data expert with end-to-end knowledge of investment accounting data elements
• Provide key expertise and hands-on support for transformational project work
• Drive the expanded adoption of digital and analytical tools for increased efficiency, agility, and insights
• Support the implementation of digitally enabled processes across Investment Controllership
• Execute quarterly reporting deliverable preparation and review tasks as requested

The ideal candidate will be driven, adaptable, an excellent communicator and team player, with desire and capability to quickly learn and apply a variety of technologies including robotic process automation, data preparation, reporting, analytic and visualization tools.

Job Description Summary
Would you thrive in an inclusive work environment where you can lead, adapt and innovate? Do you want to invest in yourself and work in an environment of problem solving, collaboration and learning? If you're ready to lead in a technology-enable, digitally focused organization, where Controllership is a captivating and respected career, we want to hear from you!

As a Specialist, you'll plan, coordinate and perform complex investment accounting functions associated with advanced accounting. We'll count on you to use advanced principles, techniques and procedures to acquire, assemble, evaluate, interpret, record and analyze financial data of all types and sources ultimately used to prepare of financial documents and/or reports for various regulatory and statutory authorities and for internal management of all levels.

Job Description

Key Responsibilities:

• Performs a lead role in establishing and implementing new or revised investment accounting policies and procedures.
• Prepares and analyzes the most complex financial, and regulatory statements for the company(ies) and/or business areas assigned.
• Maintains more complex investment accounting records as needed for the coordination, preparation and submission of the various required reports.
• Develops and submits complex investment accounting and financial transactions required for proper reporting.
• Ensures the completeness and accuracy of all reports, forms and data provided to internal and external clients/customers.
• Recommends management actions or alternatives when the analysis of financial documents discloses unfavorable trends, situations or deviations.
• Keeps informed of changes to GAAP regulatory requirements which ultimately impact the submission of statements, reports and other financial data.
• Participates in the development and design of more complex new systems and processes.
• Recommends changes to areas of responsibility that would enhance, improve or facilitate job performance, processing or workflow.
• Owns the development and design of new and enhanced systems and processes within the assigned areas, under limited guidance.
• Ensures preparation and analysis of the most complex pro forma financial data required for compliance with new requirements.
• Assists management in applying financial data and analysis to the solution of administrative and operating problems.
• Prepares state and supplemental reporting requirements as assigned and required.
• Prepares complex financial information to provide to internal and external auditors, IRS, state examiners and other regulatory agencies, as assigned.
• Prepares special reports and presentations as directed.
• Serves in a group leader capacity to other investment accountants on selected projects.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Investment Accounting Manager.

Typical Skills and Experiences:

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

License/Certification/Designation: CPA studies desirable.

Experience: Six years of investment accounting experience preferably in the insurance or financial service industries and within a specific product/business area.

Knowledge, Abilities and Skills: GAAP knowledge and/or functional business area regulatory requirements. Complex financial statement preparation including consolidation of companies/subsidiaries. Principles of taxation and the related impact on financial statement preparation. Investment Accounting and/or business computer systems. Company organizational structure and products and services. Verbal and written communication skills for internal/external contacts. Ability to analyze, discover and solve investment accounting problems, to interpret financial documents and data and to analyze and interpret legal requirements. Project management skills. Ability to interpret changes in financial reporting and legal requirements that may impact financial statement preparation and to the formulation of company or business area policies and procedures. Ability to effectively operate a personal computer and related software using advanced techniques. Ability to apply investment accounting principles, theories, concepts and practices to specialized, unique and/or nonrecurring, complex problems.

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. 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: Due to the fiduciary accountabilities within this job, a valid credit and/or background check will be required as part of the selection process.

Benefits

We have an array of benefits to fit your needs, including: medical/dental, paid time off plus nine paid holidays, 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.

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