Job description
Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you!
As a Specialist, you’ll be responsible for the daily resolution of various cases and suspense accounts. You’ll need to reconcile expenses and payables for the major lines of business. You’ll also have opportunities to research and analyze reporting and provide workable solutions to processing problems.
Compensation Grade: D3
***ADDITIONAL INFORMATION - PLEASE READ CAREFULLY***
The information between the asterisks contains specific information about this position while the information after the asterisks contains general information about jobs in this job family at Nationwide.
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IPSO Life & Annuity Tax Reporting Team Overview
The IPSO Tax Reporting & Reconciliation team is primarily responsible for the creation of accurate tax reporting and remittance for IPSO customers. This entails making sure that our administration systems are reporting & remitting correctly and house accurate information. To accomplish this, the team works closely with a variety of other IPSO and NF business partners and communicates directly with producers and customers by phone and email to answer their tax reporting questions. The team reconciles reporting and remittance to verify that the correct amount of withholding is sent to IRS and the states. On a daily basis, we work customer requests for taxable gain quotes that allow customers to make informed decisions about actions they are considering on their policies (Will they be taxed if they take that loan, withdrawal, surrender, etc.?). We also spend time in research, data analytics, and lite automation. Our team consists of 12 associates that are in the H building in Grandview, Ohio and at home.
Financial Services Report & Reconciliation Analyst Overview
The Financial Services Report & Reconciliation Analyst responsibilities include:
- Learning and maintaining skills across several transaction types and administration systems across both life insurance and annuity business lines
- Report reconciliation and transactional research
- Data analysis
- Internal/external customer interactions
- Learning and researching state and federal tax regulations
- Contributing to and leading continuous improvement projects through the Lean system and various automations
- Daily work will include research, calculations, reviewing reports, reconciliation, data analytics, and ad hoc reporting
- Time and process management is integral to the Analyst’s role as they will need to manage their own varying workflow volumes and SLAs
Competencies:
- Advanced Excel skills
- Data analytics experience and/or a strong interest to learn
- VBA knowledge (writing Excel Macros) experience and/or a strong interest to learn
- SQL experience and/or a strong interest to learn
- Power Automate, Power Apps, and Power BI experience and/or a strong interest to learn
- Ability to complete complex calculations and research
- Ability to operate effectively under tight timelines while maintaining quality standards
- Independent decision-making skills
- Ability to review and analyze situations and provide input regarding solutions both independently and in a collaborative environment
- Interest in Continuous Improvement and LEAN project suggestions and implementation
- Proactive, engaged attitude (willing to be a part of a close team)
- Ability to understand, anticipate, and proactively act upon customer needs
- Excellent verbal and written communication skills to interact with business partners
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Job Description Summary
Do you love connecting and building new business relationships? If you have a natural curiosity, are excited about helping people and want to accelerate both your personal and professional growth, we want to know more about you!
As a Specialist, you’ll be responsible for the daily resolution of various cases and suspense accounts. You’ll need to reconcile expenses and payables for the major lines of business. You’ll also have opportunities to research and analyze reporting and provide workable solutions to processing problems.
Job Description
Key Responsibilities:
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Collects, analyzes, verifies, researches and recommends solutions to processing and booking problems and reports through daily analysis.
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Balances and reconciles various cases and suspense account to the general ledger.
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Prepares and analyzes financial reports and statements.
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Ensures accuracy of reporting and reconciliation for various businesses, products and functions.
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Trains and cross-trains other team members on work functions and processing procedures.
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Acts as technical source to answer questions from other departments.
May perform other responsibilities as assigned.
Reporting Relationship: Reports to Manager/Director.
Typical Skills and Experiences:
Education: Undergraduate studies in accounting, finance or related field.
Experience: Two years of experience in accounting, finance, tax reporting or customer service.
Knowledge, Abilities and Skills: Strong verbal and written communication skills. Ability to communicate both internally and externally. Ability to set work priorities that conform with established standards.
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 the Nationwide Values.
Job Conditions:
Overtime Eligibility: Non-Exempt (Eligible)
Working Conditions: Normal office environment.
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,
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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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