Consultant, Treasury

As a team member in the Finance 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, Internal Audit, and so much more. 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.

Internal Job Grade - G3

This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.

This is a hybrid position located in Columbus Ohio and you will be required to come into the office two days per week (Tuesday & Thursday)

This role is part of the Treasury Banking Services team. The individual will oversee debt-related compliance, reporting, and audit requirements. Responsibilities include forecasting available collateral in collaboration with our Investments and Actuarial teams, leading various working groups and cross-functional project teams, and managing compliance oversight programs for banking-related regulatory and contractual requirements. The ideal candidate will have expertise in treasury-related topics and/or debt and capital markets, along with experience in leading projects and cross-functional working groups.

Eight years financial experience including banking, financial analysis, planning or auditing. Prefer at least five years project and/or cross functional working group leadership.

Job Description Summary

Are you intellectually curious about finance with experience in complex projects and business-wide collaborations? We are industry leading innovators in banking services. If you can be a trusted advisor and executor of capital market and structure financing transactions, we want to know more about you!

As a Consultant, you'll lead Treasury projects, including enterprise initiatives and their impacts to banking and/or payments. We'll count on you to develop business cases and aid in the implementation of new recommendations to lower expenses. You'll be a front line business consultant for Cash Management systems, data and models and lead project work on systems improvements.

Job Description

Key Responsibilities:

• Coordinates the implementation of Treasury Consulting projects. Responsible for developing business uses cases and models to assist the Treasury Consulting team on providing recommendations to the business as it relates to innovation in banking and payments. Supports the department in approvals for transactions. 

• Manages associates, including performance management, salary planning and administration, training and development, workflow and organization planning, day-to-day management, hiring and placement and disciplinary actions for direct and possibly indirect reports. 

• Writes business cases with Senior Consultant for systems or process changes related to cash management and liquidity. Drives the cash and liquidity portions of business unit integration and divestiture efforts. Facilitates account elimination and other bank service utilization reviews with the Cash Team and Banking Services, with attention to systems and workflow issues.

• Performs dashboard development and maintenance for daily cash and liquidity status using relevant systems. Builds and maintains forecasting and liquidity monitoring models as advised by Senior Consultant, including review of forecast inputs, query development, statistical reporting and cash threshold reports. Builds needed data exports to external scorecards for Office of Investments, Enterprise Risk Management, and Controllership/Finance. 

• Performs periodic systems control reviews and support internal and external audit efforts. Assists Senior Consultant and Associate Vice President in benchmarking cash and liquidity metrics to industry and general Treasury practice.

• Engages Nationwide Technology units in Office of Investments, Nationwide Financial operations, Property & Casualty related to cash and liquidity initiatives. Conduct training and education for cash systems and reporting users and outreach.

• Serves as a subject matter authority and business lead on bank and internal system interfaces, driving necessary changes and upgrades as well as assisting the cash team with any issues and temporary workarounds. Coordinates cash management and forecasting system troubleshooting with Technology and driving issue resolution.

• Develops, coordinates and maintains business process and policy documentation for cash, forecasting and liquidity activities of cash management, including planning and systems continuity.

May perform other responsibilities as assigned.

Typical Skills and Experiences:

Education: Undergraduate degree in accounting, finance, economics, banking or other related field

License/Certification/Designation: CTP preferred. Other designations, such as PMP or CPA are a plus.

Experience: Eight years financial experience including banking, financial analysis, planning or auditing. Prefer at least three years project leadership, management or supervisor experience.

Knowledge, Abilities and Skills: In-depth knowledge of financial analysis, financial statement and Corporate-wide business analysis. In-depth knowledge of GAAP and SAP and insurance/financial services business requirements. Project management concepts and techniques. Prefer familiarity with debt management and banking practices. Outstanding interpersonal skills are necessary to interact with a wide variety of internal and external audiences and the banking community. Ability to lead and train associates in all aspects of credit analysis and security administration. Ability to analyze debt and make appropriate recommendations. Verbal and written communication skills for internal and external contacts, presentations and project documentation. 

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the Officer/Executive, and HR Consultant.

Values: Regularly and consistently demonstrates Nationwide Values.

Job Conditions:

Overtime Eligibility: Not Eligible (Exempt)

Working Conditions: Normal office environment. Some travel may be required.

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 Check: Due to the fiduciary accountabilities within this job, a valid credit check 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/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.