Our Mission Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable. Overview Job Summary: The AVP, FP&A is a strategic and influential leader responsible for driving financial planning, forecasting, and analysis across key revenue-generating functions, including Sales, Marketing, and Product. This role will lead the development of revenue forecasting models, own and evolve pricing strategies, and the analytics function supporting go-to-market teams. As a critical finance business partner, AVP FP&A will collaborate closely with Sales, Marketing, Product, and Executive leadership to provide insightful financial analysis, support strategic decision-making, and drive profitable growth. This position requires strong leadership skills to mentor a team and the ability to effectively communicate complex financial information to stakeholders.  Essential Management Responsibilities: Manages and carries out the personnel actions for direct reports, including but not limited to hiring and scheduling; training and evaluating; coaching and managing performance; making salary, merit, or other compensation recommendations for team of direct reports; and making recommendations and/or taking corrective or disciplinary action as appropriate. Essential Duties and Primary Responsibilities: Revenue Forecasting & Planning - Lead the development and continuous improvement of short- and long-term revenue forecasts. - Partner with Finance, Sales, Product, and Executive teams to deliver accurate, actionable forecasts aligned with company objectives. - Develop models to assess revenue sensitivity to various internal and external factors.   Pricing Strategy - Own and evolve pricing models across product lines, ensuring competitiveness, profitability, and scalability. - Collaborate with Product, Marketing, and Sales to test, implement, and iterate pricing strategies. - Conduct market and competitor pricing analyses to inform strategic decisions.   Sales, Marketing, and Product Forecasting & Analytics - Lead the analytics function that supports go-to-market teams with performance tracking, KPI development, and forecasting. - Partner on establishing robust reporting dashboards and processes for demand generation, sales pipeline, conversion rates, and customer acquisition metrics. - Partner with Product teams to forecast product adoption, utilization trends, and monetization opportunities.   - Serve as the primary finance business partner for Sales, Marketing, and Product organizations. - Drive budget planning, quarterly forecasting, and long-range planning processes for all GTM and product functions. - Provide financial analysis and strategic insights on ROI of marketing campaigns, sales programs, and product investments. - Monitor performance vs. plan, analyze variances, and develop actionable recommendations to improve efficiency and impact. - Support investment cases and resource allocation decisions with detailed financial modeling and scenario planning.   Cross-Functional Leadership - Serve as a strategic thought partner to CCO, CFO, and Head of Product. - Lead and mentor a team of analysts and directors across pricing, and FP&A functions. - Present insights and recommendations to executive leadership and influence strategic planning   Additional Duties and Responsibilities: - Other duties as assigned Qualifications: Education and Experience: - Bachelor's degree in Finance, Accounting, or related field   - 15+ years of related work experience, including 5+ years of leadership experience   - Strong background in managing financial reporting, budget preparation, and regulatory compliance.   Specialized Knowledge, Skills, and Abilities: - Exceptional leadership, communication, and interpersonal skills with the ability to build relationships and collaborate effectively across all levels of the organization.   - Strong analytical skills, attention to detail, and ability to manage multiple projects and deadlines simultaneously.   - Strong problem-solving, critical thinking, organizational, multi-tasking, and time management skills   - Ability to work in a fast-paced, dynamic environment and adapt to changing organizational needs.   Certifications, Licenses, Registrations: - CPA, CFA or other financial license, a plus   Physical/Mental Requirements and Demands: - Work requires normal range of hearing, vision and verbal communication skills, with or without a reasonable accommodation. - Must be able to use a telephone or headset equipment and operate a keyboard and other office equipment, with or without reasonable accommodation. - Must be able to spend prolonged periods of each workday on the phone - The ability to perform work at a computer station for 6-8+ hours a day and function in an environment with frequent interruptions is required. - May experience elevated levels of stress during periods of increased activity and with work entailing multiple deadlines. #LI-Remote This is a remote position. Salary Range $175,000.00 To $220,000.00 / year Benefits & Perks The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position will be eligible for performance-based incentives and restricted stock units as part of the total compensation package, in addition to a full range of benefits including: - Medical, dental, and vision - HSA contribution and match - Dependent care FSA match - Uncapped paid time off - Paid parental leave - 401(k) match - Personal and healthcare financial literacy programs - Ongoing education & tuition assistance - Gym and fitness reimbursement - Wellness program incentives Onboarding & Travel This is a remote role, with an in-person onboarding training component. New team members must participate in Trailhead, HealthEquity’s immersive onboarding experience Trailhead is designed to foster meaningful connections, support your integration into the organization, and equip you with a strong understanding of our business. Trailhead participation is a key expectation of this role. Trailhead is held onsite at our headquarters once per quarter. HealthEquity covers all required travel and accommodations. This role may begin with a virtual, self-paced onboarding experience, followed by a mandatory onsite Trailhead session at a later date. HealthEquity is committed to providing reasonable accommodations to team members with qualifying disabilities. Should you be selected for this role and require an accommodation, we will put you in touch with our Benefits Team so you can begin the accommodation request process. Why work with HealthEquity HealthEquity has a vision that by 2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth. Join us and discover a work experience where the person is valued more than the position. Click here to learn more. You belong at HealthEquity! HealthEquity, Inc. is an equal opportunity employer, and we are committed to being an employer where no matter your background or identity – you feel welcome and included. We ensure equal opportunity for all applicants and employees without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, veteran status, or other legally protected characteristics. HealthEquity is a drug-free workplace. For more information about our EEO policy, or about HealthEquity’s applicant disability accommodation, drug-free-workplace, background check, and E-Verify policies, please visit our Careers page. HealthEquity uses Microsoft Copilot to transcribe screening interviews between candidates and their direct Talent Partner for note taking and interview summaries. By scheduling a screening interview with us, you consent to Microsoft Copilot’s AI technology recording and transcribing your interview with your Talent Partner. This information will be reviewed for accuracy and then used by HealthEquity to summarize the interview, ensure accuracy, and facilitate our hiring process. We take privacy seriously. You have the option to opt out. If you wish to opt out of this Microsoft Copilot transcription, please notify your Talent Partner in advance of the interview. If we do not receive an opt-out request from you, we will assume that you consent to the use of Microsoft Copilot. At HealthEquity, our goal is to save and improve lives by empowering healthcare consumers. This shared purpose inspires everything we do, including how we approach hiring. Our process is designed to get to know the real you: your skills, experiences, and potential to make a difference. We value honesty, originality, and the courage to do the right thing, even when it is not the easiest path. Showing up as your authentic self reflects these values and helps us build something truly remarkable together. As AI is becoming a common tool throughout the application process, we want to be clear about its appropriate use at HealthEquity. Using AI to support resume writing, research, or interview preparation is perfectly acceptable, provided the content is accurate and genuinely represents your qualifications and skills. For other key parts of our interview process, however, it is important that the ideas, communication, and work you share reflect your own voice, experiences, and thinking. We ask that you participate in our live interviews and complete any assessments without AI assistance unless instructions explicitly indicate otherwise or a specific exception is discussed and approved in advance. This approach ensures fairness, celebrates your individuality, and allows your authentic perspective to shine. Behaviors that do not align with these guidelines may result in disqualification from the hiring process or termination of employment if later discovered. We appreciate your understanding and look forward to learning about the unique contributions only you can bring to HealthEquity. HealthEquity is committed to your privacy as an applicant for employment. For information on our privacy policies and practices, please visit HealthEquity Privacy.

Entity: Owensboro Health System | Department: Finance | Work Hours: 0800-1600 | Weekend Requirements: N/A | 1.0 FTE Job Summary: Provides advanced financial analysis and decision-support related to managed care contracts, reimbursement methodologies, and payer performance. This role supports Managed Care leadership, Financial Services, and operational departments by analyzing data, modeling financial impacts, preparing reports, and assisting with the evaluation and monitoring of managed care agreements. The position also supports budgeting, forecasting, and strategic initiatives that impact reimbursement and contract performance. Job Responsibilities: - Performs statistical, cost, and financial analysis of data to evaluate managed care contract performance, reimbursement methodologies, and revenue impacts. - Analyzes and monitors financial aspects of existing managed care agreements, identifying trends and providing recommendations for renewals, renegotiations, or participation decisions. - Prepares financial reports, forecasts, and modeling related to payer reimbursement, provider contracts, profitability, and health care cost trends. - Supports the development, evaluation, and implementation of managed care contracts and reimbursement structures in collaboration with Managed Care leadership. - Assists in loading and maintaining contract terms, rates, and fee schedules within financial and decision-support systems. - Collaborates with clinical, administrative, and financial departments to communicate contract details, address operational issues, and support decision‑making. - Monitors payer performance and payer contract compliance, regulatory changes, and marketplace developments affecting reimbursement. - Researches and analyzes payer trends, providing data‑driven insights for leadership presentations, committees, and strategic planning. - Performs special projects, financial research, and forecasting assignments as needed, ensuring quality and timely deliverables. - Proofreads, redlines, edits, and formats managed care contracts, exhibits, and amendments. - Ensures accurate distribution of executed agreements, exhibits, fee schedules, and operational updates. - Maintains accurate and organized electronic repositories of all contracts, fee schedules, participation information, and payer correspondence. - Tracks all contract activity, effective dates, renewal cycles, term notifications, redline versions, and implementation timelines. - Maintains positive and professional working relationships with payer contacts, ensuring timely, organized, and clear communication. - Facilitates or supports payer operational meetings, including developing agendas, preparing meeting packets, taking minutes, and tracking follow‑up actions. - Supports Managed Care leadership with committee preparation, meeting coordination, presentations, and follow-up tracking. Skills and Attributes: - Requires critical thinking skills and decisive judgment. - Works under general supervision. - Must be able to work in a stressful environment and take appropriate action. - Requires a strong understanding of the specialized concepts, practices, and procedures in the area of specialization. Position Requirements: Work Experience - A minimum of 2 years' relevant experience required Education - Bachelor's degree or higher in Accounting, Business Administration, Finance or related field as determined by the organization required upon hire. Additional Education Information - A combination of education, training and experience may be considered in lieu of degree. Licensure/Certification/Registration - No licensure/certification/registration required Organizational Responsibilities: - Supports Owensboro Health’s Mission, Vision, Core Commitments, and business interests. Adheres to all organizational policies and procedures. Executes all tasks and behaves in a manner consistent with a culture of compliance, safety and a high reliability organization. Additional Job Information: - This job description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. Specific duties and responsibilities consistent with the general nature and level of work described may vary by department and additional related duties may be assigned as needed. Some duties listed may not apply to all employees with this job description. - The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Organization and the employee occupying the position. Standard ADA Settings: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Demands: (Office Environment) Standing: Occasionally Walking: Occasionally Sitting: Frequently Lifting 0-25 lbs.: Rarely Lifting 25-75 lbs.: Rarely Lifting over 75 lbs.: Rarely Carrying 0-25 lbs.: Rarely Carrying 25-75 lbs.: Rarely Carrying over 75 lbs.: Rarely Pushing/Pulling 0-25 lbs.: Frequently Pushing/Pulling 25-75 lbs.: Rarely Pushing/Pulling over 75 lbs.: Rarely Climbing: Rarely Bending/Stooping: Rarely Kneeling: Rarely Crouching/Crawling: Rarely Reaching: Occasionally Talking: Frequently Hearing: Frequently Repetitive Foot/Leg Movements: Rarely Repetitive Hand/Arm Movements: Frequently Keyboard Data Entry: Frequently Running: Rarely Vision: Depth Perception: Frequently Vision: Distinguish Color: Frequently Vision: Seeing Far: Frequently Vision: Seeing Near: Frequently Hazardous Drug Risk Exposure: Risk Level: No-Risk Owensboro Health Core Commitments INTEGRITY - We conduct ourselves with a high level of responsibility, reliability and honesty because we take seriously the trust of our patients and coworkers. RESPECT - We value and accept the unique talents and contributions of every patient, customer and team member in the Owensboro Health community. TEAMWORK - We build a spirit of connectivity and fellowship by striving together to overcome obstacles, surpass goals, celebrate accomplishments and plan the future. INNOVATION - We foster original ideas and creative solutions that improve our daily work and promote the mission of Owensboro Health. SERVICE - We focus on service to patients, customers and team members by anticipating their needs, thoughtfully meeting those needs and continually improving the quality of everything we do. EXCELLENCE - We reach beyond basic expectations to expand our knowledge and awareness, produce exceptional work and provide outstanding service.

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Candidates with 1-2 years desk experience as an Insurance Underwriter strongly preferred. Excess and Surplus/Specialty underwriting a plus. Candidates local to Phoenix area ideal for on-site training purposes - option to be remote thereafter a possibility. Work hours based on customer time zone (i.e. may be EST or CST). #LI-AS1 Job Description Summary Are you a critical thinker who can analyze complex risk and find insurance solutions that balance customer needs with business goals? If you can take initiative, use both your analytical and creative abilities to make sound decisions and have a desire to help people solve real challenges, we want to hear from you! Our Excess & Surplus/Specialty (E&S/S) lines allow us to provide insurance that other carriers may not offer. It’s a fast-paced environment in a collaborative, team-oriented culture, working in an always-changing, growing industry. As an Underwriter, you will determine individual risk acceptability, pricing, coverage, terms and conditions, by developing, analyzing and evaluating information and exposures on risks of basic technical complexity and with limited authority. You will be responsible for achieving production and loss ratio goals with or without an assigned territory by reviewing and analyzing claims, loss history and taking appropriate action on individual accounts and/or program or territory. We'll count on you to drive profit and premium to meet financial goals and objectives through developing, negotiating and implementing business plans. Your knowledge of reinsurance placement requirements, if any, on individual accounts, is important and valued. You will have opportunities to foster positive business relationships with agents and reinsurers. Job Description Key Responsibilities: - In partnership with underwriting (UW) leader / team member, reviews individual risks from agents or brokers or programs with or without assigned territory, from agents, brokers or program managers and either declines or accepts business based upon information necessary to make the decision. Analyzes exposures to loss, develops an adequate premium charge for the exposure, determines appropriate endorsements and exclusions to address loss exposures for the insurance contract. - Achieves team /individual production and loss ratio goals through sound broker management, territory management and marketing, with or without assigned territory. Makes corrective action recommendations on individual risks. In partnership with UW leader / team member, handles policy maintenance items and other mid-term requests. Reviews endorsement requests and processes necessary changes to the policy. Reviews loss control reports and makes recommendations to UW leader. Follows up on outstanding information as required. - Achieves production, profitability and service objectives. Quotes, prices and underwrites new and renewal policies and endorsements, primarily for complex or service sensitive accounts. Monitors risk selection and pricing decisions for entire agency plant, both on a book of business and individual account level basis. - Continually analyzes premium and loss results in their territory by agency, broker, state, major class of business and by program. Audits individual policies for compliance with company guidelines. Development and implementation of specific action plans may be required. - Handles policy maintenance items and other mid-term requests. Reviews endorsement requests and processes necessary changes to the policy. Reviews loss control reports and makes recommendations to the agent and/or changes to the policy. Follows up on outstanding information as required. Reviews claim activity and takes appropriate action. - Fosters positive business relationships with agents and brokers through daily contact with assigned agents by developing and maintaining good rapport and resolving agency conflicts. Travels to agency offices as required for audits, training or marketing visits. Entertains agents visiting the company as required. Assists with development of marketing ideas and strategies for underwriting seminars and other marketing campaigns. Strengthens internal and external relationships through regular contact on underwriting matters, promoting profit and new business growth, renewal retention and service capabilities. - Proactively develops technical and business knowledge through internal and external venues. - Markets Nationwide products and services to help drive agency and company results, including all enterprise products that may enhance offerings. Assists agency with strategies for pipeline management, producer development and to develop new business in targeted industries and preferred markets. Responds effectively to assess accounts and develop business propositions that win the business. May perform other responsibilities as assigned Reporting Relationships: Reports to Underwriting Manager. Typical Skills and Experiences: Education: Undergraduate degree preferred. Equivalent work experience will be considered in lieu of a degree. License/Certification/Designation: Completion of general insurance courses such as CPCU, CIC, AU, ARM, CPIW, CWIS, or ASLI is preferred. Experience: Three years related experience or prior experience as an underwriter, excess & surplus lines preferred. Knowledge, Abilities and Skills: Knowledge of lines underwriting policies, practices and procedures, insurance law and underwriting marketing principles and techniques, rating plans and plan concepts, Treaty & Facultative reinsurance concepts, general agency system and company operations, regulatory issues, the general agency system, market conditions and company operations. Ability to communicate effectively, orally, and in writing, interpersonally with individuals and groups via telephone, fax, e-mail and in person. Demonstrates advanced negotiation skills. Ability to manage the assigned line or lines of business, which may include monitoring of aggregates. Ability to work with the wholesale/general agency distribution system. Ability to analyze insurance risks to determine acceptability including policy language, various commercial rating plans and methodologies, reinsurance. Ability to use/learn job related computer software. Ability to devise business solutions to problems, implement the most appropriate, and monitor its effectiveness. Ability to make decisions with minimal supervision. 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 Nationwide Values. Job Conditions: Overtime Eligibility: Not Eligible (Exempt) Working Conditions: Normal office environment. Travel out of state as required several times a year. In-town entertaining required as necessary after 5:00 P.M. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or requisitions 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 Underwriter, Contract Underwriting - E&S/ Specialty : $54,000.00-$100,500.00 The expected starting salary range for Underwriter, Contract Underwriting - E&S/ Specialty : $54,000.00 - $81,000.00

• Functional Ownership: Lead and improve the strategic finance partnership across the Revenue and Marketing organizations, acting as a trusted advisor to senior leaders to influence and quantify key business decisions. • Strategic Planning & Forecasting: Develop and own financial frameworks that connect sales capacity, marketing spend, conversion, and retention to ARR growth and company-level financial targets. Drive budget planning, pacing, and forecast accuracy across GTM functions. Build models to forecast acquisition, activation, and free-to-paid conversion performance, translating funnel health into financial outcomes. • Decision Support & Business Case Development: Build robust operational and financial models for major initiatives, including ROI, LTV/CAC, and payback analysis. Quantify trade-offs between growth and profitability, and partner with Sales and Marketing leadership on scenario analysis supporting strategic initiatives, resource allocation, and investment decisions. • Performance Measurement: Design and track key GTM KPIs — including CAC, LTV/CAC, payback period, sales productivity, conversion rates, and retention efficiency. Evaluate the ROI of marketing channels, campaigns, and sales investments, partnering with Marketing Operations, RevOps, and Data teams to validate attribution and performance metrics. Support quarterly and annual GTM reviews with clear insight into spend efficiency and growth contribution. • Data & Analytics Infrastructure: Partner with Data and BI teams to define reporting requirements, build and maintain analytical datasets, and ensure Finance has reliable, scalable access to the metrics that matter. Serve as a bridge between Finance and technical data teams — and write SQL independently to pull, validate, and explore data without relying on a data team intermediary. • Team and Culture Stewardship: Foster a collaborative, data-driven culture within Finance by modeling analytical rigor, proactive communication, and cross-functional partnership. Help shape scalable processes, workflows, and tools that enable the team to operate efficiently and deliver high-quality insights as the company grows. • AI-enabled Process Improvement: Identify and spearhead opportunities to leverage AI-based tools and modern data infrastructure to streamline forecasting, automate reporting, and surface insights — helping unlock team capacity for high-impact analysis.