This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Energy Exemplar is seeking a dynamic and strategic Vice President of Financial Planning & Analysis (FP&A) to lead the company’s global financial planning, forecasting, and analysis function. This executive will be a key member of the finance leadership team, partnering closely with the CFO, CEO, and other senior leaders to drive financial strategy, performance optimization, and long-term value creation. The VP FP&A will play a critical role in shaping business decisions through data-driven insights, strategic modeling, and financial leadership, ensuring the organization achieves both short-term objectives and long-term growth goals. Key Responsibilities - Drive the overall FP&A vision, aligning financial strategies with company goals and ensuring consistent execution across global business units. - Lead the annual, quarterly and multi-year forecasting processes, ensuring alignment with strategic initiatives and operational priorities. - Establish and manage key performance indicators (KPIs) and financial dashboards to monitor organizational performance, providing real-time insights to the executive team. - Oversee complex financial modeling, ROI assessments, and scenario planning to support investment decisions, pricing strategies, and business transformation initiatives. - Present financial results, forecasts, and strategic recommendations to the Board of Directors and Executive Leadership Team, translating financial data into actionable insights. - Collaborate with business unit leaders to evaluate strategic opportunities, drive operational efficiency, and enhance profitability. - Partner with the accounting and corporate finance teams to ensure consistency between management reporting and external financial statements. - Champion continuous improvement in financial processes, analytics capabilities, and planning tools to enhance scalability and accuracy. - Build, mentor, and lead a high-performing FP&A organization, fostering analytical rigor, innovation, and strategic partnership across the finance function. - Lead or sponsor special initiatives, including M&A analysis, integration planning, and capital allocation strategies. Qualifications - Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or relevant master’s preferred) - 10+ years of progressive FP&A experience within a software/PE backed organization, including 5+ years in a leadership or executive-level role - Proven track record of driving financial strategy and business performance in a complex, global, or high-growth organization - Exceptional analytical, strategic thinking, and problem-solving skills - Executive-level communication, presentation, and stakeholder management capabilities - Advanced proficiency in financial modeling, forecasting, and business intelligence tools (e.g., Adaptive, Hyperion, Tableau, Power BI) - Knowledge of ERP systems such as NetSuite - CPA, CFA, or similar financial certification strongly preferred - Experience leading organizational transformation, scaling FP&A capabilities, and building high-impact teams Benefits - Energy Exemplar is proud to be an equal opportunity employer. - We celebrate diversity and are committed to creating an inclusive environment for all team members. - We welcome applications from people of all backgrounds, experiences, identities, and abilities. - Please let us know if you require accommodations at any stage of the recruitment process—we're here to support you in showcasing your full potential.

We embrace passionate Team Members who consistently display our values: United, Informative, Approachable, Caring and Transparent. We are united in our collective effort to achieve member goals and proactively provide solutions tailored to individual Member needs. We are committed to ensuring that each Member receives a positive service experience and trusted financial advice. Join the Nuvision Team today! Let us be part of your career journey! In conjunction with the CFO, this key leadership role is responsible budgeting, forecasting, long-term planning, investment portfolio management, liquidity, interest rate risk and strategic analysis of the credit union. Conducts financial analysis, modeling, forecasting and reporting efforts to ensure business objectives and funding activities are met. Reviews analysis results, develops insightful suggestions for investments, balance sheet strategies, and leads strategic business decisions. Responsible for interest rate risk reporting, annual budgeting, forecasting liquidity, developing and maintaining pricing loan and deposit processes, variance reporting and analysis, managing profitability at multiple levels (Product, Member, Branch, Departments), and developing financial models to assist with new products or services. Works closely with the Controller to establish banking and funding relationships as well as ensure accounting and reporting processes are in place to support management of and monitoring of the credit union’s daily liquidity position. Adds value to the Credit Union by providing accurate analysis, budgeting, forecasting, ALM modeling, and maintaining a cost of funds and investment return that meets business objectives. Works closely with the VP of Products to ensure pricing of the credit union products exhibit an acceptable return. Leads with an expectation of teamwork & collaboration with internal business partners across the organization and viewed as role models for the organization. Responsibilities: - Recommends and executes profitability metrics and strategy to deliver business line results that meet credit union needs. - Manages Investment Portfolio and executes strategies as determined by ALCO. - Work with business partners and department heads to coordinate annual budget and variance reporting. - Manage liquidity and funding positions to meet loan demand and deposit obligations. - Leads the Finance Team for development and use of forecasting models to identify, measure and monitor risk and opportunities. - Establishes pricing models and guidelines with business partners to ensure positive economic results for loan and deposit activities. - Leads the Management ALCO and works closely with the CFO to ensure safe and sound management of the credit union’s balance sheet. - Develops and executes balance sheet transactions to improve financial results and mitigate interest rate risk, liquidity risk and strategic risk. - Monitors performance indicators and credit union trends to analyze the drivers of financial performance, - Monitors regional deposit markets to efficiently source funding. - Monitors performance, provides ongoing performance feedback and coaching to direct reports, indirect reports and others as needed, and conducts performance & development conversations as well as effective performance evaluations. - Expects and enables team members to support the works of peers. - Provide appropriate communications and updates to upline leaders pertaining to areas of responsibilities. - Supports and participates in continuous improvement activities. - Represents the Credit Union in a positive and professional manner. - Maintains member, team members and other sensitive information with confidentiality. - Treats co-workers and members with respect. - Supports, participates and volunteers in credit union member community activities, member relations and events that promotes member centric experiences. - Other related duties as assigned. Minimum Qualifications: - 7-10 years of supervision and management level functions of finance and treasury responsibilities. - Experience with investment portfolio management preferably in financial institutions. - Profitability measurement and modeling. - Strong finance background and knowledge of banking operations and portfolio management - Strong management and interpersonal skills with all levels of staff, organizational skills. - Strong analytical and problem resolution capabilities. - Presentation skills and self-starter. - Business Acumen, Process Management, Negotiating, Conflict Management, Developing Direct Reports, Motivating Others, Strong Verbal and Written communication skills. Preferred Qualifications: - 10+ years with a larger, regionally organized financial institution - Exposure to executive level interaction and reporting preferred - MBA Finance - Master’s Degree or 7 or more years related experience and/or training or combination of education/experience. - Experience working at a larger financial institution. - Experience working for an organization with a regional model including some matrix reporting structure. Education: - CPA, CFA, or CMA - Knowledge at a level normally acquired through completion of a Bachelor's degree in Finance, Business Administration, or related field, in order to acquire the technical background necessary to perform assigned duties and a professional certification or graduate degree. Website: nuvisionfederal.com/careers Pay scale by applicable geographic location: - Alaska: Min $182,477.96 - Mid $228,097.45 - Max $273,716.94 - Arizona: Min $160,878.52 - Mid $201,098.16 - Max $241,317.79 - Florida: Min $153,430.44 - Mid $191,788.06 - Max $230,145.67 - Nevada: Min $164,602.56 - Mid $205,753.21 - Max $246,903.85 - Northern CA: Min $191,415.65 - Mid $239,269.57 - Max $287,123.48 - Southern CA: Min $175,774.68 - Mid $219,718.36 - Max $263,662.03 - Texas: Min $154,920.06 - Mid $193,650.08 - Max $232,380.09 - Washington: Min $186,946.80 - Mid $233,683.51 - Max $280,420.21 - Wyoming: Min $158,644.10 - Mid $198,305.13 - Max $237,966.15 The final pay offered to a successful candidate will depend on several factors, including but not limited to the type and years of applicable experience within the job and industry, education, etc. California Employee Privacy Notice: https://nuvisionfederal.com/disclosures/ccpa/ Benefits: - Medical - Dental - Vision - Life Insurance - Flexible Spending Account - 401(k) Matching - Paid Time Off - Training Provided - Tuition Reimbursement Applicants must be legally authorized to work in the U.S. without the need for current or future sponsorship. Nuvision Credit Union is proud to be an Equal Opportunity Employer. At Nuvision Credit Union, we provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Nuvision Credit Union is committed to providing equal employment opportunities to all individuals, including those with disabilities. If you require a reasonable accommodation to complete the application or interview process, please contact our recruiting team at Recruiting@nuvisioncu.org. We will work with you to meet your needs in accordance with applicable laws.

• Develop and execute the strategy for professional services delivery, aligning with company growth goals and customer success outcomes • Lead and scale the North America team of practice directors, implementation consultants, project managers, solution architects, and technical architects • Own the full lifecycle of service delivery within your region —from scoping to go-live—ensuring exceptional customer experiences and predictable outcomes • Partner closely with Sales, Customer Success Management, and R&D to align cross-functional priorities and drive adoption • Collaborate with sales leadership to build and quote implementation solutions for long term customer success and growth of ServiceMax while maintaining appropriate project margins • Collaborate with services operations to optimize metrics, tools, and methodologies to measure team performance, project health, utilization rates, and customer satisfaction (e.g., CSAT, NPS) • Drive operational efficiency, process improvement, and resource optimization across all delivery functions • Manage a P&L, including bookings and revenue forecasting, margin targets, and resourcing models • Strive to meet or exceed quarterly and annual targets for the North America region • Act as an executive sponsor on strategic accounts and engagements • Build executive level relationships with customers to ensure executive level expectations are met throughout the project • Build and maintain partner relationships and leverage partners for subcontractor work as appropriate • Work with appropriate internal and external stakeholders to drive escalations to closure by facilitating internal communication and ensuring internal processes are leveraged.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As our Sales Leader, you will be the primary architect of our revenue growth. This isn't just a management role - it’s an invitation to leverage your deep industry ties and executive presence to scale a two-sided marketplace that empowers consumers and drives massive ROI for our partners. You will evangelize a data-driven model that prioritizes compliance, quality, and performance-based results. - Revenue Growth & Market Expansion - Drive aggressive new revenue growth by securing high-value purchasing agreements with Medicare Advantage, Medicare Supplement, PDP, and ACA agency partners. - Structure and negotiate sophisticated performance contracts, including CPL (Cost Per Lead), CPA (Cost Per Acquisition), and inbound call-based models. - Uncover and capture emerging distribution opportunities within the Medicare and ACA ecosystems to stay ahead of market shifts and enrollment cycles. - Relationship Management & Brand Advocacy - Build and maintain executive-level relationships with agencies, call centers, aggregators, and carriers. Act as a trusted advisor on lead strategy and growth optimization. - Clearly articulate the "Healthcare.com Edge," including our proprietary consumer acquisition strategy, data-driven intent signals, and compliance-first marketing approach. - Represent Healthcare.com at industry conferences, carrier events, and networking forums to maintain high visibility and credibility. - Sales Leadership & Operations - Develop and execute a comprehensive sales strategy aligned with company-wide growth targets and $100M+ revenue scales. - Build, mentor, and lead a high-performing sales team, fostering a culture of accountability, deal-making expertise, and continuous improvement. - Partner with Marketing, Compliance, and Operations to ensure our traffic converts into scalable, compliant enrollment opportunities for our partners. Qualifications - 7–10+ years of sales leadership experience specifically within the Medicare and/or ACA markets. - Demonstrated success selling insurance leads, inbound calls, or performance marketing solutions (CPL/CPA models). - Extensive existing relationships with decision-makers at Medicare Advantage and ACA agencies, FMOs, and high-volume call centers. - Strong understanding of CMS regulations, TCPA considerations, and healthcare marketing compliance standards. Requirements - Exceptional negotiation skills with the ability to close complex, high-stakes deals with CEOs and high-level stakeholders. - Comfortable reviewing performance metrics, ROI reporting, and data-driven business models to prove value to partners. - Ability to pivot between high-level strategy and hands-on deal execution without losing momentum. - Elite written and verbal communication skills; ability to explain complex marketplace dynamics simply and persuasively. Preferred Qualifications - Experience working within a two-sided marketplace or lead-generation platform. - Background in digital performance marketing and consumer journey optimization. - Experience scaling sales operations driving revenue in the $50M–$250M+ range. Benefits - Opportunity to work from home - Excellent work environment - Medical, dental, and vision insurance - Up to 15 days of paid time off - 11 company observed holidays - 8 weeks of paid parental leave - 401k plan with company match - Life insurance - Professional growth opportunity - Inclusive company culture established by an incredible team!