Analyst, Financial Operations

CVS Health Corporation; New Mexico; Hybrid; USD 44,000 - 102,000; Full time

Job summary

CVS Health Corporation in New Mexico is seeking a PBM Client Billing Financial Analyst to join our Financial Operations. The role blends ticket queue management in Salesforce with client-specific task work, supporting revenue-cycle operations for Caremark and collaborating with internal Billing Production Advisors and Finance IT.

The ideal candidate has at least 1 year in a finance-related field, strong Excel skills, and the ability to manage multiple assignments with tight deadlines.

Qualifications

• 1+ year of experience in a finance-related field.
• Experience working in Microsoft Excel.
• Preferred: PBM revenue cycle experience; SAP/SAP HANA, Access, SAS a plus.

Responsibilities

• Support revenue cycle operations for CVS Caremark client billing.
• Document, review, and resolve cycle processing errors.
• Collaborate with internal Billing Production Advisors and Finance IT to optimize processes.

Skills

Finance experience

Excel advanced

Education

High Diploma or GED

Bachelor's degree preferred

Tools

SAP

SAP HANA

Access

SAS

Job description

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time.

Position Summary

The PBM Client Billing Financial Analyst role requires an ambitious, motivated, and eager individual, looking to work for an industry leading, Fortune 4 company. The position is a part of our Financial Operations department within the Client Billing Team. The individual will be working with a dynamic and skilled group, which manages the revenue-cycle operations for CVS Health’s Caremark business. The Financial Analyst will play an instrumental role in the success of our Client Billing team, as we help people on their path to better health.

This role is a hybrid between operational ticket queue management via SalesForce Case work and Client specific task management. This will require significant time management, and the ability to flex work hours due to the client’s invoice and report cadence. Some of the client tasks will require occasional weekend hours and extended hours on any given day to ensure client tasks are completed in accordance with any applicable SLA tied to the task. The Financial Analyst will work with internal partners to document, review, and resolve cycle processing errors. This will include monitoring their own client tasks and supporting the larger PBM Billing Cycle through project work, cycle issue resolution, and other larger initiatives. They will be the first line of support for any issues that may arise for their own tasks and case work and will also work closely with our internal Billing Production Advisors and Finance IT to support, review, and improve our revenue cycle processes. The role does require interfacing with multiple business units, occasionally attending and or conducting conference calls, and establishing good rapport with all internal and external partners.

The candidate should have experience creating work instruction documentation. They need to demonstrate the ability to identify, initiate, and follow through on issues to support projects which align with enterprise objectives. They must also be able to identify process inefficiencies and provide recommendation to management on how to resolve. The individual needs a proven record of working within cross-functional teams which work to identify and resolve issues which have a broad organization impact.

Required Qualifications

• 1+ years of experience in a Finance related field
• Experience working in Microsoft Excel.

Preferred Qualifications

• Experience in PBM revenue cycle environment
• Experience creating, reviewing, and approving project documents, reporting, work instructions
• Experience with SAP and SAP HANA, Access, and SAS is a plus
• Self-starter, goal- oriented, ability to manage multiple assignments with strict deadlines.
• Intermediate to expert level in Microsoft Excel, with experience using functions such as PivotTables, V-Lookup, Filters, Macros, etc.

Education

• High Diploma or GED Required
• Bachelor's degree preferred

Anticipated Weekly Hours

40

Time Type

Full time

Pay Range

The typical pay range for this role is:

$43,888.00 - $102,081.00

This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.

Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.

Great benefits for great people

We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families.

This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.

Additional details about available benefits are provided during the application process and on Benefits Moments (https://learn.bswift.com/cvshealth-mainland) .

We anticipate the application window for this opening will close on: 10/30/2026

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

CVS Health is an equal opportunity/affirmative action employer, including Disability/Protected Veteran — committed to diversity in the workplace.