Capital Portfolio Insights Lead

CVS Health

Woonsocket (RI)

Hybrid

USD 83,000 - 183,000

Full time

4 days ago

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Benefits offered by this job

Medical insurance

Dental insurance

Vision coverage

Paid time off

Retirement savings

Wellness programs

Job summary

CVS Health seeks a Senior Manager of Retail Program Insights to lead the capital portfolio planning and reporting for Construction, Properties, and Real Estate. You will partner with finance, department leadership, and external partners to develop multi-year capital strategies, budgets, and forecasts while aligning results with reporting requirements.

You will oversee capital and cash-flow reporting, consolidate budgets, manage reallocations, and develop automated tools to improve accuracy and

Qualifications

Five or more years in accounting, finance, construction finance, financial analysis, or a related field.
Advanced proficiency in Excel and demonstrated experience with Access, database management, and PowerPoint.
Ability to develop financial models and deliver accurate reporting for existing and new business initiatives.
Strong critical-thinking, analytical, and problem-solving skills.
Excellent written and verbal communication skills with the ability to influence stakeholders, lead meetings, and develop clear processes and documentation.
Strong presentation skills and the ability to communicate effectively with audiences at all levels of the organization.
Demonstrated success building cross-functional relationships and leading complex processes.
Ability to think strategically, collaborate across organizational boundaries, prioritize competing demands, and meet aggressive deadlines.
Ability to work effectively both independently and in a team environment.
Experience managing, coaching, or supervising team members.
Demonstrated effectiveness in a hybrid work environment.
Experience using AI-powered solutions to improve operational efficiency, analyze information, and support business objectives is required.

Responsibilities

Lead the development and management of the department’s capital portfolio, including strategic planning, budgeting, forecasting, cash-flow reporting, business cases, and consolidation of commitments and actual results. (30%)
Manage, coach, and develop a direct report, establishing clear priorities, accountability, and performance expectations. (15%)
Partner with department leaders, business owners, and internal and external finance partners to build strong relationships, influence decisions, and improve financial performance. (30%)
Drive innovation, automation, and continuous process improvement across capital planning, reporting, and data-management activities. (25%)