Client-Facing Rebate & Finance Analyst

Cvshealth; United States; Remote; USD 47,000 - 112,000; Full time

Benefits offered by this job

Comprehensive benefits

Bonus eligibility

Job summary

CVS Health is seeking a Rebate Engagement professional to join a new client-facing team responsible for managing contract rebate reporting, payment, and reconciliation deliverables, including invoicing and service warranty in a PBM/healthcare setting.

The role collaborates with Sales, Finance, Trade and Reporting to ensure client requirements are met, identifies trends in reporting, and leads process improvements and strategic projects.

Qualifications

• 2+ years of professional experience in PBM/healthcare operational and/or financial role(s).
• 2+ years of experience performing in-depth research, investigation, analysis, and/or ad-hoc reporting.
• Experience in Microsoft Office, particularly Excel (must know how to do VLOOKUPS and pivot tables).

Responsibilities

• Partner with internal cross-functional areas such as Sales, Finance, Trade and Reporting to ensure all client requirements are met and supported.
• Review and analysis of reporting to identify trends and opportunities, plus quality inspection prior to client delivery.
• Solve for opportunities identified through trend analysis – process improvement / strategic projects.
• Independently manage client issues and projects with little involvement from leadership.
• Triage of Finance specific Aunt Team requests.
• Support multiple complex client escalations and projects– requiring “outside of the box” solutions and ideas.
• Conduct “lessons learned” and feedback meetings post resolution of issues to improve processes for the future, including FOX and CSX support.
• Create and maintain issue and project tracking support tools as needed (Milestone Report/CRAID/Agendas/etc.).
• Partner with cross-functional partners to align on client and project expectations.
• Escalate appropriately when support is needed or risk is identified, linear and/or cross-functional escalation.
• Send weekly meeting agenda and meeting notes 24hrs prior and after meeting takes place.
• Regular summary updates to Finance leadership

Skills

PBM/Healthcare operations

Analytical skills

Excel expertise

Client facing experience

Project management

Education

Bachelor’s Degree or equivalent experience

Tools

Excel

Salesforce

Job description

CVS Health is seeking a Rebate Engagement professional to join a new client-facing team responsible for managing contract rebate reporting, payment, and reconciliation deliverables, including invoicing and service warranty in a PBM/healthcare setting.

The role collaborates with Sales, Finance, Trade and Reporting to ensure client requirements are met, identifies trends in reporting, and leads process improvements and strategic projects.