Financial Planning and Analysis - Senior Manager

CVS Health; Hartford (CT); On-site; USD 82,000 - 183,000; Full time

Job summary

CVS Health is seeking an experienced financial analyst to join their executive financial management team. The role involves developing metrics, analyzing financial results, and collaborating with leadership to enhance strategic decision-making. Applicants should have a strong background in financial reporting within the healthcare industry, alongside excellent communication and analytical skills.

Benefits

Affordable medical plan options

401(k) plan with matching contributions

Employee stock purchase plan

No-cost health programs

Tuition assistance

Qualifications

• 8 years financial reporting experience in healthcare or financial services required.
• Experience with financial systems and analysis.
• Strong verbal and written communication skills.

Responsibilities

• Analyze financial results and develop key metrics for reporting.
• Collaborate across teams to ensure consistency in data sourcing.
• Maintain sophisticated financial models and reports.

Skills

Financial reporting

Financial analysis

Communication

Analytical skills

Attention to detail

Education

Bachelor’s degree or equivalent

Tools

Microsoft Excel

PowerPoint

Hyperion

Oracle

Microsoft Access

Job description

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.

As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.

This role is part of a executive financial management reporting & analysis team that helps CSM Senior Leaders understand monthly and forecasted results metrics, identify key levers and drivers, recommend growth strategies, achieve financial targets and overall margin requirements of the product lines.

You will:

• Develop key metrics reporting, analyze month close and forecasted business results, and present findings to Senior Leaders, Actuarial, and CSM CFO.
• Work closely with CSM FP&A team, actuarial, data science, business CFOs, and MEU on analytics, ad hoc requests, process improvement, and report design and enhancements.
• Collaborate across the organization including with key leaders, actuarial, MEU, and business CFOs to align on appropriate key metrics, consistency in data sourcing, and financial drivers

Key Responsibilities:

• Develop and maintain sophisticated financial models and reports requiring substantial data sets from multiple systems.
• Synthesize data sets into comprehensive summaries for executive consumption to support business analytics, strategic decision-making, and long-term financial planning.
• Analyze underlying results, data credibility, and recommend process and report enhancements.
• Communicate effectively across the organization to ensure transparency and consistency in data representation.
• Execute methodologies for reporting and analysis inclusive of quality and consistent organizational practices.
• Effectively leverage technology to streamline and automate reporting activities, ad hoc request, and provide insight into financial drivers.

Required Qualifications

• 8 years financial reporting experience in healthcare, managed care insurance or financial services with identifying risks and opportunities, consolidate/report results to business partners and financial management, financial reporting/analysis at both regular and ad hoc frequencies and building and reporting analytics via PowerPoint presentations

Preferred Qualifications:

• Financial concepts and modeling
• Financial Analysis
• Experience with financial systems – Hyperion, Oracle, S4
• Microsoft Excel experience using functions such as PivotTables, VLOOKUP, Filters, etc.
• Microsoft Access and PowerPoint experience
• Excellent verbal and written communication skills
• Strong attention to detail and analytical skills
• Creating Management presentations
• Communicating clearly and presenting appropriate level of information to senior leaders
• Ability to work in a fast-paced environment
• Effectively employ both written and interpersonal skills in accomplishing responsibilities
• Proven team player with ability to work with all levels of colleagues, including managers and peers
• Strong analytical skills, modeling new products and initiatives

Education
Bachelor’s degree or equivalent (HS Diploma and 4 years of experience) required.

Pay Range

The typical pay range for this role is:

$82,940.00 - $182,549.00

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. This position also includes an award target in the company’s equity award program.

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 our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:

• Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.

• No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.

• Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.

For more information, visithttps://jobs.cvshealth.com/us/en/benefits

We anticipate the application window for this opening will close on: 06/27/2025

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