Financial Planning and Analysis - Senior Manager

CVS Health; United States; Remote; USD 82,000 - 183,000; Full time

Job summary

CVS Health is seeking an FP&A Senior Manager to lead technical processes for budgeting and forecasting. This role involves coordinating with senior leaders, enhancing financial management processes, and preparing analyses to support enterprise decision-making. Ideal candidates possess extensive experience in financial planning, leadership, and project management with a Bachelor's degree in a related field.

Benefits

401(k) plan with matching contributions

Employee stock purchase plan

Wellness screenings and confidential counseling

Flexible work schedules

Tuition assistance

Qualifications

• 7+ years financial planning and analysis experience.
• 5+ years strong excel background.
• Experience managing large budgets.

Responsibilities

• Lead technical processes for budgeting and forecasting.
• Coordinate with senior leaders for monthly close & forecasting.
• Prepare financial analysis for enterprise guidance.

Skills

Financial Planning

Leadership

Project Management

Excel

Analytical Skills

Communication

Stakeholder Engagement

Education

Bachelor's Degree in Finance, Accounting or Business

Tools

S4

Hyperion

Tableau

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.

As an FP&A Senior Manager in Enterprise P&L Budgeting and Forecasting, you will be responsible for leading the technical day-to-day processes required to develop, implement, and manage the enterprise long-term forecasting financials and short-term monthly close processes, serving as the second-in-command to the Lead Director who directs and drives this work from a strategic perspective. This role will allow you to support the Lead Director in overall alignment, coordination and consistency in processes, analyses, stakeholder communication and execution of overall deliverables.

You will accomplish this by:

• Directing and collaborating with key enterprise, business segment, shared service, and finance senior leaders to facilitate the monthly close & forecasting efforts, while driving change to elevate by streamlining processes, enhancing coordination, and delivering on-time, quality outcomes in support of the priorities and initiatives identified in the “EPPM roadmap.”
• Supporting the development and execution of analysis, meetings, key milestones, and deliverables required of the Enterprise FP&A function in order to drive enterprise decision-making and overall financial management of the company. These meetings/actions/milestones include general preparation of exhibits and tasks to be completed in monthly close and forecasting processes.
• Working in close coordination with the strategy & op financial planning team, this role will prepare financial analysis that informs enterprise guidance, business segment/shared service forecast targets, BOD updates and proposals, Earnings/Investor Day messaging, and strategic plan priorities Corporate Calendar.

In this role, your success will be determined by your deep understanding of financial systems and connectivity to enterprise processes, as well as demonstrated competence, maturity, and a strong collaborative work style to develop and foster partnership with critical senior/executive-level constituents to achieve objectives. Your ability to “think beyond the spreadsheet” to develop custom analyses, message positioning/narratives and business recommendations for critical internal and external executive-level meetings/events (including quarterly earnings announcements, investor meetings and roadshows, Investor Day, and Board meetings) to support monthly close and forecasting will also contribute to your success.

Required Qualifications

• 7+ years financial planning and analysis experience. Multiple years proven leadership experience setting strategic direction and influencing change that resulted in quantifiable positive outcomes. Proven track record managing complex projects and or programs that resulted in cost savings. Experience managing large budgets. Project management experience.
• 5+ years strong excel background with focus on nested formulas for complex analysis and data set management

Preferred Qualifications

• Experience with enterprise-wide and/or cross-functional large-scale initiatives with high degree of complexity.
• As a business leader, influences all stakeholders to support key projects/programs to ensure positive outcomes that deliver on results.
• Drives change to improve performance results, organization effectiveness and/or systems/quality/services (e.g., policies, processes, or systems).
• Strong executive communication, project- management and change management skills
• Identifies gaps in processes or organization and challenges self and others to develop and implement solutions.
• Assists with analysis of key components of financial results, identifying trends and variances; addressing questions as needed
• Managed care / health insurance industry experience
• Experience with S4, Hyperion or Tableau

Education

Bachelor's Degree in Finance, Accounting or Business 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: 07/05/2025

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