Financial Planning Manager

Egreenservices; West Jordan (UT); Remote; USD 106,000 - 163,000; Full time

Job summary

CVS Health in West Jordan, UT seeks a Financial Planning Manager to own forecasting, liquidity modeling, and strategic finance initiatives. The role is remote with a strong emphasis on actionable storytelling from data and delivering repeatable financial wins across the team.

You will build cash flow models, oversee the remote payroll run, support due diligence, and generate ad hoc reports for finance leadership, with a clear path to senior finance responsibilities.

Qualifications

• Bachelor's degree or equivalent practical experience.
• Strong communication and budgeting skills.
• Ability to turn data into actionable decisions.
• Ability to write clear meeting recaps read by all stakeholders.

Responsibilities

• Model the runway to ensure CVS Health knows the next funding date.
• Develop cash flow models and monitor liquidity for the West Jordan team.
• Oversee the remote payroll run from gross calculation to tax filing.
• Support due diligence and financial modeling for strategic initiatives.
• Create ad hoc reports for finance leadership by combining Innovation and Reconciliation.

Skills

Data storytelling

Communication skills

Budgeting knowledge

Workflow tools experience

Education

Bachelor's degree in related field

Tools

Organization workflows

Job description

If you live in spreadsheets and think in margins, our Financial Planning Manager opening in West Jordan, UT may be your next move. The offer reads simply — remote, $106,000 - $163,000, 8 years, and a manager role where ownership is not a perk but the point.

Key Responsibilities

• Model the runway so CVS Health always knows its next funding date
• Develop cash flow models and monitor liquidity for the West Jordan, UT team
• Carry the remote payroll run from gross calc to filed tax deposit
• Support due diligence and financial modeling for strategic initiatives
• Generate ad hoc reports combining Innovation and Account Reconciliation for finance leadership

What You'll Bring

• Hands-on experience with modern Organization workflows and tooling
• Bachelor's degree in a related field, or equivalent practical experience
• Working knowledge of Communication alongside transferable Budgeting chops
• Storytelling instincts that turn data into a decision
• A communicator who writes the meeting recap nobody asked for but everyone reads

Built in West Jordan and run on caffeine and conviction, CVS Health turns messy finance problems into clean, repeatable wins. Our West Jordan, UT team moves at a steady, sustainable pace and protects time for deep, focused Risk Assessment work.

We offer a competitive salary of $106,000 - $163,000, comprehensive health coverage, and a clear path to grow into senior finance work.

We are actively reviewing applications for this Financial Planning Manager role this week.