FP&A Analyst: Budgeting, Forecasting & Insights

CVS Health; Austin (TX); On-site; USD 44,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Paid time off

Retirement savings options

Job summary

CVS Health is seeking an Analyst, FP&A to join our team. You will support month-end close and forecasting processes and present insights to Sr. Leadership.

This role emphasizes Excel modeling, rolling forecasts, and Hyperion data reconciliation, with a focus on accuracy, collaboration, and timely reporting across the finance function. This 40-hour work week offers growth opportunities and exposure to Leadership.

Qualifications

• 2+ years of professional work experience including internships; with financial analysis including budgeting, forecasting, and financial reporting.
• 2+ years Microsoft Excel experience with functions such as PivotTables, VLOOKUP, Filters, Sum if(s), and Index (Match).

Responsibilities

• Assisting with the creation of month end close & Forecast/Budget review decks for Sr. Leadership
• Updating rolling forecast Gross Profit templates each month
• Assisting with building Ad-Hoc views and templates as directed
• Uploading gross profit data into Hyperion and reconciling to supporting schedules

Skills

Financial analysis

Excel knowledge

Budgeting

Forecasting

Financial reporting

Education

Bachelor's degree in Accounting or Finance

Tools

Hyperion

Job description

CVS Health is seeking an Analyst, FP&A to join our team. You will support month-end close and forecasting processes and present insights to Sr. Leadership.

This role emphasizes Excel modeling, rolling forecasts, and Hyperion data reconciliation, with a focus on accuracy, collaboration, and timely reporting across the finance function. This 40-hour work week offers growth opportunities and exposure to Leadership.