FP&A Analyst: Forecasting & Insights

CVSHealth; Dallas (TX); On-site; USD 44,000 - 85,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Paid time off

Retirement savings options

Wellness programs

Job summary

CVS Health is seeking an Analyst, FP&A to join our team in Dallas, TX. This role focuses on supporting month-end close, budgeting and forecasting processes to drive accurate financial insights for leadership. You will build rolling forecasts, reconcile gross profit data in Hyperion, and create flexible templates.

Strong Excel skills and a proactive, detail-oriented mindset are essential to succeed. This role offers full-time hours with comprehensive benefits and opportunities for professional

Qualifications

• 2+ years of professional work experience including budgeting, forecasting, and financial reporting.
• 2+ years of Excel experience with PivotTables, VLOOKUP, and advanced filters.
• Experience with Hyperion or similar planning software is preferred.

Responsibilities

• Assist with month-end close and forecast/budget decks for Sr. Leadership.
• Update rolling forecast templates and reconcile gross profit data.
• Create ad-hoc views and templates and upload gross profit data into Hyperion.

Skills

Financial analysis

Budgeting & forecasting

Microsoft Excel

Education

Bachelor's degree in Accounting/Finance or related field

Tools

Hyperion

Job description

CVS Health is seeking an Analyst, FP&A to join our team in Dallas, TX. This role focuses on supporting month-end close, budgeting and forecasting processes to drive accurate financial insights for leadership. You will build rolling forecasts, reconcile gross profit data in Hyperion, and create flexible templates.

Strong Excel skills and a proactive, detail-oriented mindset are essential to succeed. This role offers full-time hours with comprehensive benefits and opportunities for professional