Manager, Financial Planning and Analysis

CVS Health; Northbrook (IL); Remote; USD 66,000 - 146,000; Full time

Job summary

An established industry player is seeking a Manager for Financial Planning and Analysis to drive insights into financial performance. This role involves budgeting, forecasting, and variance analysis, supporting decision-making with critical insights. The ideal candidate will lead a team, leveraging tools like Alteryx and Tableau for accurate reporting. With a focus on healthcare, this opportunity is perfect for those with a passion for finance and a desire to make a meaningful impact in the industry. Join a company that values its employees and offers a competitive benefits package.

Benefits

401(k) plan with matching contributions

Employee stock purchase plan

Wellness screenings

Tobacco cessation programs

Confidential counseling

Financial coaching

Tuition assistance

Flexible work schedules

Paid time off

Family leave

Qualifications

• 5+ years in finance or related field.
• Strong Excel and SQL skills required.

Responsibilities

• Develop budgets and forecasts for P&L.
• Analyze financial performance and profitability drivers.
• Manage and develop a team of direct reports.

Skills

Financial Analysis

Budgeting

Forecasting

SQL

Excel

PowerPoint

Communication Skills

Healthcare Experience

Education

Bachelor’s Degree in Business

Equivalent Experience

Tools

Alteryx

Tableau

SAP

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.

Position Summary

As Manager, Financial Planning and Analysis you will be responsible for driving insights into the financial performance for the NetworkChoice business within CVS Health’s Pharmacy Services segment. This role will lead Financial Planning & Analysis activities for a portion of the P&L, including budgeting, forecasting, variance analysis, month-end close support, and the creation of reporting that drives insight into the business. You and your work will highlight to management key business drivers, risks, opportunities, and provide insights needed to make critical business decisions. This is a people manager role and will be supported by a team of direct reports. This role is open for remote candidates.

Responsibilities

• Develop robust, nuanced budgets and forecasts for a portion of the NetworkChoice segment’s P&L
• Oversee the analysis of financial performance, including profitability drivers, identifying margin leakage, along with analysis of trends and variances, and communicate findings and recommendations to senior management
• Conducts scenario analysis and sensitivity analysis to evaluate the financial impact of various business scenarios and help guide strategic decisions
• Establish financial planning and analysis processes and systems, leveraging business intelligence tools such as Alteryx and Tableau to efficiently create accurate and timely reporting
• Manage and develop a team of direct reports
  
  

Required Qualifications

• 5+ years of experience working in finance or a related field (e.g., accounting, analytics, corporate strategy, consulting)
  
  

Preferred Qualifications

• Extensive knowledge of Excel and PowerPoint, and SQL; Tableau, Alteryx and SAP experience a plus
• Outcomes oriented with the ability to deliver accurate and timely results
• Excellent written and verbal communication skills
• Ability and desire to learn new technologies
• History of working with big data
• Healthcare experience
  
  

Education

• Bachelor’s Degree or equivalent experience required; preferably in Business, Finance, Accounting or other quantitatively oriented fields; accredited four year college or university or equivalent experience
  
  

**This remote optional role is not available for sponsorship**

Anticipated Weekly Hours

40

Time Type

Full time

Pay Range

The Typical Pay Range For This Role Is

$66,330.00 - $145,860.00

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.

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, visit https://jobs.cvshealth.com/us/en/benefits

We anticipate the application window for this opening will close on: 05/26/2025

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