Manager Shared Services FP&A

9025 CVS Shared Services Resources LLC; United States; On-site; USD 66,000 - 146,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Paid time off

Retirement savings options

Job summary

CVS Health is seeking a Senior FP&A Manager to lead forecasting, budgeting, monthly close and strategic planning for a $1B+ Shared Services portfolio across nine functions. You will partner with business leaders to explain performance, identify risks and opportunities, and drive cost actions and data quality.

The role emphasizes leadership, cross-functional collaboration, and scalable reporting, supporting PMO governance and consolidated financial insight for executive decision-making.

Qualifications

• 5+ years in financial planning and analysis or related finance discipline.
• 3+ years of budget/portfolio management through close, forecasting and planning cycles.
• 2+ years of experience with SAP.

Responsibilities

• Lead forecasting, budgeting, monthly close, and strategic planning.
• Partner with leaders to identify risks, opportunities and cost actions.
• Improve reporting accuracy and streamline planning processes.
• Own consolidation of $1B+ budgets across 9 areas.
• Drive PMO governance and initiative tracking.

Skills

Financial modeling

Forecasting

Budgeting

Financial analysis

Excel

PowerPoint

Executive communication

Cross-functional collaboration

Problem solving

Education

Bachelor's degree in Finance/Business/Accounting

Tools

SAP

Workiva

Tableau

S/4HANA

Anaplan

Workday

Job description

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time.

Position Summary

As a member of the Shared Services Finance team, this role will lead core FP&A activities for an assigned business portfolio, including forecasting, budgeting, monthly close, financial reporting, and strategic planning. The Manager will partner with business and finance leadership to explain performance, identify risks and opportunities, and recommend cost management actions. The role will also serve as a force multiplier for the broader team by improving consolidated reporting, data quality and speed, and PMO governance. Success requires a leader who can drive accountability for deliverables and initiatives, influence across functions, and simplify and scale how the organization operates.

Key Responsibilities

• Financial Planning & Budget Ownership Lead forecasting, budgeting, monthly close, and strategic planning activities
• Partner with business leadership to identify risks, opportunities, and cost management actions
• Contributes to streamlining financial planning and analysis processes, enhancing data accuracy, and improving efficiency
• Consolidated Reporting & Data Management Own end-to-end consolidation of broader team reporting for $1B+ Shared Services budgets across 9 functional areas
• Improve data quality & validation, reporting speed, and automation capabilities within Workiva reporting system
• Identify opportunities to streamline manual reporting activities
• Manage special finance projects and other ad-hoc requests as assigned
• PMO & Central Office Management Co-lead Central Office Management and PMO operating model
• Coordinate across finance team to meet changing enterprise deliverables, deadlines, and leadership requests
• Manage initiative governance, milestone tracking, and status reporting
• Drive accountability and follow-through across initiative owners
• Identify opportunities to simplify, standardize, and scale how the organization operates

Required Qualifications

• 5+ years of related experience in financial planning and analysis, accounting, business planning, or a related finance discipline- 3+ years of experience managing a budget or business portfolio through close, forecasting, budgeting, and strategic planning cycles, including identifying risks, opportunities, and key business drivers
• 3+ years of variance analysis, cost management, financial modeling, and translating results into actionable business insights and recommendations
• 2+ years of experience with SAP
• A successful candidate should possess strong financial acumen, advanced Excel and PowerPoint skills, exceptional analytical and problem-solving abilities, and a proven track record of leading cross-functional initiatives, building stakeholder partnerships, and translating financial data into actionable business recommendations, presenting skills at executive level.

Preferred Qualifications

• Experience in finance transformation, business operations, PMO governance, project management, or process improvement
• Experience managing complex budgets and consolidating financial inputs across multiple functions
• Working knowledge of enterprise planning, reporting, and data visualization tools such as S/4HANA, Anaplan, Workday, Workiva, and Tableau
• Curious, adaptable, and collaborative team player with the flexibility to learn new functions, systems, and processes and take on evolving responsibilities

Education

• Bachelor’s degree in Finance, Business Management, Accounting or related field required; or equivalent work experience

Time Type

Full time

Anticipated Weekly Hours

40

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.

Great benefits for great people

We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families. This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families.

• The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.

Additional details about available benefits are provided during the application process and on Benefits Moments.

We anticipate the application window for this opening will close on: 11/06/2026

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

Our Work Experience

Our Work Experience is the combination of everything that's unique about us: our culture, our core values, our company meetings, our commitment to sustainability, our recognition programs, but most importantly, it's our people.

Our employees are self-disciplined, hard working, curious, trustworthy, humble, and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in the area.