Manager - Strategic Financial Planning & Investments

CVS Health; Hartford (CT); Remote; USD 60,000 - 146,000; Full time

Job summary

CVS Health is seeking a Manager for Strategic Financial Planning & Investments to support key financial initiatives across the enterprise. This remote position involves financial modeling, capital planning, and collaboration with cross-functional teams to enhance operational efficiency. Candidates should have a solid financial background and strong analytical skills, and will engage in vital decision-making processes.

Benefits

401(k) plan with company matching

Employee stock purchase plan

Paid time off

Flexible work schedules

Qualifications

• 5+ years of experience in financial planning or strategic analysis.
• Experience with enterprise-wide projects.
• Ability to interpret financial data.

Responsibilities

• Support financial modeling, capital planning, and business case development.
• Assist in coordinating capital investment planning processes.
• Contribute to business cases and cost-benefit analyses.

Skills

Analytical skills

Problem-solving

Communication

Organizational skills

Education

Bachelor’s degree in Finance, Business, or Economics

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

Manager - Strategic Financial Planning & Investments

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Manager - Strategic Financial Planning & Investments

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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.

About The Role

We are seeking a collaborative and results-driven Manager, Strategic Financial Planning & Investments to support key financial initiatives across the enterprise. In this remote role, you’ll contribute to financial modeling, capital planning, and business case development in support of high-impact projects. This is an excellent opportunity for a strategic thinker with a strong financial background to help drive data-informed decisions and operational efficiency at CVS/Aetna.

Key Responsibilities

• Financial Planning & Analysis: Support the development of financial models and strategic frameworks that inform clinical services initiatives and enterprise planning. Participate in the preparation and analysis of multi-year capital plans.
• Investment & Capital Planning: Assist in coordinating the capital investment planning process across the organization. Partner with Finance and business leaders to ensure investments align with enterprise priorities.
• Portfolio Support & Performance Tracking: Help manage the investment portfolio by contributing to governance processes, compiling performance data, and supporting regular reporting on project status and outcomes.
• Business Case Development: Contribute to the preparation of business cases and cost-benefit analyses for new initiatives. Support value realization by tracking and reporting financial and operational outcomes.
• Collaboration & Communication: Collaborate across cross-functional teams and serve as a liaison between business stakeholders, finance, and strategy teams. Present data and insights in a clear, structured manner to support decision-making.
  
  

Location

• This ia a work-from-home position and one can live anywhere in the United States.
  
  

Qualifications

• 5+ years of experience in financial planning, strategic analysis, business consulting, or related fields
• Strong analytical and problem-solving skills, with the ability to interpret financial data and translate it into actionable insights
• Experience supporting enterprise-wide projects and cross-functional teams
• Proficient in Microsoft Excel, PowerPoint, and Word
• Effective written and verbal communication skills
• Highly organized and self-motivated with attention to detail
  
  

Education

• Bachelor’s degree preferred in Finance, Business, Economics, or a related field
• Master’s degree or relevant certifications (e.g., CPA, CFA) are a plus, but not required
  
  

Anticipated Weekly Hours

40

Time Type

Full time

Pay Range

The Typical Pay Range For This Role Is

$60,300.00 - $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: 07/11/2025

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

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

• Industries

  Hospitals and Health Care

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