Senior Analyst, Financial Operations

CVS Health; EE. UU.; A distancia; USD 47.000 - 112.000; Jornada completa

Descripción de la vacante

CVS Health is hiring for a Rebate Engagement role focused on managing client contracted rebate reporting, payment and reconciliation deliverables. You will collaborate with internal teams and external stakeholders to drive issues to resolution and deliver high-quality outcomes.

The role emphasizes project management, data analysis, and proactive problem solving in a client-facing setting. You will work with Sales, Finance, Trade and Reporting to meet client requirements, review reporting for

Formación

• 2+ years of professional experience in PBM/healthcare operational and/or financial role(s).
• 2+ years of experience performing in-depth research, investigation, analysis, and/or ad-hoc reporting.
• Experience in Microsoft Office, particularly Excel (VLOOKUPS and pivot tables).

Responsabilidades

• Partner with Sales, Finance, Trade and Reporting to meet client requirements.
• Review and analyze reporting to identify trends and opportunities.
• Independently manage client issues and projects with minimal leadership involvement.
• Triage Finance specific Aunt Team requests and support complex client escalations.
• Create and maintain issue and project tracking tools (Milestones, CRAID, Agendas).
• Escalate when risk is identified and align with cross-functional teams.
• Provide regular updates to Finance leadership.

Conocimientos

Analytical thinking

Excel pivot

Educación

Bachelor's Degree

Herramientas

Salesforce

Descripción del empleo

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

The Rebate Engagement team is an exciting and dynamic new team being formed to address a current knowledge gap between the client and rebate/financial and reporting operations. This team is a client facing group of individuals who work with internal Account Team and rebate/financial/reporting operations team partners to manage client contractual obligations. Team members are responsible for the management and oversight of all client contracted rebate reporting, payment, and reconciliation deliverables (client invoicing, service warranty) as well as client financial projects, initiatives and other financial matters related to the client contract. The role requires someone who can drive issues to resolution while effectively collaborating with key internal and external stakeholders to deliver high quality and predictable outcomes. You will be a facilitator, not an operator, so project/issue management skills will be key to your success in this role.

GENERAL RESPONSIBILITIES

• Partner with internal cross-functional areas such as Sales, Finance, Trade and Reporting to ensure all client requirements are met and supported
• Review and analysis of reporting to identify trends and opportunities, plus quality inspection prior to client delivery
• Solve for opportunities identified through trend analysis - process improvement / strategic projects
• Independently manage client issues and projects with little involvement from leadership
• Triage of Finance specific Aunt Team requests
• Support multiple complex client escalations and projects- requiring "outside of the box" solutions and ideas
• Conduct "lessons learned" and feedback meetings post resolution of issues to improve processes for the future, including FOX and CSX support

PROJECT MANAGEMENT RESPONSIBILITIES

• Create and maintain issue and project tracking support tools as needed (Milestone Report/CRAID/Agendas/etc.)
• Partner with cross-functional partners to align on client and project expectations
• Escalate appropriately when support is needed or risk is identified, linear and/or cross-functional escalation
• Send weekly meeting agenda and meeting notes 24hrs prior and after meeting takes place
• Regular summary updates to Finance leadership

SOFT SKILLS NEEDED TO BE SUCCESSFUL IN ROLE

• Excellent verbal and written communication skills – transparent and trustworthy
• Strong relationship building skills – approachable and consultative
• Ability to flex communication approach based on client/partner style (friendly approach vs. direct approach)
• Resilient and tenacious / Decisive
• Attention to detail / Time management
• Client centric / Curious mindset
• Self-motivated and proactive (vs. reactive)
• Strong critical thinking skills

Required Qualifications

• 2+ years of professional experience in PBM/healthcare operational and/or financial role(s)
• 2+ years of experience performing in-depth research, investigation, analysis, and/or ad-hoc reporting
• Experience in Microsoft Office, particularly Excel (must know how to do VLOOKUPS and pivot tables)

Preferred Qualifications

• Prior experience in client-facing role
• Demonstrated project management experience
• Advanced Microsoft Excel skillset including pivot-tables, advanced formulas, and maneuvering data sets
• Prior Salesforce use

Education

• Bachelor's Degree or equivalent experience.

Anticipated Weekly Hours

40

Time Type

Full time

Pay Range

The typical pay range for this role is: $46,988.00 - $112,200.00

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: 12/18/2026

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

Our Work Experience 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.