Senior Analyst, FP&A

CVS Health; Maryland; Hybrid; USD 47,000 - 112,000; 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 a Senior Analyst, FP&A to join the PBM Finance Planning & Analysis team. You will support financial planning, forecasting, and reporting for prescription volumes, membership, and revenue, leveraging SQL and SAP HANA to extract and reconcile large datasets.

You will partner with Finance, Analytics, Underwriting, and IT to improve forecasting models, controls, and automation. Strong communication, detail orientation, and time management are essential.

Qualifications

• 2+ years experience in FP&A, financial analysis, business analytics, or related analytical role.
• Experience in budgeting, forecasting, variance analysis, and reporting.
• Proficient in Microsoft Excel with complex formulas and data reconciliation.

Responsibilities

• Support financial planning and forecasting for prescription volumes, membership, and revenue.
• Review forecast inputs and validate key planning assumptions.
• Use SQL and SAP HANA to extract, reconcile, and validate data.
• Maintain forecast/budget yearly calendar and communicate with stakeholders.
• Resolve data and process issues with Finance, Analytics, Underwriting, and IT.
• Gather and document requirements for models and reporting enhancements.
• Review data flows, calculations, and processes to strengthen controls.
• Identify opportunities to automate tasks and reduce manual work.
• Document forecasting processes, assumptions, and validation procedures.
• Communicate financial insights and key findings to stakeholders.

Skills

Financial analysis

Data interpretation

Communication

Time management

Attention to detail

Education

Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Data Analytics, Information Systems

Tools

SQL

SAP

Power BI

Tableau

Microsoft Access

Job description

Position Summary

Position Summary CVS Health is seeking a Senior Analyst, FP&A to join our PBM Finance Planning & Analysis (FP&A) team to support financial planning, forecasting, and reporting for prescription volumes, membership, and revenue. This role is responsible for reviewing forecast assumptions, validating financial and operational data, and ensuring consistency across planning and reporting processes. The Senior Analyst will leverage SQL and SAP HANA to extract, reconcile, and analyze large datasets, identify data quality or reporting issues, and support recurring forecast and budget cycles. The role will partner closely with Finance, Analytics, Underwriting, and IT partners to improve forecasting models, deadlines, controls, and automation. The ideal candidate combines strong financial analysis skills with communication skills, time management, attention to detail, and the ability to translate business requirements into practical solutions.

Key Responsibilities

• Support financial planning and forecasting for prescription volumes, membership, and revenue via PAPM platform.
• Review forecast inputs and validate key planning assumptions.
• Use SQL and SAP HANA (Querying tools) to extract, reconcile, and validate data.
• Maintain forecast/budget yearly calendar and communicate it with stakeholders.
• Resolve data and process issues with Finance, Analytics, Underwriting, and IT.
• Gather and document requirements for models and reporting enhancements.
• Review data flows, calculations, and processes to strengthen controls.
• Identify opportunities to automate tasks and reduce manual work.
• Document forecasting processes, assumptions, and validation procedures.
• Communicate financial insights and key findings to stakeholders.

Required Qualifications

• 2+ years of experience in FP&A, financial analysis, business analytics, or a related analytical role.
• Experience supporting budgeting, forecasting, variance analysis, and reporting.
• Experience in Microsoft Excel, including complex formulas, data reconciliation, and illustrative tools.

Preferred Qualifications

• Experience in healthcare, pharmacy benefit management, managed care, insurance, or a related industry.
• Experience working with SQL, Access, or other querying tools to extract, analyze, reconcile, and validate large datasets.
• Experience with SAP products.
• Experience with Power BI, Tableau, or similar business intelligence and visualization tools.
• Experience identifying opportunities for process automation and reducing manual financial reporting activities.
• Experience partnering across Finance, Analytics, Underwriting, Technology, and other cross-functional teams.
• Strong attention to detail with a focus on accuracy, controls, and data integrity.
• Strong written and verbal communication skills with the ability to explain financial and technical findings to business stakeholders.
• Ability to work with tight deadlines and ensure timeliness of all stakeholders.
• Ability to manage multiple priorities and recurring deliverables in a deadline-driven environment.
• Ability to perform data-quality reviews and identify missing data, mapping issues, reporting inconsistencies, and unusual results.

Education

Bachelor’s degree in finance, Accounting, Economics, Business Administration, Data Analytics, Information Systems, or a related analytical fields.

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: 12/11/2026

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 what'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.