Senior Analyst, FP&A

CVS Health; Northbrook (IL); On-site; USD 47,000 - 112,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Paid time off

Retirement savings options

Job summary

CVS Health, a leader in health services, seeks a Senior Financial Analyst to join the Channel & Client Margin FP&A team within Pharmacy Services. The role faces planning, forecasting, reporting, and analysis of client contractual pricing impacts.

A self-starter with strong finance skills will transform complex data into actionable insights for leadership. The candidate will collaborate with Sales, Underwriting, and cross‑functional partners to drive accurate budgets, meaningful forecasts, and

Qualifications

• 2+ years of experience in Finance or a related field (e.g. Accounting, Analytics)
• 2+ years of experience with Microsoft Excel

Responsibilities

• Partner with Sales and Underwriting teams to develop annual budgets by gathering inputs and building financial models.
• Conduct complex analyses of large datasets containing client contract and pricing information to quantify financial impact for forecasting and budgeting.
• Identify and implement process improvements to enhance efficiency, data quality, and forecast accuracy.
• Own the allocation and distribution of financial impacts across Retail, Specialty, and Mail channels.
• Drive continuous improvements in budgeting methodologies, data collection, analytics frameworks, and reporting capabilities.

Skills

Analytical thinking

Communication

Proactivity

Process improvement

Stakeholder collaboration

Financial results analysis

Problem solving

Education

Bachelor’s Degree or equivalent experience

Tools

Microsoft Excel

Tableau

Salesforce

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

CVS Health is seeking a Senior Financial Analyst to join the Channel & Client Margin FP&A team within the Pharmacy Services Segment (PSS). This role supports the planning, forecasting, reporting, and analysis of financial impacts related to client contractual pricing activities. The ideal candidate is a self-starter with a strong finance or analytical background, exceptional attention to detail, and the ability to transform complex data into meaningful business insights.

Key Responsibilities

• Partner with Sales and Underwriting teams to develop annual budgets by gathering business inputs, analyzing financial performance, and building financial models to support planning and decision-making.
• Conduct complex analyses of large datasets containing client contract and pricing information to quantify the financial impact of contractual pricing changes for forecasting and budgeting purposes. Ensure data integrity through validation, anomaly detection, and refinement of underlying assumptions and models.
• Identify, recommend, and implement process improvements that enhance operational efficiency, strengthen data quality, and improve the accuracy of financial reporting and forecasts.
• Own the allocation and distribution of financial impacts across Retail, Specialty, and Mail channels, ensuring accurate reporting, forecasting, and alignment with business objectives.
• Drive continuous improvements in budgeting methodologies, data collection processes, analytical frameworks, and reporting capabilities to support more effective financial planning and decision-making.

Core Competencies

• Exceptional analytical skills with strong attention to detail and the ability to convert complex data into meaningful business insights.
• Excellent verbal and written communication skills, including the ability to present financial information clearly to business partners and leadership.
• Proactive, results-oriented mindset with the ability to drive change and lead key initiatives.
• Strong process improvement capabilities focused on increasing efficiency, accuracy, and scalability.
• Proven relationship-building and collaboration skills with the ability to work effectively across multiple business functions.
• Experience consolidating, analyzing, and communicating financial results, forecasts, and performance trends.
• Strong stakeholder management skills with the ability to influence and engage senior leaders and cross-functional teams.
• Advanced problem-solving skills with the ability to identify opportunities, assess risks, and develop actionable recommendations.

Required Qualifications

• 2+ years of experience working in Finance or a related field (e.g. Accounting, Analytics)
• 2+ years of experience with Microsoft Excel

Preferred Qualifications

• Minimum 2-3 years relevant FP&A experience
• Intermediate to advanced Excel skills, including financial modeling and data analysis
• Experience in Pharmacy Benefit Management (PBM), pharmaceutical, or healthcare industries
• Experience analyzing large data sets
• Experience with Tableau and Salesforce is a plus

Education

• Bachelor’s Degree or equivalent experience required
• Finance, Accounting or similar degree preferred

Anticipated Weekly Hours: 40

Time Type: Full time

Pay Range: $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: 08/29/2026

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