Senior Analyst, FP&A - Admin, Transaction & Broker Fees

CVSHealth; California (MO); On-site; USD 47,000 - 122,000; Full time

Job summary

CVS Health is seeking a Senior Analyst, FP&A – Admin, Transaction & Broker Fees to support budgeting, forecasting, and variance analyses for fee-related lines within the Pharmacy Services business. You’ll help develop annual plans and quarterly forecasts, and communicate findings to Finance leadership.

The role requires 2–4 years of relevant experience, strong Excel and data analysis skills, and the ability to build financial models and clear reports for senior management.

Qualifications

• Bachelor's Degree required.
• 2-4 years of professional work experience.
• Experience in PBM/managed care or health services environment preferred.
• Proficiency in Excel and Tableau or similar visualization tool experience preferred.

Responsibilities

• Develop annual operating plan, multi-year plan, and quarterly forecasts for Admin Fees, Transaction Fees, and Broker Fees.
• Perform monthly variance analysis for fee-related P&L lines; identify drivers such as client mix, volume, and rate changes.
• Build and maintain financial models supporting fee analytics, including transaction volume modeling and scenario planning.
• Prepare reporting packages and management deliverables for fee-related financials for leadership.
• Support ad-hoc analytical requests and special projects as directed by the Manager.

Skills

Financial planning

Budgeting

Forecasting

Data analysis

Attention to detail

Communication

Collaboration

PBM/Managed care familiarity

Education

Bachelor's Degree

Master's Degree

Tools

Excel

Tableau

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:

The Senior Analyst, FP&A – Admin, Transaction & Broker Fees supports financial planning, forecasting, and variance analysis for administrative fees, transaction fees, and broker fees within CVS Health’s Pharmacy Services business. Reporting to the Manager, FP&A Fees, Credits, GTs, Legislative & Network Consolidation, this role contributes to the development of annual budgets, quarterly forecasts, and monthly variance reporting for these Network P&L line items. The Sr. Analyst helps ensure fee-related financials are accurately planned, monitored, and clearly communicated to Finance leadership.

PRIMARY DUTIES AND RESPONSIBILITIES:

• 35% - Supports the development of annual operating plan, multi-year plan, and quarterly forecasts for Admin Fees, Transaction Fees, and Broker Fees, including client-level and pharmacy-level detail.
• 25% - Performs monthly variance analysis for fee-related P&L lines,identifyingand communicating key drivers including client mix, volume, and rate changes.
• 20% - Builds andmaintainsfinancial models supporting fee analytics, including transaction volume modeling, client-level fee rate analysis, and scenario planning.
• 15% - Prepares reporting packages and management deliverables for fee-related financials, supporting clear andtimelycommunication to leadership.
• 5% - Supports ad-hoc analytical requests and special projects as directed by the Manager.

EDUCATION:

Preferred:

Masters Degree

Doctorates Degree

Other Certificates or Licenses

Required:

Bachelor's Degree

REQUIRED SKILLS:

• 2-4 years of professional work experience
• Financial planning, budgeting, and forecasting skills in a PBM, managed care, or health services environment
• Familiarity with pharmacy fee structures including admin fees, transaction fees, and broker fee mechanics preferred
• Proficiency in Excel and experience with large data sets; Tableau or similar visualization tool experience preferred
• Strong attention to detail and organizational skills; ability to manage multiple P&L lines with accuracy
• Effective written and verbal communication; ability to prepare clear management-ready reporting
• Collaborative work style with ability to partner with Client Management, Contracting, and Operations teams

Anticipated Weekly Hours

40

Time Type

Full time

Pay Range

The typical pay range for this role is:

$46,988.00 - $122,400.00

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 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.

• medical, dental, and vision coverage
• paid time off
• retirement savings options
• wellness programs
• 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: 09/11/2026

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