Senior Analyst, Reconciliation COE

CVS Health; Hartford (CT); On-site; USD 46,988 - 112,200; Full time

Benefits offered by this job

Medical, Dental, Vision coverage

Paid time off

Wellness programs

Job summary

CVS Health is seeking a Senior Analyst, Reconciliation COE, to lead execution and review of balance sheet reconciliations in alignment with enterprise standards. The role partners with onshore/offshore teams to ensure timely resolution and audit-ready documentation.

The position requires proactive management, clear prioritization, and adherence to COE governance. This full-time role offers comprehensive benefits and opportunities to improve reconciliation processes through automation and tool

Qualifications

• 3+ years of accounting, reconciliation, or financial operations experience.
• Experience performing or reviewing balance sheet reconciliations in a controlled environment.
• Knowledge of SOX controls and financial reporting processes.

Responsibilities

• Execute balance sheet reconciliations in alignment with COE standards, ensuring completeness and accuracy.
• Validate supporting documentation with clear audit trail.
• Apply risk-based review to high-risk and material accounts.
• Identify and challenge unsupported balances or insufficient explanations before certification.
• Identify, track and drive resolution of reconciling items with root cause identification.
• Monitor aging of open items and follow up per thresholds.
• Collaborate with business and functional teams to resolve discrepancies and clear balances.
• Escalate aged, complex, or high-risk items timely.
• Support account clean-up and reduction of recurring discrepancies.
• Coordinate with offshore teams to maintain quality standards and SLAs.
• Maintain SOX compliance and provide audit documentation.

Skills

Reconciliations & Account Analysis

Controls Mindset

Collaboration & Cross-Functional

Communication

Continuous Improvement

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

BlackLine

SAP

Oracle

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, Reconciliation Center of Excellence (COE), is responsible for execution and review of balance sheet reconciliations in accordance with enterprise controllership standards. This role ensures reconciliations are complete, accurate, and supported by appropriate documentation, with a primary focus on risk-based review, reconciling item identification, and timely resolution.

This colleague will partner closely with onshore and offshore reconciliation resources to drive consistency, accountability, and adherence to established timelines and quality standards. The role requires proactive management of expectations, clear communication of priorities, and effective coordination across global teams to ensure reconciling items are resolved timely and in alignment with policy.

Key Responsibilities:

• Reconciliation Execution & Review

Perform and/or review balance sheet reconciliations in alignment with COE standards, ensuring completeness, accuracy, and compliance with policy

Validate supporting documentation, ensuring clear audit trail and alignment to account activity

Apply risk-based review principles, focusing on high-risk and material accounts

Identify and challenge unsupported balances or insufficient explanations prior to certification

Reconciling Item Management

• Identify, track, and drive resolution of reconciling items, including root cause identification

Monitor aging of open items and ensure timely follow-up in accordance with established thresholds

Partner with business and functional teams to resolve discrepancies and clear outstanding balances

Escalate aged, complex, or high-risk items in a timely manner

Support account clean-up efforts and reduction of recurring reconciling differences

Global Team Coordination (Onshore/Offshore Model)

• Collaborate with offshore reconciliation teams to reinforce quality standards and service level expectations

Provide direction and clarity on priorities, timelines, and deliverables

Manage day-to-day expectations with offshore teams to ensure consistent and timely output

Drive accountability for issue follow-up and resolution across distributed teams

Controls & Compliance

• Execute responsibilities in accordance with SOX control requirements and internal control framework

Ensure reconciliations are audit-ready, with appropriate documentation and evidence of review

Support internal and external audit requests, including walkthroughs and documentation support

Maintain adherence to enterprise reconciliation policy and COE governance standards

Continuous Improvement

• Identify opportunities to enhance reconciliation quality, efficiency, and standardization

Support initiatives related to automation, tool optimization (e.g., BlackLine), and process improvement

Contribute to ongoing transformation efforts within the Reconciliation COE and broader Controllership organization

Success Metrics:

• On-time completion and certification of reconciliations

Reduction in aged reconciling items and improved account health

Quality and audit readiness of reconciliation documentation

Adherence to SOX and internal control requirements

Effective coordination with offshore teams and stakeholder satisfaction

Key Competencies:

• Functional Expertise (Reconciliations & Account Analysis)

• Controls Mindset & Risk Awareness

• Accountability & Ownership

• Collaboration & Cross-Functional Partnership

• Communication & Stakeholder Management

• Continuous Improvement Orientation

Required Qualifications

• 3+ years of accounting, reconciliation, or financial operations experience

• Experience performing or reviewing balance sheet reconciliations in a controlled environment

• Knowledge of SOX controls and financial reporting processes

Preferred Qualifications

• CPA or progress toward certification

• Experience in a shared services or COE model

• Experience with BlackLine or similar reconciliation platforms

• Experience with large ERP systems (e.g., SAP, Oracle)

• Exposure to process improvement or transformation initiatives
• Strong communication skills with experience working across onshore/offshore teams
• Demonstrated ability to manage competing priorities and meet deadlines
• Strong analytical, problem-solving, and organizational skills

Education

• Bachelor\'s degree in Accounting, Finance, or related field

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.

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. 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: 08/22/2026

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