Senior Analyst, Specialty FP&A

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

Job summary

CVS Health in Northbrook, IL is seeking a Senior Analyst, FP&A to support financial planning for the Specialty Dispensing business. You will analyze client profitability, margins, and forecast assumptions for AAC and specialty pharmacy clients.

You will partner with cross-functional teams on strategic initiatives, assist with annual plan, quarterly forecasts and monthly close, and prepare executive-level reporting and variance analyses.

Qualifications

• 3 years of FP&A, budgeting, and forecasting experience
• Experience in PBM/health benefits environment preferred
• Bachelor's degree preferred or equivalent professional experience

Responsibilities

• Develop and maintain financial models for client profitability, margin trends, and forecast assumptions for AAC and specialty pharmacy clients.
• Support the annual operating plan, quarterly forecasts, and monthly financial close processes for the Specialty Dispensing business.
• Prepare financial reporting, variance analyses, and presentations for senior leadership.
• Analyze financial performance and key business drivers to identify risks, opportunities, and emerging trends.
• Develop and maintain financial models, projections, and reporting tools to support forecasting and decision-making.
• Partner with cross-functional teams on strategic initiatives, ad hoc analyses, and process improvements.

Skills

Excel

SQL or similar data tool

Analytical thinking

Communication skills

Cross-functional collaboration

Education

Bachelor's degree preferred

Finance/Business/Economics/Math background

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 supports financial planning, performance management, and strategic decision-making for the Specialty Dispensing business. Reporting to the Senior Manager, FP&A, this role is responsible for analyzing client performance, identifying risks and opportunities, and delivering insights with a focus on AAC clients.

Key Responsibilities:

• Develop and maintain financial models that evaluate client profitability, margin trends, and forecast assumptions for AAC and specialty pharmacy clients.
• Support the annual operating plan, quarterly forecasts, and monthly financial close processes for the Specialty Dispensing business.
• Prepare financial reporting, variance analyses, and presentations for senior leadership.
• Analyze financial performance and key business drivers to identify risks, opportunities, and emerging trends.
• Develop and maintain financial models, projections, and reporting tools to support forecasting and decision-making.
• Partner with cross-functional teams on strategic initiatives, ad hoc analyses, and process improvements.

Required Qualifications

• 3 years of financial planning, budgeting, and forecasting skills, ideally in a PBM, managed care, or health benefits environment

Preferred Qualifications

• Understanding of pharmacy revenue drivers including volume, price, client mix, and utilization
• Proficiency in Excel and experience with large data sets; SQL or similar data tool experience preferred
• Strong analytical and problem-solving skills with the ability to explain multi-driver variances clearly
• Effective written and verbal communication skills; ability to prepare executive-ready reporting
• Collaborative work style with ability to partner across Finance and cross-functional teams

Education

• Bachelor’s Degree preferred; equivalent years of related professional work experience may substitute
• Bachelor's Degree in Finance, Business, Economics, Math, or similar study preferred

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 (https://learn.bswift.com/cvshealth-mainland) .

We anticipate the application window for this opening will close on: 11/20/2026

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

CVS Health is an equal opportunity/affirmative action employer, including Disability/Protected Veteran — committed to diversity in the workplace.