Senior Financial Analyst – Forecasting & Budgeting

CVS Health; Annapolis (MD); On-site; USD 47,000 - 122,000; Full time

Job summary

CVS Health in Annapolis, MD is seeking a Financial Analyst to help develop annual budgets, forecasts, and long-term financial plans, collaborating with stakeholders to gather inputs and set targets.

You will perform in-depth financial analysis, build complex models, support the forecasting process, identify cost-saving opportunities, and mentor junior team members in a full-time role with comprehensive benefits.

Qualifications

• 3–5 years of experience in financial analysis or related field.
• Strong problem solving and decision making skills.

Responsibilities

• Assist in developing and preparing annual budgets, forecasts, and long-term financial plans by collaborating with stakeholders to gather inputs, analyze financial data, and provide recommendations for financial targets and resource allocation.
• Conduct in-depth financial analysis, including variance analysis, trend analysis, and profitability analysis.
• Support the forecasting process by analyzing trends, identifying key drivers, and preparing financial models to evaluate different scenarios and their impact on financial outcomes.
• Identify areas of improvement, cost-saving opportunities, and revenue enhancement strategies.
• Develops complex financial models to support strategic decision-making, investment analysis, and business planning.
• Implements improvements in forecasting methodologies, data collection, and analysis techniques to enhance forecasting capabilities.
• Identifies opportunities to streamline financial processes, improve efficiency, and enhance data accuracy.
• Edits and improves team processes and workflows to enhance efficiency and effectiveness and identifies bottlenecks or areas for improvement and implements changes to optimize team performance.
• Assists in coaching and providing guidance to junior-level team members and helps them resolve problems and answer questions.

Skills

Financial analysis

Problem solving

Education

Bachelor's degree (Finance/Data Analytics/Accounting)

Tools

S4/SAP

Anaplan

Workday

Job description

CVS Health in Annapolis, MD is seeking a Financial Analyst to help develop annual budgets, forecasts, and long-term financial plans, collaborating with stakeholders to gather inputs and set targets.

You will perform in-depth financial analysis, build complex models, support the forecasting process, identify cost-saving opportunities, and mentor junior team members in a full-time role with comprehensive benefits.