Senior Financial Analyst, Forecasting & Planning

CVS Health; Montpelier (VT); On-site; USD 47,000 - 122,000; Full time

Benefits offered by this job

Medical, dental & vision benefits

Bonus eligibility

Paid time off

Job summary

CVS Health is seeking a Financial Analyst to support budgeting, forecasting and long-range financial planning. You will build models, perform variance and profitability analyses, and partner with stakeholders across teams.

The role emphasizes process improvements, data accuracy, and coaching junior staff while aligning with CVS Health's commitment to quality and care for patients, families, and communities.

Qualifications

• Bachelor's degree is required in Finance, Accounting, or related field.
• 3-5 years of experience in financial analysis or related field preferred.
• Experience with budgeting, forecasting and financial modeling is desirable.

Responsibilities

• Assists in development and preparation of annual budgets, forecasts, and long-term financial plans with stakeholders.
• Conducts in-depth financial analysis including variance, trend, and profitability analyses.
• Supports forecasting by analyzing trends and building models to compare scenarios.
• Identifies cost-saving opportunities and revenue enhancement strategies.
• Develops complex financial models to support strategic decision-making and business planning.
• Implements improvements in forecasting methodologies and data collection.
• Identifies bottlenecks and improves team processes and workflows.
• Coaches junior team members and assists with problem resolution.

Skills

Financial analysis

Budgeting

Forecasting

Variance analysis

Problem solving

Decision making

Education

Bachelor's degree in Finance, Data Analytics, Accounting

Tools

S4/SAP

Anaplan

Workday

Job description

CVS Health is seeking a Financial Analyst to support budgeting, forecasting and long-range financial planning. You will build models, perform variance and profitability analyses, and partner with stakeholders across teams.

The role emphasizes process improvements, data accuracy, and coaching junior staff while aligning with CVS Health's commitment to quality and care for patients, families, and communities.