Senior Financial Analyst: Forecasting & Strategic Modeling

CVS Health; Harrisburg (Dauphin County); On-site; USD 47,000 - 122,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

Paid time off

Retirement savings options

Wellness programs

Job summary

CVS Health in Harrisburg, PA, is seeking a Senior Financial Analyst to join our finance team. You will assist in budgeting, forecasting, and long-term financial planning while analyzing variance, profitability, and trends to drive strategic decisions.

The role focuses on building complex financial models, identifying cost-saving opportunities, and mentoring junior staff. A Bachelor's degree in Finance or related field is required, with 3–5 years of relevant experience.

Qualifications

• 3–5 years of work experience within financial analysis or related field.
• Strong problem solving and decision making skills.
• Bachelor's degree in Finance, Data Analytics, Accounting, or related field.

Responsibilities

• Assists in the development and preparation of 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.
• Conducts in-depth financial analysis, including variance analysis, trend analysis, and profitability analysis.
• Supports the forecasting process by analyzing trends, identifying key drivers, and preparing financial models to evaluate different scenarios and their impact on financial outcomes.
• Identifies 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

Budgeting planning

Forecasting

Financial analysis

Variance analysis

Problem solving

Decision making

Team coaching

Education

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

Tools

S4/SAP

Anaplan

Workday

Job description

CVS Health in Harrisburg, PA, is seeking a Senior Financial Analyst to join our finance team. You will assist in budgeting, forecasting, and long-term financial planning while analyzing variance, profitability, and trends to drive strategic decisions.

The role focuses on building complex financial models, identifying cost-saving opportunities, and mentoring junior staff. A Bachelor's degree in Finance or related field is required, with 3–5 years of relevant experience.