Senior Financial Analyst - Forecasting & Strategy

CVS Health; Austin (TX); On-site; USD 47,000 - 122,000; Full time

Job summary

CVS Health in Austin, TX seeks a Financial Analyst to support budgeting, forecasting and financial planning in a full-time role. You will analyze data, build models, and collaborate with stakeholders to drive cost savings and revenue opportunities.

The position requires 3–5 years of financial analysis experience; SAP, Anaplan and Workday are preferred skills. The role offers a comprehensive benefits package and a 40-hour work week in a dynamic healthcare environment.

Qualifications

• 3–5 years work experience in financial analysis or related field.
• Working knowledge of problem solving and decision making.

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

Forecasting

Financial analysis

Variance analysis

Stakeholder collaboration

Problem solving

Team coaching

Education

Bachelor's degree in Finance/Accounting

Tools

SAP (S4/Hana)

Anaplan

Workday

Job description

CVS Health in Austin, TX seeks a Financial Analyst to support budgeting, forecasting and financial planning in a full-time role. You will analyze data, build models, and collaborate with stakeholders to drive cost savings and revenue opportunities.

The position requires 3–5 years of financial analysis experience; SAP, Anaplan and Workday are preferred skills. The role offers a comprehensive benefits package and a 40-hour work week in a dynamic healthcare environment.