Senior Financial Analyst – Forecasting & Strategy

CVS Health; Jefferson City (MO); On-site; USD 47,000 - 122,000; Full time

Job summary

CVS Health is seeking a Financial Analyst to support budgeting, forecasting, and long-range planning. You will collaborate with stakeholders, build financial models, and analyze performance to guide strategic decisions.

Ideal candidates have 3–5 years in financial analysis, strong problem-solving skills, and familiarity with SAP, Anaplan, and Workday. This full-time role offers comprehensive benefits and opportunities to impact healthcare delivery.

Qualifications

• 3-5 years work experience within financial analysis or related field.
• Strong problem solving and decision making skills.

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

Financial analysis

Budgeting & forecasting

Variance analysis

Data analysis

Problem solving

Decision making

Education

Bachelor's degree (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 planning. You will collaborate with stakeholders, build financial models, and analyze performance to guide strategic decisions.

Ideal candidates have 3–5 years in financial analysis, strong problem-solving skills, and familiarity with SAP, Anaplan, and Workday. This full-time role offers comprehensive benefits and opportunities to impact healthcare delivery.