Senior Financial Analyst (Remote)

CVS Health; United States; Remote; USD 46,000 - 102,000; Full time

Job summary

CVS Health seeks a full-time Senior Financial Analyst for their Rebate Finance Operations team, responsible for client support and payment management. The role requires strong analytical skills and the ability to work autonomously while contributing to continuous improvement in processes. Candidates should have a relevant degree and experience in finance, SQL, and Excel.

Benefits

Affordable medical plan options

401(k) plan with matching contributions

Employee stock purchase plan

Wellness screenings and counseling programs

Paid time off and flexible work schedules

Tuition assistance

Dependent care resources

Retiree medical access

Qualifications

• 3+ years of professional experience.
• 1+ years in a finance or accounting role.
• Intermediate Excel experience.

Responsibilities

• Managing rebate payment deliverables and client inquiries.
• Performing manual calculations and payment reconciliations.
• Collaborating on projects to streamline payment processes.

Skills

Analytical skills

Time management

Client communication

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Access

SQL

Microsoft Excel

SAP

Salesforce

Job description

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.

As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.

Position Summary

CVS Health has an opportunity for a full-time Senior Financial Analyst. The Rebate Finance Operations – Client Support team is innovative, fast-paced, and in a consistent state of change, requiring a professional, detail-oriented, and flexible individual with strong analytical and time management skills. The Senior Financial Analyst will work autonomously on set deliverables while maintaining the strategy for continuous improvement. This role will be instrumental in maintaining and improving the team’s rebate payment calculation, reporting, and communication processes.

Key Responsibilities:

• Managing a robust calendar of rebate payment deliverables and answering related client inquiries.
• Serving as the primary point of contact for the client on any payment or collection-related inquiries (this is a client-facing role).
• Performing detailed manual calculations, large standard payment reconciliations, and thorough historical payment research projects.
• Utilizing Microsoft Access, SQL, Microsoft Excel, enterprise accounting platforms (SAP), and enterprise client registration systems.
• Completing deliverables autonomously in accordance with team standards and contractual obligations.
• Collaborating with other team members to manage and track all payment deliverables.
• Managing and facilitating special projects aimed at streamlining and automating payment processes, including the creation of communication and training plans.
• Relaying details on large payments to senior leadership and working with internal audit teams to provide standard reporting and improve processes.
• Managing a consistent workload of requests and inquiries through a workload management platform (Salesforce/Smartsheet).

Required Qualifications

• 3+ years of professional experience, including 1+ years in a finance or accounting role.
• 1+ years of intermediate Excel experience as well as experience with all of Microsoft Office Suite.
• 1+ year of SQL experience.

Preferred Qualifications

• Experience in PBM industry, with pharmaceutical rebates, or contract administration.
• Experience with SAP and Salesforce.
• Advanced Excel skills including pivot tables, advanced formulas.
• Experience with SQL and databases.
• Ability to work with and complete analysis on significant amounts of data, using Microsoft Access and Excel.
• Demonstrated success in training/cross-training and collaborating with new and existing employees.
• Demonstrated success in managing multiple projects and deliverables.

Education

• Bachelor's degree or equivalent experience required.

Anticipated Weekly Hours

40

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.

As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.

Position Summary

CVS Health has an opportunity for a full-time Senior Financial Analyst. The Rebate Finance Operations – Client Support team is innovative, fast-paced, and in a consistent state of change, requiring a professional, detail-oriented, and flexible individual with strong analytical and time management skills. The Senior Financial Analyst will work autonomously on set deliverables while maintaining the strategy for continuous improvement. This role will be instrumental in maintaining and improving the team’s rebate payment calculation, reporting, and communication processes.

Key Responsibilities:

• Managing a robust calendar of rebate payment deliverables and answering related client inquiries.
• Serving as the primary point of contact for the client on any payment or collection-related inquiries (this is a client-facing role).
• Performing detailed manual calculations, large standard payment reconciliations, and thorough historical payment research projects.
• Utilizing Microsoft Access, SQL, Microsoft Excel, enterprise accounting platforms (SAP), and enterprise client registration systems.
• Completing deliverables autonomously in accordance with team standards and contractual obligations.
• Collaborating with other team members to manage and track all payment deliverables.
• Managing and facilitating special projects aimed at streamlining and automating payment processes, including the creation of communication and training plans.
• Relaying details on large payments to senior leadership and working with internal audit teams to provide standard reporting and improve processes.
• Managing a consistent workload of requests and inquiries through a workload management platform (Salesforce/Smartsheet).

Required Qualifications

• 3+ years of professional experience, including 1+ years in a finance or accounting role.
• 1+ years of intermediate Excel experience as well as experience with all of Microsoft Office Suite.
• 1+ year of SQL experience.

Preferred Qualifications

• Experience in PBM industry, with pharmaceutical rebates, or contract administration.
• Experience with SAP and Salesforce.
• Advanced Excel skills including pivot tables, advanced formulas.
• Experience with SQL and databases.
• Ability to work with and complete analysis on significant amounts of data, using Microsoft Access and Excel.
• Demonstrated success in training/cross-training and collaborating with new and existing employees.
• Demonstrated success in managing multiple projects and deliverables.

Education

• Bachelor's degree or equivalent experience required.

Anticipated Weekly Hours

40

Time Type

Full time

Pay Range

The typical pay range for this role is:

$46,988.00 - $102,000.00

This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.

Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.

Great benefits for great people

We take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:

• Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.

• No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.

• Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.

For more information, visit https://jobs.cvshealth.com/us/en/benefits

We anticipate the application window for this opening will close on: 07/01/2025

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

About the company

At CVS Health, we share a clear purpose: helping people on their path to better health. Through our health services, plans and community pharmacists, we’re pioneering a bold new approach to total health. Making quality care more affordable, accessible, simple and seamless, to not only help people get well, but help them stay well in body, mind and spirit.

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