Senior FP&A Analyst, Channel & Client Margin

CVS Health; Irving (TX); On-site; USD 47,000 - 112,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

Paid time off

Retirement savings options

Wellness programs

Job summary

CVS Health is seeking a Senior Financial Analyst to join the Channel & Client Margin FP&A team within the Pharmacy Services Segment. This role supports planning, forecasting, reporting, and analysis of financial impacts related to client contractual pricing activities.

The ideal candidate combines strong analytic skills with attention to detail and effective communication with leadership. Responsibilities include budgeting, financial modeling, data validation, and cross-functional collaboration

Qualifications

• 2+ years of experience in Finance or a related field (e.g. Accounting, Analytics)
• 2+ years of experience with Microsoft Excel

Responsibilities

• Partner with Sales and Underwriting to develop annual budgets and build financial models for planning.
• Analyze large datasets of client contracts and pricing to quantify financial impact for forecasting and budgeting.
• Identify and implement process improvements to enhance data quality and forecasting accuracy.
• Own allocation and reporting of financial impacts across Retail, Specialty, and Mail channels.
• Drive continuous improvements in budgeting methodologies and reporting capabilities.

Skills

Financial analysis

Excel proficiency

Budgeting

Forecasting

Data interpretation

Communication skills

Stakeholder management

Education

Bachelor’s degree or equivalent

Finance/Accounting degree preferred

Tools

Microsoft Excel

Tableau

Salesforce

Job description

CVS Health is seeking a Senior Financial Analyst to join the Channel & Client Margin FP&A team within the Pharmacy Services Segment. This role supports planning, forecasting, reporting, and analysis of financial impacts related to client contractual pricing activities.

The ideal candidate combines strong analytic skills with attention to detail and effective communication with leadership. Responsibilities include budgeting, financial modeling, data validation, and cross-functional collaboration