Senior FP&A Analyst — Channel & Client Margin

CVS Health; Northbrook (IL); On-site; USD 47,000 - 112,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Paid time off

Retirement savings options

Job summary

CVS Health, a leader in health services, seeks a Senior Financial Analyst to join the Channel & Client Margin FP&A team within Pharmacy Services. The role faces planning, forecasting, reporting, and analysis of client contractual pricing impacts.

A self-starter with strong finance skills will transform complex data into actionable insights for leadership. The candidate will collaborate with Sales, Underwriting, and cross‑functional partners to drive accurate budgets, meaningful forecasts, and

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 teams to develop annual budgets by gathering inputs and building financial models.
• Conduct complex analyses of large datasets containing client contract and pricing information to quantify financial impact for forecasting and budgeting.
• Identify and implement process improvements to enhance efficiency, data quality, and forecast accuracy.
• Own the allocation and distribution of financial impacts across Retail, Specialty, and Mail channels.
• Drive continuous improvements in budgeting methodologies, data collection, analytics frameworks, and reporting capabilities.

Skills

Analytical thinking

Communication

Proactivity

Process improvement

Stakeholder collaboration

Financial results analysis

Problem solving

Education

Bachelor’s Degree or equivalent experience

Tools

Microsoft Excel

Tableau

Salesforce

Job description

CVS Health, a leader in health services, seeks a Senior Financial Analyst to join the Channel & Client Margin FP&A team within Pharmacy Services. The role faces planning, forecasting, reporting, and analysis of client contractual pricing impacts.

A self-starter with strong finance skills will transform complex data into actionable insights for leadership. The candidate will collaborate with Sales, Underwriting, and cross‑functional partners to drive accurate budgets, meaningful forecasts, and