Senior FP&A Analyst — Fee Analytics & Forecasting

CVS Health; Montgomery (AL); On-site; USD 47,000 - 122,000; Full time

Benefits offered by this job

Bonus eligibility

Comprehensive benefits

Paid time off

Retirement savings options

Job summary

CVS Health in the United States is seeking a Senior Analyst, FP&A - Admin, Transaction & Broker Fees to support financial planning, budgeting, forecasting and variance analysis for admin, transaction, and broker fees within Pharmacy Services.

Reporting to the Manager, FP&A Fees, Credits, GTs, Legislative & Network Consolidation, you will help develop annual plans, quarterly forecasts and monthly reporting, ensuring fee-related financials are accurate and clearly communicated to Finance

Qualifications

• 2-4 years of professional work experience.
• Financial planning, budgeting, and forecasting skills in a PBM, managed care, or health services environment.
• Familiarity with pharmacy fee structures including admin fees, transaction fees, and broker fee mechanics preferred.
• Proficiency in Excel and experience with large data sets; Tableau or similar visualization tool experience preferred.
• Strong attention to detail and organizational skills; ability to manage multiple P&L lines with accuracy.
• Effective written and verbal communication; ability to prepare clear management-ready reporting.
• Collaborative work style with ability to partner with Client Management, Contracting, and Operations teams

Responsibilities

• Supports the development of annual operating plan, multi-year plan, and quarterly forecasts for Admin Fees, Transaction Fees, and Broker Fees, including client-level and pharmacy-level detail.
• Performs monthly variance analysis for fee-related P&L lines, identifying and communicating key drivers including client mix, volume, and rate changes.
• Builds and maintains financial models supporting fee analytics, including transaction volume modeling, client-level fee rate analysis, and scenario planning.
• Prepares reporting packages and management deliverables for fee-related financials, supporting clear and timely communication to leadership.
• Supports ad-hoc analytical requests and special projects as directed by the Manager.

Skills

Financial planning

Forecasting

Communication

Collaboration

Attention to detail

Education

Bachelor's Degree

Masters Degree

Doctorates Degree

Other Certificates or Licenses

Tools

Excel

Tableau

Job description

CVS Health in the United States is seeking a Senior Analyst, FP&A - Admin, Transaction & Broker Fees to support financial planning, budgeting, forecasting and variance analysis for admin, transaction, and broker fees within Pharmacy Services.

Reporting to the Manager, FP&A Fees, Credits, GTs, Legislative & Network Consolidation, you will help develop annual plans, quarterly forecasts and monthly reporting, ensuring fee-related financials are accurate and clearly communicated to Finance