Senior FP&A Analyst: Fees & Forecasting

CVS Health; Salem (OR); On-site; USD 47,000 - 122,000; Full time

Benefits offered by this job

Comprehensive benefits

Bonus eligibility

Job summary

CVS Health is seeking a Senior Analyst, FP&A - Admin, Transaction & Broker Fees to support financial planning, forecasting and variance analysis for admin, transaction and broker fees within CVS Health's Pharmacy Services business. You will help develop annual budgets, quarterly forecasts and monthly reporting for network P&L lines.

The role requires 2-4 years of experience in financial planning, Excel proficiency and ability to build financial models and clear management-ready reporting.

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 development of annual operating plan, multi-year plan, and quarterly forecasts for Admin Fees, Transaction Fees, and Broker Fees.
• Performs monthly variance analysis for fee-related P&L lines and communicates key drivers.
• Builds and maintains financial models supporting fee analytics and scenario planning.
• Prepares reporting packages and management deliverables for fee-related financials.
• Supports ad-hoc analytical requests and special projects as directed by the Manager.

Skills

Financial planning

Budgeting

Forecasting

Data analysis

Attention to detail

Communication

Collaboration

Education

Bachelor's degree

Master's degree

Doctorate

Certificates or licenses

Tools

Excel

Tableau

Job description

CVS Health is seeking a Senior Analyst, FP&A - Admin, Transaction & Broker Fees to support financial planning, forecasting and variance analysis for admin, transaction and broker fees within CVS Health's Pharmacy Services business. You will help develop annual budgets, quarterly forecasts and monthly reporting for network P&L lines.

The role requires 2-4 years of experience in financial planning, Excel proficiency and ability to build financial models and clear management-ready reporting.