Senior FP&A Analyst – Fees & P&L Strategy

CVS Health; Jackson (MS); On-site; USD 47,000 - 122,000; Full time

Benefits offered by this job

Bonus eligibility

Comprehensive benefits package

Medical, dental, and vision coverage

Retirement savings options

Paid time off

Wellness programs

Job summary

CVS Health in the United States is seeking a Senior Analyst, FP&A - Admin, Transaction & Broker Fees to drive financial planning and analysis for fee-related P&L lines. You will develop budgets, forecasts, and variance reports, partnering with Client Management, Contracting, and Operations to provide insights and drive financial clarity.

The role requires strong Excel skills, experience with large datasets, and comfort with fee structures in a PBM/health services context.

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, with 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 and scenario planning.
• Prepares reporting packages and management deliverables for fee-related financials for leadership.
• Supports ad-hoc analytical requests and special projects as directed by the Manager.

Skills

2-4 years professional experience

Financial planning & forecasting

Pharmacy fee structures

Excel & large data sets

P&L management

Written & verbal communication

Collaboration with cross-functional 팀

Education

Bachelor's Degree

Masters Degree

Doctorates Degree

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 drive financial planning and analysis for fee-related P&L lines. You will develop budgets, forecasts, and variance reports, partnering with Client Management, Contracting, and Operations to provide insights and drive financial clarity.

The role requires strong Excel skills, experience with large datasets, and comfort with fee structures in a PBM/health services context.