Senior FP&A Manager, Retail Forecasting & Strategy

CVS Health; Oregon; Hybrid; USD 83,000 - 183,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Retirement savings options

Paid time off and wellness programs

Job summary

CVS Health is seeking a Senior FP&A leader to partner with the Retail FP&A Director in budgeting and forecasting for Front Store retail. You will oversee the annual budget and monthly forecast cycles, ensuring accurate reporting and actionable insights to boost performance.

You will collaborate with Finance, IT, and Data Engineering to modernize planning systems across the Retail segment, lead a cross-functional team, and guide strategic decision-making with advanced financial modeling.

Qualifications

• 7+ years in FP&A, Finance, or related field.
• 3+ years supporting retail, consumer products, or merchandising.
• 2+ years managing a team.
• Experience leading budgeting, forecasting, and financial performance management.
• Strong modeling, analytical, communication and stakeholder management skills.

Responsibilities

• Develop top-down quarterly forecasts and the annual budget with the Retail FP&A Director; work with stakeholders to set targets and allocate resources.
• Ensure accurate and timely financial reporting for the retail segment with Accounting, Finance, and Data Engineering.
• Lead implementation of a new merchandise financial planning system (MFP) across IT, Finance, Inventory, Merchandising, and Accounting.
• Produce variance, trend, and profitability analyses; provide actionable insights to senior leadership.
• Perform scenario and sensitivity analyses to evaluate financial impact of business options.
• Build sophisticated financial models to support long-term planning and strategic decisions.
• Evaluate financial performance of units, products, and projects to identify improvements and growth opportunities.
• Set performance goals, conduct evaluations, coach team members, and maintain a high-performing environment.
• Direct day-to-day guidance to a direct report.

Skills

FP&A experience

Budgeting

Forecasting

Financial modeling

Stakeholder management

Cross-functional collaboration

Leadership

Education

Bachelor's degree

Tools

MFP (Merchandise Financial Planning)

Job description

CVS Health is seeking a Senior FP&A leader to partner with the Retail FP&A Director in budgeting and forecasting for Front Store retail. You will oversee the annual budget and monthly forecast cycles, ensuring accurate reporting and actionable insights to boost performance.

You will collaborate with Finance, IT, and Data Engineering to modernize planning systems across the Retail segment, lead a cross-functional team, and guide strategic decision-making with advanced financial modeling.