Senior Manager, Enterprise Capital Planning

9025 CVS Shared Services Resources LLC; Hartford (CT); On-site; USD 83,000 - 183,000; Full time

Job summary

CVS Health is seeking a Senior Manager of Enterprise Capital Planning to lead capital reporting, month-end close, forecasting, and planning for the enterprise portfolio. You will consolidate segment submissions, analyze data, and provide insights to Capital Planning leadership while partnering with Finance, Treasury, Technology and program leads.

The role requires 7+ years in finance, advanced Excel/PowerPoint, and experience with multi-stakeholder processes.

Qualifications

• 7+ years of relevant work experience in finance or related discipline.
• Experience leading complex financial reporting, forecasting, planning, or portfolio processes involving multiple stakeholders and tight deadlines.
• Strong financial analysis and modeling skills, including the ability to evaluate investment assumptions and synthesize results into management insights.
• Advanced Microsoft Excel and PowerPoint skills, including data reconciliation, scenario analysis, and executive presentation development.

Responsibilities

• Lead month-end close and capital reporting with validation, reconciliations, variance analysis and management reporting.
• Lead forecasting and Operating Plan support; evaluate investment pacing, funding needs, affordability, risks and opportunities.
• Deliver executive reporting and portfolio insights for senior leadership and governance forums.
• Support investment analysis by reviewing business cases and challenging assumptions.
• Monitor portfolio performance and connect approved plans to actual investments and milestones.
• Maintain data governance and reporting integrity across actuals, forecasts and reports.
• Serve as SME for capital planning systems and drive enhancements and adoption.
• Build cross-functional alignment and coach analysts as needed.

Skills

Financial analysis

Financial modeling

Independent work

Communication of complex information

Education

Bachelor’s degree in Finance, Accounting, Business, Economics

MBA, CPA, CFA, or equivalent advanced degree

Tools

Excel

PowerPoint

Anaplan

SAP

Power BI

Oracle

Hyperion

Job description

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time.

Position Summary The Senior Manager, Enterprise Capital Planning will lead core capital reporting, month-end close, forecasting, and planning activities for the enterprise capital portfolio. The role will consolidate and analyze segment submissions, monitor portfolio performance, and translate financial and operational data into clear insights for Capital Planning leadership and senior management. This position will partner with Segment Finance, Accounting, Treasury, Technology, and Capital Leads to strengthen reporting accuracy, planning discipline, and decision support. The successful candidate will operate independently, manage competing priorities, and connect project-level activity to enterprise portfolio performance.

Key Responsibilities

• Lead month-end close and capital reporting. Coordinate actuals validation, reconciliations, variance analysis, and management reporting; partner with accounting and segment teams to ensure results are accurate, timely, and understood.
• Lead forecasting and Operating Plan support. Coordinate, consolidate, review, and analyze quarterly forecasts and annual Operating Plan submissions; evaluate investment pacing, funding needs, affordability, risks, and opportunities.
• Deliver executive reporting and portfolio insights. Develop concise materials on spending, performance, milestones, risks, and required actions for senior leadership and capital governance forums.
• Support investment analysis. Review business cases and project economics, challenge material assumptions, and identify gaps or inconsistencies requiring resolution or escalation.
• Monitor portfolio performance. Connect approved plans to actual investment, expected benefits, and key delivery milestones; identify emerging issues and support follow-up with project and segment teams.
• Maintain data governance and reporting integrity. Apply consistent definitions, controls, reconciliations, and documentation across capital actuals, forecasts, and management reporting.
• Serve as a functional SME for capital planning systems. Partner with enablement and technology teams to prioritize practical enhancements, resolve issues, improve adoption, and reduce manual reporting effort.
• Build cross-functional alignment and team capability. Influence stakeholders without direct authority and provide coaching, work review, and knowledge transfer to analysts or rotational colleagues as assigned.

Required Qualifications

• 7+ years of relevant work experience in finance or related discipline.
• Experience leading complex financial reporting, forecasting, planning, or portfolio processes involving multiple stakeholders and tight deadlines.
• Strong financial analysis and modeling skills, including the ability to evaluate investment assumptions and synthesize results into management insights.
• Advanced Microsoft Excel and PowerPoint skills, including data reconciliation, scenario analysis, and executive presentation development.
• Ability to work independently, exercise sound judgment, influence partners, and communicate complex information clearly.

Preferred Qualifications

• Experience with FP&A, enterprise capital planning, portfolio reporting, business case evaluation, or benefits realization.
• Experience with Anaplan, SAP, SAP Analysis for Office, Power BI, Oracle, Hyperion, or comparable planning and reporting tools.
• Knowledge of capital accounting and the P&L, cash flow, depreciation, and balance sheet implications of capital investments.
• Experience improving financial processes, reporting automation, data governance, or systems capabilities.

Education

• Bachelor’s degree or equivalent experience in Finance, Accounting, Business, Economics, or a related field required.
• MBA, CPA, CFA, or another relevant advanced degree or professional designation preferred.

Pay Range

The typical pay range for this role is: $82,940.00 - $182,549.00 This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company’s equity award program.

Great benefits for great people

We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families. This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility. Additional details about available benefits are provided during the application process and on Benefits Moments.

We anticipate the application window for this opening will close on: 10/03/2026

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

Our Work Experience is the combination of everything that's unique about us: our culture, our core values, our company meetings, our commitment to sustainability, our recognition programs, but most importantly, it's our people.

Our employees are self-disciplined, hard working, curious, trustworthy, humble, and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in the area.