Senior Manager - Financial Planning & Analysis

CVS Health; Texas; On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Paid time off

Retirement savings options

Wellness programs

Other resources

Job summary

CVS Health is seeking an experienced FP&A Director to lead budgeting and forecasting for the Front Store retail business in Texas. You will oversee annual budgets and monthly forecasts, ensure accurate reporting, and deliver insights to strengthen performance.

The role collaborates with Retail Finance leadership to modernize planning systems across the Retail segment. You will drive financial modeling, scenario analysis, and cross-functional initiatives with IT, Merchandising, Accounting, and

Qualifications

• 7+ years of FP&A, Finance, or related experience.
• ~3+ years supporting retail, consumer products, or merchandising organizations.
• ~Experience leading budgeting, forecasting, and financial performance management processes.
• ~Strong financial modeling, analytical, and stakeholder management skills.
• Experience applying AI, automation, or advanced analytics to improve planning and reporting.
• Bachelor's degree, specialized training, or equivalent experience.

Responsibilities

• Develop top-down quarterly forecasts and the annual budget with key stakeholders.
• Ensure accurate financial reporting for the retail segment in partnership with Accounting and Data Engineering.
• Lead implementation of a new merchandise financial planning system and cross-functional project oversight.
• Analyze variance, trend, profitability, and provide actionable insights to senior leadership.
• Conduct scenario analyses to assess financial impact of business options and inform decisions.
• Build advanced financial models for long-term planning and strategic choices.
• Evaluate performance of units and projects to identify opportunities and growth.

Skills

FP&A experience

Budgeting & forecasting

Financial modeling

Stakeholder management

AI in planning/automation

Cross-functional leadership

Communication

Education

Bachelor's degree

Tools

Excel

ERP systems

SQL

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.

Partner with the Retail FP&A Director to lead the budgeting and forecasting processes for the Front Store retail business. This role oversees the annual budget and monthly forecast cycles, ensures accurate financial reporting, and delivers actionable insights that strengthen business performance. The position also collaborates with Front Store Retail Finance leadership to modernize planning systems across the Pharmacy & Consumer Wellness segment and within the Retail Financial Planning organization.

Key Responsibilities

• Develop top-down quarterly forecasts and the annual budget in partnership with the Retail FP&A Director, working with key stakeholders to establish financial targets and allocate resources effectively.
• Ensure accurate and timely financial reporting for the retail segment by partnering with Accounting, Finance, and Data Engineering to maintain data integrity.
• Support the implementation of a new merchandise financial planning system (MFP); lead a cross-functional team across IT, Finance, Inventory Management, Merchandising, and Accounting until project completion.
• Oversee financial performance analysis - including variance, trend, and profitability analyses and provide senior leadership with actionable insights and recommendations.
• Conduct scenario and sensitivity analyses to assess the financial impact of business alternatives and inform strategic decisions.
• Build sophisticated financial models to support strategic decision-making and long-term planning.
• Evaluate the financial performance of business units, product lines, and projects to identify improvement opportunities and growth potential.
• Set performance goals, conduct evaluations, coach team members, and foster a collaborative, high-performing team environment.

Qualifications

• 7+ years of FP&A, Finance, or related experience, including
• ~3+ years supporting retail, consumer products, or merchandising organizations.
• ~Experience leading budgeting, forecasting, and financial performance management processes.
• ~Strong financial modeling, analytical, problem-solving, communication, and stakeholder management skills, with an ability to lead cross-functional initiatives, influence business and technology partners, manage competing priorities, and drive execution in a fast-paced environment.
• Experience applying generative AI, agentic AI, automation, or advanced analytics to improve planning, reporting, and operational efficiency.
• Bachelor's degree, specialized training, or equivalent experience

Compensation

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. 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.

Benefits and Inclusion

Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.

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.

• medical, dental, and vision coverage
• paid time off
• retirement savings options
• wellness programs
• other resources

Additional details about available benefits are provided during the application process and on Benefits Moments .

Application Information

We anticipate the application window for this opening will close on: 11/13/2026 Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.