Senior Manager, Retail Planning and Analytics

9005 CVS Pharmacy, Inc.; Woonsocket (RI); On-site; USD 83,000 - 199,000; Full time

Benefits offered by this job

Bonus program

Equity program

Comprehensive benefits

Job summary

The Retail Planning & Analytics Senior Manager at CVS Health leads budgeting, forecasting, and vendor funding for over $500M in annual trade funds. You will partner with Merchandising leadership to optimize profitability and category performance while coaching two analysts and driving process improvements.

You will also translate large data sets into actionable insights, develop analytical models, and present executive-level findings to influence key business decisions across the organization.

Qualifications

• 5+ years of relevant experience in analytics, retail, finance, or related fields.
• Experience leveraging large data sets to identify actionable insights.
• Strong analytical and problem-solving skills with ability to translate data into recommendations.
• Ability to develop analytical models using Excel/Access/SQL.
• Strong communication and presentation skills for executive audiences.
• Experience coaching analysts and leading cross-functional teams.
• Ability to manage multiple priorities and adapt to changing business needs.

Responsibilities

• Lead budgeting, forecasting, reconciliation, and billing for vendor funding.
• Serve as subject matter expert on vendor funding, profitability analysis, and P&L management.
• Partner with Merchandising leadership to identify profit risks and opportunities.
• Lead funding opportunity identification through analysis and business partnership.
• Develop and present financial analyses to support category decisions.
• Coach a team of two analysts and foster a high-performing environment.
• Drive process improvements and system enhancements for funding management.
• Lead special projects and ad hoc analyses related to vendor funding.

Skills

Data analysis

Leadership

Vendor funding

Forecasting

P&L management

Excel/SQL

Communication

Executive presentations

Cross-functional work

Time management

Education

Bachelor's degree

MBA preferred

Finance/Economics/Math degree

Tools

Excel

Access

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.

Position Summary

The Retail Planning & Analytics team is responsible for supporting Front Store trade fund management, vendor profitability, and financial planning activities. The team partners closely with Merchandising leadership to provide financial analysis, identify profit opportunities and risks, and support category decision making. The Senior Manager, Retail Planning & Analytics is responsible for managing approximately $500M in annual trade funds in partnership with category leadership while serving as a subject matter expert on vendor funding, P&L management, forecasting, and profitability. This role manages two direct reports and is responsible for coaching, training, and developing team members to build analytical and business capabilities. The Senior Manager plays a key role in budgeting, forecasting, financial planning, and funding management processes while driving process improvements and system enhancements that increase accuracy, efficiency, and transparency. The role also leads end-to-end projects, including business requirements, reporting solutions, stakeholder communication, and training initiatives.

• Lead the budgeting, forecasting, reconciliation, and billing of more than $500M in vendor funding while supporting profitability targets at the vendor and category level.
• Serve as the subject matter expert on vendor funding, profitability analysis, P&L management, and other financial topics for the merchandising organization.
• Partner with Merchandising leadership to identify, quantify, and address profit risks and opportunities.
• Lead funding opportunity identification through rigorous analysis, research, and business partnership.
• Develop and present financial analyses, forecasts, and reporting to support category and business unit decision making.
• Coach, train, and develop a team of two analysts while fostering a high-performing and collaborative environment.
• Prioritize team workload and ensure timely delivery of analyses, reporting, and business support.
• Identify and implement process, reporting, and system enhancements that improve funding management effectiveness.
• Lead special projects, ad hoc analyses, and strategic initiatives related to vendor funding and profitability management.

Required Qualifications

• 5+ years of relevant experience, with a portion of experience in management consulting, retail, CPG, finance, merchandising, vendor management, sourcing, or a related field.
• Experience leveraging large data sets to identify and communicate meaningful insights that drive business decisions.
• Strong analytical and problem-solving skills with the ability to translate complex data into actionable recommendations.
• Ability to conceptualize complex quantitative analyses and develop analytical models using Microsoft Excel, Access, SQL, or similar tools.
• Strong verbal and written communication skills with the ability to effectively influence management and key stakeholders.
• Experience creating executive-level presentations and communicating insights through PowerPoint and other business communication tools.
• Demonstrated ability to develop effective working relationships across a broad range of stakeholders.
• Experience coaching and developing analysts or team members to strengthen technical and business capabilities.
• Ability to manage multiple priorities, meet deadlines, work independently, and adapt to changing business needs.

Preferred Qualifications

• Merchandising, retail finance, retail planning, vendor funding management, or category management experience.
• Experience managing trade funds, forecasting, budgeting, profitability, or financial planning activities.
• Demonstrated ability to lead cross-functional initiatives and drive process improvements.
• Leadership style that promotes trust, accountability, collaboration, and open communication.

Education

Bachelor’s degree required MBA strongly preferred; Finance, Economics, Mathematics and/or other quantitative analytical degree a plus.

Pay Range

The typical pay range for this role is: $82,940.00 - $199,144.00 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: 11/30/2026

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.