Senior Manager – Retail Program Insights

CVS Health; Woonsocket (RI); Hybrid; USD 83,000 - 183,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision coverage

Paid time off

Retirement savings

Wellness programs

Job summary

CVS Health seeks a Senior Manager of Retail Program Insights to lead the capital portfolio planning and reporting for Construction, Properties, and Real Estate. You will partner with finance, department leadership, and external partners to develop multi-year capital strategies, budgets, and forecasts while aligning results with reporting requirements.

You will oversee capital and cash-flow reporting, consolidate budgets, manage reallocations, and develop automated tools to improve accuracy and

Qualifications

• Five or more years in accounting, finance, construction finance, financial analysis, or a related field.
• Advanced proficiency in Excel and demonstrated experience with Access, database management, and PowerPoint.
• Ability to develop financial models and deliver accurate reporting for existing and new business initiatives.
• Strong critical-thinking, analytical, and problem-solving skills.
• Excellent written and verbal communication skills with the ability to influence stakeholders, lead meetings, and develop clear processes and documentation.
• Strong presentation skills and the ability to communicate effectively with audiences at all levels of the organization.
• Demonstrated success building cross-functional relationships and leading complex processes.
• Ability to think strategically, collaborate across organizational boundaries, prioritize competing demands, and meet aggressive deadlines.
• Ability to work effectively both independently and in a team environment.
• Experience managing, coaching, or supervising team members.
• Demonstrated effectiveness in a hybrid work environment.
• Experience using AI-powered solutions to improve operational efficiency, analyze information, and support business objectives is required.

Responsibilities

• Lead the development and management of the department’s capital portfolio, including strategic planning, budgeting, forecasting, cash-flow reporting, business cases, and consolidation of commitments and actual results. (30%)
• Manage, coach, and develop a direct report, establishing clear priorities, accountability, and performance expectations. (15%)
• Partner with department leaders, business owners, and internal and external finance partners to build strong relationships, influence decisions, and improve financial performance. (30%)
• Drive innovation, automation, and continuous process improvement across capital planning, reporting, and data-management activities. (25%)

Skills

Financial analysis

Excel

Access

PowerPoint

Financial modeling

Analytical thinking

Communication

Presentation skills

Cross-functional collaboration

Team leadership

Hybrid work experience

AI in ops

Education

Bachelor’s degree or equivalent

Bachelor’s degree

Tools

Anaplan

SAP

Ariba

Power BI

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 of Retail Program Insights leads financial planning, reporting, and governance for the Construction, Properties, and Real Estate organization’s multi‑segment capital portfolio of approximately $400 million to $500 million. The role partners with department leadership, business owners, and finance teams to develop multi‑year capital strategies and budgets; manage monthly, quarterly, and annual forecasts; and ensure commitments and actual results align with internal and external reporting requirements and the business unit’s financial objectives.

This position oversees capital portfolio and cash‑flow reporting, strategic plan and budget consolidation, monthly reallocations, quarterly forecasts, accruals, capital business cases, and the identification and management of risks and opportunities. The role collaborates with Finance, Treasury, EPPM, and other enterprise partners across Corporate, PCW, HCB, and PSS to establish effective processes, strengthen controls, and support enterprise priorities. It also develops and enhances database and reporting tools that automate complex workflows and improve the accuracy, timeliness, and distribution of capital‑management information.

The role directly manages five financial analysts/managers responsible for a capital programs including analysis, forecasting, reallocation submissions, and commitment reporting.

Primary Duties and Responsibilities

• Lead the development and management of the department’s capital portfolio, including strategic planning, budgeting, forecasting, cash‑flow reporting, business cases, and consolidation of commitments and actual results. (30%)

• Manage, coach, and develop a direct report, establishing clear priorities, accountability, and performance expectations. (15%)

• Partner with department leaders, business owners, and internal and external finance partners to build strong relationships, influence decisions, and improve financial performance. (30%)

• Drive innovation, automation, and continuous process improvement across capital planning, reporting, and data‑management activities. (25%)

Required Qualifications

• Five or more years of experience in accounting, finance, construction finance, financial analysis, or a related field required.

• Advanced proficiency in Microsoft Excel and demonstrated experience with Microsoft Access, database management, and PowerPoint.

• Ability to develop financial models and deliver accurate reporting for existing and new business initiatives.

• Strong critical‑thinking, analytical, and problem‑solving skills.

• Excellent written and verbal communication skills, with the ability to influence stakeholders, lead meetings, and develop clear processes and documentation for leaders, peers, end users, and finance partners.

• Strong presentation skills and the ability to communicate effectively with audiences at all levels of the organization.

• Demonstrated success building cross‑functional relationships and leading complex processes.

• Ability to think strategically, collaborate across organizational boundaries, prioritize competing demands, and meet aggressive deadlines.

• Ability to work effectively both independently and in a team environment.

• Experience managing, coaching, or supervising team members.

• Demonstrated effectiveness in a hybrid work environment.

• Experience using AI‑powered solutions to improve operational efficiency, analyze information, and support business objectives is required.

Preferred Qualifications

Experience with Anaplan, SAP, Ariba, and Power BI preferred.

Education

Required:

Equivalent work experience or a bachelor’s degree.

Preferred:

Bachelor’s degree.

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 (https://learn.bswift.com/cvshealth-mainland) .

We anticipate the application window for this opening will close on: 10/26/2026

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

CVS Health is an equal opportunity/affirmative action employer, including Disability/Protected Veteran — committed to diversity in the workplace.