Senior Reconciliation COE Analyst — Global Controls

CVSHealth; Phoenix (AZ); On-site; USD 46,988 - 102,000; Full time

Job summary

CVS Health is seeking a Senior Analyst for the Reconciliation COE to execute and review balance sheet reconciliations, ensuring accuracy and strong audit trails. You will partner with onshore and offshore teams to resolve discrepancies, manage items, and support SOX controls within a controlled environment.

The role emphasizes risk-based review, item aging management, and continuous improvement in reconciliation processes, including potential automation via BlackLine and ERP platforms.

Qualifications

• 3+ years of accounting, reconciliation, or financial operations experience.
• Experience performing or reviewing balance sheet reconciliations in a controlled environment.
• Knowledge of SOX controls and financial reporting processes.

Responsibilities

• Reconciliation Execution & Review
• Perform and/or review balance sheet reconciliations in alignment with COE standards, ensuring completeness, accuracy, and compliance with policy
• Validate supporting documentation, ensuring clear audit trail and alignment to account activity
• Apply risk-based review principles, focusing on high-risk and material accounts
• Identify and challenge unsupported balances or insufficient explanations prior to certification
• Reconciling Item Management: Identify, track, and drive resolution of reconciling items, including root cause identification
• Monitor aging of open items and ensure timely follow-up in accordance with established thresholds
• Partner with business and functional teams to resolve discrepancies and clear outstanding balances
• Escalate aged, complex, or high-risk items in a timely manner
• Support account clean-up efforts and reduction of recurring reconciling differences
• Global Team Coordination (Onshore/Offshore Model)
• Collaborate with offshore reconciliation teams to reinforce quality standards and service level expectations
• Provide direction and clarity on priorities, timelines, and deliverables
• Manage day-to-day expectations with offshore teams to ensure consistent and timely output
• Drive accountability for issue follow-up and resolution across distributed teams
• Controls & Compliance
• Execute responsibilities in accordance with SOX control requirements and internal control framework
• Ensure reconciliations are audit-ready, with appropriate documentation and evidence of review
• Support internal and external audit requests, including walkthroughs and documentation support
• Maintain adherence to enterprise reconciliation policy and COE governance standards
• Continuous Improvement
• Identify opportunities to enhance reconciliation quality, efficiency, and standardization
• Support initiatives related to automation, tool optimization (e.g., BlackLine), and process improvement
• Contribute to ongoing transformation efforts within the Reconciliation COE and broader Controllership organization
• Success Metrics
• On-time completion and certification of reconciliations
• Reduction in aged reconciling items and improved account health
• Quality and audit readiness of reconciliation documentation
• Adherence to SOX and internal control requirements
• Effective coordination with offshore teams and stakeholder satisfaction

Skills

Accounting principles

SOX controls

Analytical skills

Communication

Cross-functional collaboration

Education

Bachelor’s degree in Accounting, Finance, or related field

Tools

BlackLine

SAP

Oracle

Job description

CVS Health is seeking a Senior Analyst for the Reconciliation COE to execute and review balance sheet reconciliations, ensuring accuracy and strong audit trails. You will partner with onshore and offshore teams to resolve discrepancies, manage items, and support SOX controls within a controlled environment.

The role emphasizes risk-based review, item aging management, and continuous improvement in reconciliation processes, including potential automation via BlackLine and ERP platforms.