Strategic Enterprise Capital Planning Lead

CVS Health; Hartford (CT); On-site; USD 83,000 - 183,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

Retirement savings options

Paid time off

Job summary

CVS Health in Hartford, CT seeks a Senior Manager, Enterprise Capital Planning to lead capital reporting, forecasting, and planning for the enterprise portfolio. You will consolidate segment submissions, provide insights to leadership, and support governance forums with concise analyses.

You'll partner with Finance, Treasury, Technology and Capital Leads to strengthen reporting, drive planning discipline, and connect project activity to portfolio results.

Qualifications

• 7+ years of experience in finance or related field.
• Experience leading complex financial reporting, forecasting and planning with multiple stakeholders.
• Strong financial analysis and modeling skills with ability to translate data into insights.
• Advanced Excel and PowerPoint skills for executive-ready materials.

Responsibilities

• Lead month-end close and capital reporting for the enterprise portfolio.
• Coordinate quarterly forecasts and Operating Plan submissions.
• Deliver concise materials for senior leadership and governance forums.
• Review business cases and project economics for gaps or risks.
• Monitor portfolio performance and align plans with outcomes.
• Maintain data governance and reporting integrity.

Skills

Financial analysis

Forecasting

Executive presentation

Excel

PowerPoint

Independent work

Communication

Education

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

MBA, CPA, CFA or related advanced degree

Tools

Anaplan

SAP Analysis for Office

Power BI

Oracle

Hyperion

Job description

CVS Health in Hartford, CT seeks a Senior Manager, Enterprise Capital Planning to lead capital reporting, forecasting, and planning for the enterprise portfolio. You will consolidate segment submissions, provide insights to leadership, and support governance forums with concise analyses.

You'll partner with Finance, Treasury, Technology and Capital Leads to strengthen reporting, drive planning discipline, and connect project activity to portfolio results.