Strategic Finance Analyst: Budgets, Forecasts & Modeling

CVS Health; Montgomery (AL); On-site; USD 47,000 - 122,000; Full time

Job summary

CVS Health is seeking a Financial Analyst to support annual budgets, forecasts, and long-term plans. The role involves performing variance, trend, and profitability analyses to inform strategic decisions.

The ideal candidate has 3–5 years of financial analysis experience and proficient skills in forecasting, data modeling, and business analysis. This is a full-time, on-site position with competitive benefits.

Qualifications

• 3–5 years of work experience in financial analysis or related field.
• Strong problem solving and decision-making skills.
• Bachelor’s degree in Finance, Data Analytics, Accounting, or a related field.

Responsibilities

• Assist in developing and preparing annual budgets, forecasts, and long-term financial plans.
• Conduct in-depth financial analysis including variance, trend, and profitability analysis.
• Support forecasting by analyzing trends and building financial models.
• Identify cost-saving opportunities and revenue enhancement strategies.
• Develop complex financial models to inform strategic decisions and investments.
• Improve forecasting methodologies, data collection, and analysis processes.
• Streamline financial processes and improve data accuracy.
• Edit and improve team processes to boost efficiency and performance.
• Coach junior team members and help resolve problems.

Skills

Financial analysis

Problem solving

Decision making

Forecasting

Education

Bachelor's degree in Finance, Data Analytics, Accounting, or related

Tools

S4/SAP

Anaplan

Workday

Job description

CVS Health is seeking a Financial Analyst to support annual budgets, forecasts, and long-term plans. The role involves performing variance, trend, and profitability analyses to inform strategic decisions.

The ideal candidate has 3–5 years of financial analysis experience and proficient skills in forecasting, data modeling, and business analysis. This is a full-time, on-site position with competitive benefits.