Strategic Finance Analyst: Forecasting & Insights

CVS Health; Lincoln (NE); On-site; USD 47,000 - 122,000; Full time

Benefits offered by this job

Bonus eligibility

Comprehensive benefits

Paid time off

Job summary

CVS Health is seeking a financial analyst to support budgeting, forecasting, and long-term financial planning. You will collaborate with stakeholders to analyze data, develop models, and provide actionable insights for targets and resource allocation.

The role emphasizes advanced financial modeling, profitability analysis, and continuous improvement of forecasting techniques, with additional focus on coaching junior team members and driving efficiency.

Qualifications

• 3-5 years of work experience in financial analysis or related field
• Strong problem solving and decision making skills

Responsibilities

• Assists in development and preparation of annual budgets, forecasts, and long-term financial plans by collaborating with stakeholders to gather inputs, analyze financial data, and provide recommendations for financial targets and resource allocation.
• Conducts in-depth financial analysis, including variance analysis, trend analysis, and profitability analysis.
• Supports the forecasting process by analyzing trends, identifying key drivers, and preparing financial models to evaluate different scenarios and their impact on financial outcomes.
• Identifies areas of improvement, cost-saving opportunities, and revenue enhancement strategies.
• Develops complex financial models to support strategic decision-making, investment analysis, and business planning.
• Implements improvements in forecasting methodologies, data collection, and analysis techniques to enhance forecasting capabilities.
• Identifies opportunities to streamline financial processes, improve efficiency, and enhance data accuracy.
• Edits and improves team processes and workflows to enhance efficiency and effectiveness and identifies bottlenecks or areas for improvement and implements changes to optimize team performance.
• Assists in coaching and providing guidance to junior-level team members and helps them resolve problems and answer questions.

Skills

Financial analysis

Forecasting

Budgeting

Problem solving

Decision making

Education

Bachelor's degree in Finance/Analytics/Accounting

Tools

S4/SAP

Anaplan

Workday

Job description

CVS Health is seeking a financial analyst to support budgeting, forecasting, and long-term financial planning. You will collaborate with stakeholders to analyze data, develop models, and provide actionable insights for targets and resource allocation.

The role emphasizes advanced financial modeling, profitability analysis, and continuous improvement of forecasting techniques, with additional focus on coaching junior team members and driving efficiency.