Strategic Financial Planning & Forecasting Analyst

CVS Health; Jackson (MS); On-site; USD 47,000 - 122,000; Full time

Job summary

CVS Health is seeking a financial analyst to support budgeting, forecasting, and long-term planning. You will collaborate with stakeholders to analyze data, build models, and recommend targets to improve profitability.

The role requires 3–5 years in financial analysis, proficiency with SAP, Anaplan, and Workday, and a bachelor’s degree in Finance or related field. This full-time position offers benefits and opportunities to impact healthcare delivery.

Qualifications

• 3–5 years of experience in financial analysis or related field.
• Strong problem solving and decision making skills.
• Knowledge of financial modeling, forecasting and variance analysis.
• Bachelor’s degree in Finance, Accounting or related field.

Responsibilities

• Assist in the development and preparation of annual budgets, forecasts, and long-term financial plans.
• Conduct in-depth financial analysis, including variance and profitability analyses.
• Support forecasting by analyzing trends and building financial models.
• Identify cost-saving opportunities and revenue enhancement strategies.
• Develop complex financial models to support strategic decisions and planning.
• Improve forecasting methodologies and data collection processes.
• Identify bottlenecks and streamline financial processes for efficiency.
• Coach junior team members and provide guidance as needed.

Skills

Financial analysis

Problem solving

Forecasting

Stakeholder collaboration

Education

Bachelor's degree in Finance

Data Analytics

Accounting

Tools

S/4HANA SAP

Anaplan

Workday

Job description

CVS Health is seeking a financial analyst to support budgeting, forecasting, and long-term planning. You will collaborate with stakeholders to analyze data, build models, and recommend targets to improve profitability.

The role requires 3–5 years in financial analysis, proficiency with SAP, Anaplan, and Workday, and a bachelor’s degree in Finance or related field. This full-time position offers benefits and opportunities to impact healthcare delivery.