Lead Director, Financial Planning and Analysis

Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand — with heart at its center — our purpose sends a personal message that how we deliver our services is just as important as what we deliver.
 
Our Heart At Work Behaviors™ support this purpose. We want everyone who works at CVS Health to feel empowered by the role they play in transforming our culture and accelerating our ability to innovate and deliver solutions to make health care more personal, convenient and affordable.

Position Summary

CVS Health is hiring a Director of FP&A within its Pharmacy and Consumer Wellness Segment (PCW). This critical and highly visible role resides within the Segment’s FP&A Center of Excellence (CoE) and offers broad exposure to all aspects of the company’s business, as well as significant interaction with leadership. Additionally, it impacts strategic decision making and sustainable long-term earnings growth through support of stakeholders in all aspects of financial performance management.

Reporting to the Executive Director of the Pharmacy & Consumer Wellness (PCW) Segment, the Director will lead the Planning & Capital pillars of the FP&A Center of Excellence (CoE) respectively and coordinate all major end-to-end processes within these workstreams

• Lead a team structured into 2 pillars, namely Planning & Analysis, and Capital Investment

• Lead PCW’s annual operating and long-range plans for both the P&L and Capital, including supporting socialization and formal business reviews with Leadership

• Partner with Finance Leadership, Business leaders, and Corporate Functions (such as Enterprise FP&A, Enterprise Strategy, Communications, Investor Relations, etc.) in support of Segment financial goals

• Additional responsibilities associated with managing the Segment’s Capital portfolio include Month-end close, Quarterly Forecasting, managing the monthly re-allocation process, and leading/facilitating the agenda for monthly Capital Committee meetings

• Preparation of reporting packages, formal business reviews, Board of Directors, and other leadership presentations

• Routinely work cross-functionally with multiple functions, both internal and external to the segment such as Enterprise FP&A, Strategy, Treasury, Investor Relations, etc. in support of various presentations and initiatives

• Develop and deliver executive level presentations, including strong logical structuring,

• storyboarding, and presentation delivery.

• Support the talent agenda for the Retail FP&A COE, defining and building needed talent

• capabilities

• Support strategic and transformative programs to improve FP&A processes

• Lead, coach and mentor a team of five colleagues

• Responsibilities can be expected to change in accordance with business needs

Required Qualifications

• At least 10 years of progressive Finance or other suitably aligned experience including prior FP&A experience in a large publicly traded company

• At least 3 years of managing cross-functional matrixed partners and stake holders

• Ability to work Hybrid Model (in office Monday, Tuesday and Wednesday)

Preferred Qualifications

• Experience engaging with Executive Leadership including strong logical reasoning and storyboarding to impact decision making

• Ability to influence key stakeholders, within and outside Finance function

• Demonstrated ease operating in a high paced and fluid environment

• Demonstrated sense of comfort working with imprecise data

• Excellent verbal and written communication skills

• Self-motivated with ability to work independently under compressed deadlines

• Mastery of problem solving - experience collaborating with a diverse set of stakeholders to define problem statements and design appropriate analytical solutions

• Prior experience with Finance consolidation and reporting systems such as SAP S4, HFM, Essbase, etc.

• Robust understanding of enterprise financial data models and associated inter-linkages

• Advanced proficiency in Microsoft Applications particularly Excel and Powerpoint

Education

• Bachelor’s degree in Business, Accounting, or Finance

• CPA/CFA/MBA preferred

Pay Range

The typical pay range for this role is: