Lead Director – Finance Reporting and AI/ML Transformation

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time.

Position Summary:

As a Lead Director – Finance Reporting & AI/ML Transformation, you will lead strategic initiatives focused on modernizing reporting, analytics, and decision-support capabilities across Finance and adjacent functions. This role will allow you to drive transformation through advanced reporting architectures, data platforms, and the application of AI/ML to automate, optimize, and enhance business processes. You will be recognized as a strong leader and strategic thinker with deep experience in reporting transformation, data-driven operating models, and emerging analytics technologies.

Key Responsibilities

Leadership & Team Management

• Lead and mentor teams responsible for reporting modernization and AI/ML-enabled process transformation.

• Set strategic direction and execution standards for reporting, analytics, and automation initiatives.

• Develop and implement transformation strategies aligned with enterprise goals and business priorities.

• Ensure teams are appropriately skilled, trained, and enabled to deliver modern reporting and AI/ML solutions.

Reporting & Analytics Transformation

• Lead the modernization of enterprise reporting, dashboards, and management information.

• Drive standardization, simplification, and automation of reporting processes across functions.

• Establish scalable reporting and analytics frameworks that improve transparency, speed, and decision quality.

• Partner with Finance and business stakeholders to define KPI frameworks and performance measurement models.

AI/ML Process Transformation

• Identify and deliver AI/ML use cases that improve efficiency, accuracy, and insight generation.

• Drive adoption of advanced analytics, predictive modeling, and intelligent automation in Finance processes.

• Collaborate with data, technology, and business teams to embed AI/ML into end-to-end workflows.

• Ensure responsible, explainable, and scalable deployment of AI/ML solutions.

Program & Delivery Management

• Oversee multiple transformation initiatives and workstreams, balancing priorities and dependencies.

• Establish governance, metrics, and reporting to track progress and value realization.

• Ability to manage and support multiple projects or tasks and prioritize work effectively.

• Ability to work independently and present solutions to stakeholders and leaders to support decision making.

Continuous Improvement & Innovation

• Identify opportunities for continuous improvement in reporting, analytics, and process automation.

• Partners with technology vendors and internal teams to adopt best-in-class tools and platforms.

• Stay current with emerging trends in AI/ML, analytics, and reporting technologies and assess applicability.

• Conduct periodic reviews to ensure solutions remain efficient, scalable, and aligned with business needs.

Stakeholder Engagement

• Engage senior Finance and business leaders to understand requirements and shape transformation roadmaps.

• Communicate progress, insights, and value delivered through reporting and AI/ML initiatives.

• Build strong partnerships across Finance, IT, Data, and business teams to drive adoption and impact.

Required Qualifications:

• Minimum 10 years of hands-on experience in data engineering

• Minimum 4 years of relevant work experience within a large, complex organization

• Minimum 1 year of experience delivering Generative AI applications into production

• Willingness to travel 10% (including plane) based on project needs

Preferred Qualifications:

• Strong understanding of reporting, analytics, and data-driven decision-making within Finance or enterprise functions

• Familiarity with modern data platforms, reporting tools, and analytics ecosystems.

• Related Cloud certification (e.g. GCP, AWS, Azure)

• Hands-on experience on BigQuery and/or Databricks is highly preferred

Education:

• Bachelor’s degree in Finance,