Senior Financial Analyst, Financial Management & Planning

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.

As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.

Position Summary

As the Senior Analyst of Planning & Business Analytics reporting into the Lead Director, Coupon Planning & Capabilities you will own the expense and funding portfolio management and utilize your analytic and problem-solving skills to develop and report on various financial models.

You will impact our business in the following ways:

• Synthesizes weekly and monthly sales, margin and markdown impact projections, actuals vs. planned on core KPIs as part of monthly leadership business review. 
• Assist with the development and reporting of business cases to support price/promo/coupon initiatives, innovations, and capability development. This includes developing, evaluating assumptions, creating, and modeling alternative financial scenarios, and appropriately including business case elements in multi-year planning exercises. 
• Understand, track, report progress against budget, forecast, capability development and implementation plans scheduled to drive budgeted business growth including key milestones, deliverables, customer, trip, sales & margin, capital, and expense impacts.
• Oversee the reviewing of monthly accruals, invoice reconciliation along with their supported documentation prior to posting journal entries in SAP and prepare the monthly operational expenditure reports.
• Support consolidation of Pharmacy and Consumer Wellness annual operating plan and annual strategic plan preparation including socialization and formal business reviews with leadership.

Required Qualifications

Strategic Leadership & Collaboration 

• 2+ years of experience engaging with executive leadership, using strong logical reasoning and storyboarding to influence strategic decision-making. 

• Proven ability to collaborate effectively across diverse business functions, leadership styles, and organizational levels. 

Data & Analytical Proficiency 

• Advanced proficiency in Microsoft Excel (including pivot tables, formulas, and data modeling) and PowerPoint for data visualization and executive reporting. 

• Comfortable working with imprecise or incomplete data, with a strong attention to detail and a data-driven mindset. 

• Knowledge of Generally Accepted Accounting Principles (GAAP) and their application in financial analysis and reporting. 

Communication & Influence 

• Excellent verbal and written communication skills, with the ability to clearly convey complex information to a variety of audiences. 

• Strong influencing skills with the ability to engage and align key stakeholders both within and outside the finance function. 

Adaptability & Execution 

• Self-motivated and capable of working independently in a fast-paced, deadline-driven environment. 

• Demonstrated ability to thrive in high-paced and fluid settings, maintaining focus and delivering results under pressure. 

• Willingness and ability to travel up to 20% of the time, based on business needs. 

• Flexibility to take on additional tasks as assigned by management. 

Preferred Qualifications

Strategic Leadership & Collaboration 

• 3+ years’ experience demonstrated ability to support a large organization and manage a multi-million-dollar business unit to achieve financial and business results. 

• Experience working for a Fortune 500 company in merchandising, loyalty or promo, or a similar function for an omnichannel retail or retail pharmacy company. 

• Demonstrated capability to address complex issues decisively while considering broader organizational dynamics and empowering leaders to drive results. 

Data & Analytical Proficiency 

• 2+ years’ of hands-on experience with enterprise tools such as SAP S/4HANA, Ariba, Tableau, and/or Salesforce. 

Communication & Influence 

• Strong influencing skills with the ability to engage and align key stakeholders both within and outside the finance function. 

Adaptabi