Financial Planning and Analysis - Senior Manager

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.

As an FP&A Senior Manager in Enterprise P&L Budgeting and Forecasting, you will be responsible for leading the technical day-to-day processes required to develop, implement, and manage the enterprise long-term forecasting financials and short-term monthly close processes, serving as the second-in-command to the Lead Director who directs and drives this work from a strategic perspective. This role will allow you to support the Lead Director in overall alignment, coordination and consistency in processes, analyses, stakeholder communication and execution of overall deliverables.

You will accomplish this by:

• Directing and collaborating with key enterprise, business segment, shared service, and finance senior leaders to facilitate the monthly close & forecasting efforts, while driving change to elevate by streamlining processes, enhancing coordination, and delivering on-time, quality outcomes in support of the priorities and initiatives identified in the “EPPM roadmap.”
• Supporting the development and execution of analysis, meetings, key milestones, and deliverables required of the Enterprise FP&A function in order to drive enterprise decision-making and overall financial management of the company. These meetings/actions/milestones include general preparation of exhibits and tasks to be completed in monthly close and forecasting processes.
• Working in close coordination with the strategy & op financial planning team, this role will prepare financial analysis that informs enterprise guidance, business segment/shared service forecast targets, BOD updates and proposals, Earnings/Investor Day messaging, and strategic plan priorities Corporate Calendar.

In this role, your success will be determined by your deep understanding of financial systems and connectivity to enterprise processes, as well as demonstrated competence, maturity, and a strong collaborative work style to develop and foster partnership with critical senior/executive-level constituents to achieve objectives.  Your ability to “think beyond the spreadsheet” to develop custom analyses, message positioning/narratives and business recommendations for critical internal and external executive-level meetings/events (including quarterly earnings announcements, investor meetings and roadshows, Investor Day, and Board meetings) to support monthly close and forecasting will also contribute to your success.

Required Qualifications

• 7+ years financial planning and analysis experience. Multiple years proven leadership experience setting strategic direction and influencing change that resulted in quantifiable positive outcomes. Proven track record managing complex projects and or programs that resulted in cost savings. Experience managing large budgets. Project management experience.
• 5+ years strong excel background with focus on nested formulas for complex analysis and data set management

Preferred Qualifications

• Experience with enterprise-wide and/or cross-functional large-scale initiatives with high degree of complexity.
• As a business leader, influences all stakeholders to support key projects/programs to ensure positive outcomes that deliver on results.
• Drives change to improve performance results, organization effectiveness and/or systems/quality/services (e.g., policies, processes, or systems).
• Strong executive communication, project- management and change management skills
• Identifies gaps in processes or organization and challenges self and others to develop and implement solutions.
• Assists with analysis of key components of financial results, identifying trends and variances; addressing questions as needed
• Managed care / health insurance industry experience
• Experience with S4, Hyperion or Tableau

Education

Bachelor's Degree in Finance, Accounting or Business or equivalent (HS Diploma and 4 years of experience) required.

Pay Range

The typical pay range