Manager, Financial Planning and Analysis

at  CVS Health

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

Then Manager, Financial Planning and Analysis provides strategic leadership and oversight for financial planning and analysis functions by managing a team of financial analysts, coordinating budgeting and forecasting processes, providing guidance on financial strategy, and collaborating with stakeholders to align financial goals with business objectives. The Manager ensures accurate financial reporting, drives process improvements, and contributes to strategic planning and risk assessment.

What you will do

• Directs operations for the financial planning processes, including budgeting, forecasting, and long-term strategic planning.
• Conducts in-depth financial analysis to evaluate the financial performance of business units or initiatives, analyzing profitability, cost drivers, pricing strategies, and investment opportunities.
• Assists with the development of the company’s strategic plans by providing financial analysis and insights, assessing financial feasibility and impact of proposed strategic initiatives and investments.
• Prepares financial models and sensitivity analysis to support decision-making.
• Contributes to monthly and quarterly reporting packages and formal business reviews, and participates in leadership presentations.
• Ensures quality financial summaries and presents complex dashboard information to management.
• Collaborates with business leaders to identify areas of improvement, cost-saving opportunities, and revenue growth strategies.
• Allocates resources to improve financial planning and analysis inefficiencies, implement automation or standardization initiatives, and enhance the accuracy and timeliness of financial reporting.
• Manages and mentors a team of financial analysts, providing guidance, training, and support to ensure team professional development and the achievement of work area goals.

In order to be successful in this role you must exhibit the following:

• Adept at execution and delivery (planning, delivering, and supporting) skills
• Adept at business intelligence
• Adept at problem solving and decision making skills
• Adept at collaboration and teamwork
• Adept at growth mindset (agility and developing yourself and others) skills

REQUIRED QUALIFICATIONS

• 5+ years of finance experience
• ability to travel up to 5%

PREFERRED QUALIFICATIONS

• Certified Corporate FP&A Professional (FPAC) preferred.

EDUCATION

• Bachelors degree required or equivalent years of related experience

What you will do

• Directs operations for the financial planning processes, including budgeting, forecasting, and long-term strategic planning.
• Conducts in-depth financial analysis to evaluate the financial performance of business units or initiatives, analyzing profitability, cost drivers, pricing strategies, and investment opportunities.
• Assists with the development of the company’s strategic plans by providing financial analysis and insights, assessing financial feasibility and impact of proposed strategic initiatives and investments.
• Prepares financial models and sensitivity analysis to support decision-making.
• Contributes to monthly and quarterly reporting packages and formal business reviews, and participates in leadership presentations.
• Ensures quality financial summaries and presents complex dashboard information to management.
• Collaborates with business leaders to identify areas of improvement, cost-saving opportunities, and revenue growth strategies.
• Allocates resources to improve financial planning and analysis inefficiencies, implement automation or standardization initiatives, and enhance the accuracy and timeliness of financial reporting.
• Manages and mentors a team of financial analysts, providing guidance, training, and support to ensure team professional development and the achievement of work area goals

In order to be successful in this role you must exhibit the following:

• Adept at execution and delivery (planning, delivering, and supporting) skills
• Adept at business intelligence
• Adept at problem solving and decision making skills
• Adept at collaboration and teamwork
• Adept at growth mindset (agility and developing yourself and others) skill