Senior Analyst - Capital Planning - FP&A

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

This position will assist in the coordination and maintenance of key enterprise Capital reporting processes, including the consolidation of monthly CAPEX actuals, budgeting, forecasting, and ROIC analysis. This Candidate will report directly to the Senior Manager of FP&A (Capital Planning) and will partner with business segment Capital planning leads to support and maintain a consistent and comprehensive process across the enterprise. This Candidate will support the Anaplan Capital system used across the enterprise in relation to processes and technological enhancements. This position requires understanding of financial IT platforms and connectivity to enterprise financial planning processes, as well as a strong collaborative work style to develop and foster partnership with critical constituents to achieve objectives.Activities the position will participate in include:

• Work across the Enterprise Planning & Performance Management team to provide accurate data and analysis in a timely fashion
• Use historical analysis of ROIC to inform capital allocation strategy and drive desired returns by partnering with key stakeholders to integrate ROIC into corporate strategy and initiatives, utilizing ROIC methodology to inform M&A and investment decisions.
• Ensure accuracy of data prepared for and used to inform the monthly actuals, quarterly forecasting and annual budgeting processes
• Document detailed processes to use as training materials, standard operating procedures, and resources with internal and external Capital planning partners
• Collaborate with the EPPM Anaplan Center of Excellence and Anaplan IT team to support capital system needs and develop training materials for internal and external partners.
• Support ad-hoc projects, upon request, to assist Enterprise Planning and Performance Management colleagues in the execution of capital planning, reporting, and governance matters as needed.

• 3+ years of professional work experience with financial analysis involvement, including budgeting forecasting, and financial reporting
• 3+ years Microsoft Excel experience (skillset using functions such as PIVOT tables, VLOOKUP, Filters, and Sumi(s))
• Microsoft Office; Microsoft Teams environment; SharePoint

• Work collaboratively in a highly matrixed environment and build partnerships with key constituents of varying professional levels to gain input, feedback, understanding and/or buy-in on key processes, expectations and/or deliverables, while influencing business decisions through actionable business insights
• Effective verbal and written communication skills
• Strong organizational skills
• Ability to work independently and prioritize effectively
• Ability to problem solve and manage multiple tasks under strict deadlines

• Healthcare, PBM, insurance industry helpful but not required
• SAP/S4 and Anaplan Financial Reporting and Planning tools
• Analytical skills and diligence
• Knowledge of dashboard applications such as Tableau; QuickBase, Power BI (or other similar technologies) preferred but not required

• Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.
• No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
• Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.