Sr Analyst,FP&A

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
• Work with the EPPM Anaplan Center of Excellence to address capital system requirements, enhancements, and defects as needed
• Establish and implement quality assurance measures to ensure accuracy of data prepared for and used to inform the 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 Anaplan Center of Excellent to develop and refresh training materials for internal Enterprise Planning and Performance Management colleagues and external segment 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.

Primary Job Duties & Responsibilities

1. Partner with EPPM Capital planning colleagues and business segment Capital leads to develop and maintain a consistent, comprehensive, and efficient planning submission process cross-enterprise (50% of time)

2. Lead the solicitation of input and feedback from Anaplan users to identify opportunities to refine and improve the capital planning system, in junction with the Anaplan COE department (20% of time)

3. Assist in the collection of relevant CAPEX data to support business partners for key internal and external executive-level meetings and events (20% of time)

4. Document detailed processes to use as training materials, standard operating procedures, and resources with internal and external Capital planning partners (10% of time)

Required Qualifications

• 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

Preferred Qualifications

• 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

Skilled In:

• Developing comprehensive, yet easy to understand dashboards of financial and operational Capital planning metrics to facilitate achievement of capital priorities

Ability To:

• 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

Education

• Bachelor's Degree required, preferably in area of Finance or Accounting or Equivalent experience

Our diverse work experience empowers colleagues for career success. In addition to skill and experience, we attract and retain colleagues whose beliefs and behaviors are in alignment with our core values of collaboration, innovation, caring, integrity, and accountability.

CVS Health is an equal opportunity/affirmative action employer. Gender/Race/Ethnicity/Disability/Protected Veteran - we highly value and are committed to all forms of diversity in the workplace. We proudly support and encourage people with military experience (active, veterans, reservists, and National Guard) as well as military spouses to apply for CVS Health job opportunities. We comply with the laws and regulations set forth in the following EEO is the Law Poster: EEO IS THE LAW and EEO IS THE LAW SUPPLEMENT . We provide reasonable accommodations to qualified individuals with disabilities. If you require assistance to apply for or perform this job, please contact our Advice and Counsel Reasonable Accommodations team at AdviceCounsel@cvshealth.com.

Pay Range

The typical pay range for this role is:

$43,700.00 - $107,200.00

This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.

In addition to your compensation, enjoy the rewards of an organization that puts our heart into caring for our colleagues and our communities. The Company offers a full range of medical, dental, and vision benefits. Eligible employees may enroll in the Company's 401(k) retirement savings plan, and an Employee Stock Purchase Plan is also available for eligible employees. The Company provides a fully-paid term life insurance plan to eligible employees, and short-term and long term disability benefits. CVS Health also offers numerous well-being programs, education assistance, free development courses, a CVS store discount, and discount programs with participating partners. As for time off, Company employees enjoy Paid Time Off ("PTO") or vacation pay, as well as paid holidays throughout the calendar year. Number of paid holidays, sick time and other time off are provided consistent with relevant state law and Company policies.

For more detailed information on available benefits, please visit jobs.CVSHealth.com/benefits

We anticipate the application window for this opening will close on: 04/05/2024

CVS Health requires certain colleagues to be fully vaccinated against COVID-19 (including any booster shots if required), where allowable under the law, unless they are approved for a reasonable accommodation based on disability, medical condition, religious belief, or other legally recognized reasons that prevents them from being vaccinated.

You are required to have received at least one COVID-19 shot prior to your first day of employment and to provide proof of your vaccination status or apply for a reasonable accommodation within the first 10 days of your employment. Please note that in some states and roles, you may be required to provide proof of full vaccination or an approved reasonable accommodation before you can begin to actively work.

CVS Health is committed to recruiting, hiring, developing, advancing, and retaining individuals with disabilities. As such, we strive to provide equal access to the benefits and privileges of employment, including the provision of a reasonable accommodation to perform essential job functions. CVS Health can provide a request for a reasonable accommodation, including a qualified interpreter, written information in other formats, translation or other services through ColleagueRelations@CVSHealth.com If you have a speech or hearing disability, please call 7-1-1 to utilize Telecommunications Relay Services (TRS). We will make every effort to respond to your request within 48 business hours and do everything we can to work towards a solution.