About The Position

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary This remote role, Lead Director, Business Consultation (IC) Investment Management, is responsible for leading the Medicare Investment Management process. Key responsibilities include: Facilitating and driving the completion of business cases to support Medicare’s strategic programs from ideation to benefit realization. In a matrixed environment, manage the day-to-day activities of the Medicare investment management team, provide leadership and direction to a team on business case best practices as well as look for opportunities to continuously improve the process. Serving as process owner for all investment management activities, driving continuous improvement. Collaborating and partnering with both the Medicare Finance team and the Capital Planning team to define investments and associated benefits. Working across the Medicare organization, responsible for creating and managing the $100M+ Medicare investment portfolio throughout the year.

Requirements

  • Demonstrated success in a matrixed organizational environment
  • 8–10 years of progressive financial experience with a focus on business case development and benefit realization
  • Proactive and self-motivated approach
  • Advanced analytical skills for financial analysis and investment recommendations
  • Excellent written and verbal communication abilities
  • Proven capability to drive performance improvements

Nice To Haves

  • Knowledge of Medicare
  • Experience working with IT on large complex initiatives

Responsibilities

  • Facilitate the annual strategic investment ideation process.
  • Lead the business case creation process for assigned teams.
  • Collaborate with IT to estimate initiative costs.
  • Partner with Medicare Finance to quantify benefits.
  • Coordinate with Aetna Finance to ensure timely management of capital requests and oversee multi-year, complex projects.
  • Support cost prioritization efforts by developing long-term productivity goals and analyzing SG&A trends; work with leadership to identify and evaluate efficiency opportunities.
  • Manage financials on a monthly and quarterly basis.
  • Prepare executive-level presentations to support the investment portfolio.
  • Assess risks and opportunities, recommending funding reallocations as needed.

Benefits

  • This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families.
  • The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.
  • Additional details about available benefits are provided during the application process and on Benefits Moments.

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What This Job Offers

Job Type

Full-time

Career Level

Director

Number of Employees

5,001-10,000 employees

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