Lead Director, Financial Planning & Analysis
About The Position
The Aetna Planning & Performance Management finance team serves as the intermediary between the business and Aetna/CVS Health Executive leadership, maintaining the bridge between where Aetna has been and where it is going. The Lead Director, HCB FP&A is responsible for financial planning governance for the Total Aetna income statement as well as the direct analysis and influence of key financial metrics and actions to accelerate the recovery of profitability and sustainable performance for the Government lines of business (both Medicare and Medicaid). This leader will partner closely with the Aetna CFO and leaders across Enterprise Finance, Business Finance, Actuarial, and Expense & Performance Management to inform critical business decisions and will operate in a fast‑paced, dynamic environment where precision, influence, and strategic thinking are essential. Success in this role means not just understanding the numbers, but shaping the narrative behind them.
Requirements
- 10+ years’ experience in healthcare, managed care insurance, financial forecasting, financial analysis and reporting, actuarial, and management of teams
- Excellent communication and data storytelling skills along with strong analytical, technical, and problem-solving skills
- Proven experience in a fast paced, deadline driven environment
- Bachelor’s degree in Finance, Accounting, Actuarial Science, Economics, or related field required.
Nice To Haves
- FSA, ASA, or CPA designation; MBA or related advanced degree
- Supervisory or managerial experience
- Technical knowledge of financial systems (Hyperion, S4, Anaplan, ADAM etc..)
- Demonstration of strong ownership and accountability for work products along with the ability to work both autonomously and collaboratively
- Advanced degree or professional credential preferred
Responsibilities
- Drive financial planning governance across Aetna, providing end‑to‑end leadership for forecasting and planning activities, including timeline coordination, system reconciliation, and cross‑functional alignment
- Translate financial complexity into executive‑ready insight by developing compelling presentations that clearly articulate key drivers, trends, risks, and opportunities tied to each forecast and operating plan
- Serve as a trusted finance partner to senior leadership across Aetna and CVS Health, ensuring consistent financial messaging that aligns projections with strategic business priorities
- Deliver deep analytical insight into financial and operational performance, with a primary focus on Medicare and Medicaid, to assess the reasonableness and sustainability of projections
- Lead, coach, and develop a high‑performing team of four (including two direct reports), fostering accountability, growth, and strong decision‑making in a results‑driven environment
- Perform ad-hoc analysis and develop recommendations for executive leadership team
- Champion continuous improvement, modernizing FP&A processes through innovation, automation, and AI‑enabled solutions where applicable
Benefits
- medical
- dental
- vision coverage
- paid time off
- retirement savings options
- wellness programs
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What This Job Offers
Job Type
Full-time
Career Level
Director
