Manager - Retail Planning & Analytics - Individual Contributor

CVS Health • Woonsocket, RI

23h • Onsite

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. The Manager, Retail Planning & Analytics independently owns complex, high-impact analytical and operational workstreams supporting front store merchandising categories. This role is responsible for vendor funding management and financial planning , including execution of vendor funding agreements, forecasting, billing accuracy, and variance management. This position serves as a trusted advisor to Category Managers and leadership, delivering accurate, compliant, and executive-ready insights that inform business decisions, identify risks and opportunities, and improve financial outcomes. This is an individual contributor role that exercises manager-level judgment, autonomy, and influence. The role is expected to lead work across analysts, coordinate deliverables, and support talent development while elevating analytical quality, governance, and process improvement , ensuring adherence to financial controls and enterprise standards.

Requirements

• Bachelor’s Degree in Finance, Business Analytics, Economics, Mathematics, or related field ( Required )
• 5+ years of experience in retail analytics, finance, FP&A, merchandising, or related field ( Required )
• Demonstrated ability to independently own complex financial and operational workstreams
• Strong understanding of retail merchandising financials, vendor funding, and category P&Ls
• Advanced analytical and problem-solving skills with the ability to translate data into business recommendations
• Proven ability to influence senior stakeholders through clear, data-driven communication (written and verbal)
• Strong attention to detail and commitment to accuracy in financial analysis and execution
• Ability to operate with limited oversight and manage competing priorities across deadlines
• Advanced proficiency in Microsoft Excel and PowerPoint
• Working knowledge of financial controls, compliance, and audit considerations
• Ability to adapt to changing business needs and deliver results in a fast-paced environment

Nice To Haves

• Master’s Degree (MBA, Finance, Analytics, or related discipline) ( Preferred )
• Experience supporting complex retail or financial portfolios ( Preferred )
• Experience supporting Retail Planning, Vendor Funding Management, or Category Finance
• Advanced experience using SQL, Access, or similar query tools to analyze large datasets
• Experience building or improving forecasting models, dashboards, or automation
• Prior experience working in a large, matrixed retail or healthcare organization
• Experience designing scalable automation, dashboards, or reporting frameworks
• Demonstrated history of leading process improvement initiatives with measurable impact
• Master’s Degree (MBA or equivalent)

Responsibilities

• Lead category-level funding forecasting and P&L support, including funding rate analysis, scenario modeling, and risk assessment
• Own development of forecast assumptions and methodologies, ensuring accuracy, consistency, and alignment across stakeholders
• Deliver variance analysis and performance insights, identifying key drivers of results, risks, and opportunities
• Develop annual funding plans and budgets in partnership with Category Management and Finance
• Analyze funding performance, rate changes, vendor gaps, and repayment activity to inform forecast updates and business decisions
• Coordinate BU forecast submissions across categories, integrating inputs across analysts into a consolidated outlook
• Own execution of vendor funding agreements, including ensuring accurate setup, documentation, and alignment to contractual terms
• Ensure timely and accurate billing in partnership with cross-functional teams
• Investigate and resolve discrepancies across agreements, billing activity, and financial reporting, ensuring accuracy and completeness of funding activity
• Ensure funding activity is compliant with financial controls, audit requirements, and enterprise standards
• Coordinate directly with suppliers to support funding execution, including resolving disputes, validating deal terms, and ensuring required documentation and approvals
• Serve as a key financial partner to Category Managers, providing insights that influence strategy, funding decisions, and category performance
• Build strong, trusted relationships across Merchandising, Finance, leadership, and suppliers
• Lead analytical support for funding reviews and forecast discussions, delivering insights that inform leadership decisions
• Translate complex analysis into clear, executive-ready narratives with actionable recommendations
• Anticipate business needs and proactively deliver insights to guide decision-making
• Ensure SOX-compliant documentation, controls, and audit readiness related to vendor funding agreements and billing activity
• Act as an escalation point for complex operational or compliance-related issues
• Provide guidance, coaching, and informal oversight to analysts, helping coordinate work, prioritize deliverables, and maintain high standards of accuracy and execution

Benefits

• medical
• dental
• vision coverage
• paid time off
• retirement savings options
• wellness programs
• CVS Health bonus, commission or short-term incentive program

What This Job Offers

• Job Type: Full-time
• Career Level: Manager