Manager, Strategic and Resource Planning

CVS Health•Scottsdale, AZ

19h

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 Strategic Planning Production Support Team provides analytical and financial planning support for production support cost centers and clinical programs cost centers. The team partners with Operations, Finance, and other Strategic Planning functions to monitor actuals and drivers, maintain forecasting and budgeting assumptions, and deliver timely reporting that enables informed decisions and strong financial stewardship. As the Manager, Strategic and Resource Planning, you'll lead a team responsible for end-to-end forecasting, budgeting, and reporting for production support and clinical programs cost centers. You will ensure financial plans are accurate, transparent, and actionable; drive process and tool improvements; and serve as the Strategic Planning lead for development of Power BI dashboards that enable consistent, self-service insights across the Strategic Planning organization.

Requirements

5+ years of experience in forecasting, budgeting, financial planning, resource planning, or an equivalent analytical planning role.
2+ years of people leadership experience (direct management of analysts or comparable leadership responsibility).
Demonstrated experience managing cost center forecasts and performing variance/root-cause analysis.
Advanced Excel skills (e.g., complex formulas, pivot tables, data validation, and model maintenance).
Power BI experience building and maintaining dashboards (data modeling concepts, DAX measures, report design, and stakeholder requirements gathering).
Experience collaborating cross-functionally with Finance and Operations and presenting findings to leadership.
Bachelor's degree is required, equivalent experience may be considered.

Nice To Haves

Healthcare, pharmacy benefit management (PBM), clinical operations, or production support operations experience.
Experience partnering with data engineering/BI teams and working within governed reporting environments (workspaces, refresh schedules, access controls, documentation).
Experience with Tableau and/or Salesforce reporting (or similar tools) in addition to Power BI.
Project management experience leading cross-functional initiatives and delivering within tight planning cycles.
Experience standardizing metrics and definitions across multiple teams to enable consistent enterprise reporting.

Responsibilities

Lead, coach, and develop a team of analysts supporting production support cost centers and clinical programs cost centers; set priorities, clarify ownership, and ensure timely, high-quality deliverables.
Own the planning cadence for supported cost centers, including annual budget development and periodic reforecasts; establish assumptions, document methodologies, and coordinate inputs with Finance and Operations partners.
Monitor actual spend and operational drivers; identify risks, trends, and opportunities, and recommend corrective actions to maintain alignment with financial targets.
Translate complex financial and operational data into clear narratives, executive-ready materials, and recommendations for leaders and stakeholders.
Drive standardization and continuous improvement of forecasting models, templates, and reporting processes to improve accuracy, transparency, and efficiency.
Serve as Strategic Planning lead for Power BI dashboard development: define requirements, partner with data owners, design measures and visuals, validate outputs, and manage iteration based on stakeholder feedback.
Establish and maintain data governance for reporting (definitions, refresh cadence, controls, and documentation) to ensure consistent and trusted insights across Strategic Planning.
Partner cross-functionally with other Strategic Planning teams to align metrics, assumptions, and reporting standards; support ad hoc analyses and strategic initiatives as needed.