Retail Planning & Analytics - Manager

CVS Health•Woonsocket, RI

1d•$66,330 - $145,860

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. Job Purpose and Summary 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 ready executive 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

Financial Planning & Analytics: 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.
Vendor Funding Operations & Execution: 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.
Business Partnership & Executive Communication: 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.
Governance, Compliance & Team Leadership: 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.
Identify and implement improvements to processes, tools, and methodologies that enhance accuracy, efficiency, and scalability.