Senior Analyst, Enterprise FP&A Strategic Initiatives
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 The Senior Analyst, FP&A supports the Enterprise FP&A Strategic Initiatives team in the preparation, consolidation, and quality assurance of high-visibility financial materials for CVS Health's Board of Directors and quarterly earnings cycles. This role serves as a key contributor in ensuring executive-ready deliverables are accurate, timely, and consistent with enterprise standards. The Senior Analyst will partner closely with segment FP&A teams, Investor Relations, External Reporting, and Treasury to compile financial data, maintain supporting models and schedules, and help drive efficient end-to-end processes for recurring reporting cycles.
Requirements
- 2–4 years of experience in financial planning & analysis, corporate finance, or a related analytical role
- Experience with Microsoft Excel (complex models, lookups, data manipulation) and PowerPoint (executive-level presentation design)
- Experience working with large data sets and financial reporting systems
Nice To Haves
- Experience with S4/HANA, Hyperion, or Anaplan
- Prior experience in healthcare, PBM, or insurance industries
- Familiarity with Board-level or investor-facing financial reporting
- Experience with Power Automate or other workflow automation tools
- MBA or CPA a plus
- Demonstrated ability to manage multiple deliverables under strict deadlines with a high degree of accuracy and attention to detail
- Strong written and verbal communication skills, with the ability to translate financial data into clear, concise narratives
Responsibilities
- Support the end-to-end preparation of BoD financial update materials, including rolling forward prior Board decks and supporting Excel files each cycle
- Populate presentations with updated financial results (AOI, EPS, segment metrics) once final numbers are released
- Review and align slides for consistency in charts, formatting, and language to meet enterprise executive standards
- Refresh supporting data files (S4 / Hyperion) and ensure underlying financials tie to source systems and reporting outputs
- Provide quality checks across segment submissions, flagging inconsistencies and validating financial exhibits prior to Legal and leadership reviews
- Support development of talking points and strategic commentary
- Support the quarterly earnings process, including compilation of key financial metrics, segment-level data, and supplemental schedules for Investor Relations
- Prepare and update the Audit Committee guidance slide each quarter, ensuring alignment with latest estimates, proposed guidance ranges, and consensus data
- Prepare and maintain the quarterly stat pack, ensuring all financial data points are accurate, current, and consistent with reported results
- Assist with earnings binder setup, organization, and content posting, including management of Power Automate flows
- Help update the enterprise guidance package each quarter, incorporating latest estimates, segment inputs, and leadership direction
- Refresh S4/Hyperion data pulls to ensure earnings materials and supporting files reflect the most current financial data from source systems
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
Senior
