Senior Analyst, Financial Operations

CVS Health

4d

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 Rebate Engagement team is an exciting and dynamic new team being formed to address a current knowledge gap between the client and rebate/financial and reporting operations. This team is a client facing group of individuals who work with internal Account Team and rebate/financial/reporting operations team partners to manage client contractual obligations. Team members are responsible for the management and oversight of all client contracted rebate reporting, payment, and reconciliation deliverables (client invoicing, service warranty) as well as client financial projects, initiatives and other financial matters related to the client contract. The role requires someone who can drive issues to resolution while effectively collaborating with key internal and external stakeholders to deliver high quality and predictable outcomes. You will be a facilitator, not an operator, so project/issue management skills will be key to your success in this role.

Requirements

• 2+ years of professional experience in PBM/healthcare operational and/or financial role(s)
• 2+ years of experience performing in-depth research, investigation, analysis, and/or ad-hoc reporting
• Experience in Microsoft Office, particularly Excel (must know how to do VLOOKUPS and pivot tables)
• Excellent verbal and written communication skills – transparent and trustworthy
• Strong relationship building skills – approachable and consultative
• Ability to flex communication approach based on client/partner style (friendly approach vs. direct approach)
• Resilient and tenacious / Decisive
• Attention to detail / Time management
• Client centric / Curious mindset
• Self-motivated and proactive (vs. reactive)
• Strong critical thinking skills

Nice To Haves

• Prior experience in client-facing role
• Demonstrated project management experience
• Advanced Microsoft Excel skillset including pivot-tables, advanced formulas, and maneuvering data sets
• Prior Salesforce use

Responsibilities

• Partner with internal cross-functional areas such as Sales, Finance, Trade and Reporting to ensure all client requirements are met and supported
• Review and analysis of reporting to identify trends and opportunities, plus quality inspection prior to client delivery
• Solve for opportunities identified through trend analysis – process improvement / strategic projects
• Independently manage client issues and projects with little involvement from leadership
• Triage of Finance specific Aunt Team requests
• Support multiple complex client escalations and projects– requiring “outside of the box” solutions and ideas
• Conduct “lessons learned” and feedback meetings post resolution of issues to improve processes for the future, including FOX and CSX support
• Create and maintain issue and project tracking support tools as needed (Milestone Report/CRAID/Agendas/etc.)
• Partner with cross-functional partners to align on client and project expectations
• Escalate appropriately when support is needed or risk is identified, linear and/or cross-functional escalation
• Send weekly meeting agenda and meeting notes 24hrs prior and after meeting takes place
• Regular summary updates to Finance leadership

Benefits

• Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.
• No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
• Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees