Senior Analyst, Merchandising (Funding Management)

CVS Health • Woonsocket, RI

3d

About The Position

The Senior Analyst, Merchandising (Funding Management) manages front-store merchandising vendor funding activities and analysis and provides analytical support for category profit and loss. The role provides ad hoc financial and business analysis, creates forecasts, communicates variances to business owners and managers, and analyzes supplier allowance funding trends to identify risks and opportunities affecting category profitability.

The analyst supports Category Management with financial analysis and forecasts, particularly supplier allowances, and develops clear analytical materials, presentations, conclusions, and recommendations for leadership and category management. The role processes vendor funding for assigned categories, including value calculations, billing, vendor support, and performance reporting. It also assists with annual funding forecasts and budgets; ensures funding collection compliance; supports internal and external audits; and improves documentation, archiving, and audit processes for vendor agreements.

The position works cross-functionally to resolve issues, assess and course-correct as needed, and partner with business stakeholders to define questions, design analyses, and identify actions to solve problems.

Requirements

• Intellectual curiosity and strong interest in learning new things.
• Outstanding analytical and problem-solving skills.
• Ability to communicate with management and key stakeholders with poise and credibility, and to communicate effectively and succinctly in writing and verbally.
• Ability to manage and prioritize multiple assignments and meet tight deadlines.
• Ability to develop effective working relationships.
• Ability to work independently and adapt to changing work priorities as directed by a supervisor or manager.
• Open and honest communication style that builds trust and respect.
• BA or BS in Finance, Economics, Mathematics, or another quantitative analytical field, or equivalent years of experience.
• Merchandising and/or finance experience and understanding of retail merchandising basics.
• Experience using Microsoft Excel and PowerPoint.

Nice To Haves

• Strong experience with retail merchandising processes, financial reporting, and accounting principles.
• Experience using Access and/or SQL, or a similar query language, to access large datasets in a relational database.
• A Finance, Economics, Mathematics, or other quantitative analytical degree is a plus.

Responsibilities

• Support Category Management with financial and business analysis and forecasts, especially supplier allowances, and identify opportunities to improve category profitability.
• Develop analytical materials and presentations that are understandable to audiences with differing backgrounds and expertise.
• Communicate conclusions and recommendations to leadership and category management.
• Process vendor funding for assigned categories, including value calculations, billing execution, ongoing vendor support, and performance reporting.
• Assist with annual vendor-funding forecasts and budgets in collaboration with leadership and category management.
• Ensure funding collection complies with required regulations and support internal and external audit requests.
• Enhance and enforce documentation, archiving, and audit processes for vendor agreements.
• Work cross-functionally to achieve results and resolve team issues, assessing and course-correcting as necessary.
• Partner with business stakeholders to define questions, design analyses, and determine actions to solve problems.

Benefits

• Medical, dental, and vision coverage.
• Paid time off.
• Retirement savings options.
• Wellness programs.
• Other resources, based on eligibility.
• Eligible for a CVS Health bonus, commission, or short-term incentive program in addition to base pay.

What This Job Offers

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