Senior Analyst, Specialty FP&A
CVS Health•Northbrook, IL
About The Position
The Senior Analyst, FP&A supports financial planning, performance management, and strategic decision-making for the Specialty Dispensing business. Reporting to the Senior Manager, FP&A, the role analyzes client performance, identifies risks and opportunities, and delivers insights with a focus on AAC clients. The position supports financial modeling, annual and quarterly planning, monthly close, leadership reporting, analysis of business drivers, and cross-functional strategic initiatives and process improvements.
Requirements
- At least 3 years of financial planning, budgeting, and forecasting experience, ideally in a PBM, managed care, or health benefits environment.
Nice To Haves
- Understanding of pharmacy revenue drivers, including volume, price, client mix, and utilization.
- Proficiency in Excel and experience with large data sets.
- SQL or similar data tool experience.
- Strong analytical and problem-solving skills, including the ability to explain multi-driver variances clearly.
- Effective written and verbal communication skills and the ability to prepare executive-ready reporting.
- Collaborative work style and ability to partner across Finance and cross-functional teams.
- Bachelor’s degree in Finance, Business, Economics, Math, or a similar field; equivalent years of related professional work experience may substitute.
Responsibilities
- Develop and maintain financial models to evaluate client profitability, margin trends, and forecast assumptions for AAC and specialty pharmacy clients.
- Support the annual operating plan, quarterly forecasts, and monthly financial close processes for the Specialty Dispensing business.
- Prepare financial reporting, variance analyses, and presentations for senior leadership.
- Analyze financial performance and key business drivers to identify risks, opportunities, and emerging trends.
- Develop and maintain financial models, projections, and reporting tools to support forecasting and decision-making.
- Partner with cross-functional teams on strategic initiatives, ad hoc analyses, and process improvements.
Benefits
- Medical coverage
- Dental coverage
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
