Senior Financial Analyst

CVS Health•Hartford, CT

22d

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 Financial Analyst for CVS Shared Services, Real Estate Facilities, and Data Centers is a key partner in driving operational performance and cost efficiency. In this role, you will analyze operating expenses, identify trends, and deliver data-driven recommendations that enhance decision-making and financial outcomes. You will build and maintain reports, dashboards, and visualizations to ensure data integrity, while collaborating with cross-functional teams to support strategic initiatives and process improvements. Acting as a liaison across Area Directors, Facility Managers, Project Managers, and IT, you will help ensure accurate operating expense and project reporting, manage multiple priorities, and translate complex data into clear, actionable business insights.

Requirements

3+ years of experience in Accounting, Finance, Construction Finance, or a related field
Advanced proficiency in Excel; experience with Oracle, Tririga, SAP S/4HANA, and Fiori
Strong critical thinking skills and excellent verbal and written communication skills, including the ability to lead meetings and develop clear processes and documentation for peers, end users, and leadership
Proven ability to develop and deliver presentations to various levels of the organization
Demonstrated experience building cross-functional relationships and leading end-to-end processes
Strong organizational skills with the ability to prioritize workload and meet aggressive deadlines
Ability to work both independently and collaboratively in a team environment

Nice To Haves

Background in financial analysis and process improvement leveraging data and research
Experience with Ariba, Power BI, and Smartsheet

Responsibilities

Budget and Financial Planning
Annual Budget Development: Collaborate with non-retail management and external groups to develop the department’s annual budget, aligning it with corporate initiatives and supporting existing business strategies.
Financial Reporting and Analysis: Provide financial reporting, accruals, forecast, and budget requirements to support multiple department managers.
Training and Development: Prepare annual development and training sessions on expense management requirements for the department and provide on-board training for new department colleagues.
Invoice Review and Approval: Review and approve department invoices using Service Channel.
Project Closeout Support: Develop budget/forecast to support SS depreciation expense.
Financial Reporting and Compliance
Expenditure Reporting: Distribute weekly and monthly expense and capital expenditure reports.
SOX Compliance and Tax Audits: Ensure compliance with Sarbanes-Oxley Act (SOX) regulations and assist with tax audits as needed.

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.

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