Senior Manager - Strategic Financial Planning & Investments
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. We are looking for a dynamic and highly experienced Senior Manager, Strategic Financial Planning & Investments to join our team at Aetna/CVS. In this critical hybrid role, you will be responsible for developing and executing financial models, supporting multi-year capital planning, and driving strategic oversight for large-scale, high-impact initiatives. You’ll play a central role in managing key relationships, presenting strategic insights to senior leadership, and influencing enterprise-wide decision-making.
Requirements
- 7+ years of experience in management consulting, financial strategic analysis, business process consulting, mergers and acquisitions, or strategic business planning.
- Proven leadership skills with the ability to manage relationships and influence stakeholders at senior levels.
- Expertise in business process optimization, project management, and financial planning with a focus on enterprise-wide initiatives.
- Extensive experience in financial analysis, modeling, and reporting.
- Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
- Excellent communication skills (both oral and written), with a track record of presenting to and influencing senior leadership.
- Self-motivated, adaptable, and a proven individual contributor with a strategic mindset.
Nice To Haves
- Experience working within healthcare, or healthcare insurance industry is a plus, but not required
- Master’s degree preferred, but not required.
- Certifications or licensure in relevant disciplines are a plus.
Responsibilities
- Lead the design and development of financial, economic, and strategic frameworks for clinical services initiatives.
- Support the multi-year enterprise capital planning process, overseeing and driving high-value projects that shape product and service delivery.
- Manage the ACS capital planning process, securing $100M+ annually for strategic investments.
- Collaborate closely with ACS leadership, Finance, and other key stakeholders to ensure alignment with enterprise funding guidelines and organizational priorities.
- Optimize the prioritization and utilization of resources across internal and external projects to maximize value.
- Provide portfolio governance, regular status updates, and key insights on ACS investment portfolio performance.
- Oversee scope management and backlog prioritization to ensure successful delivery of strategic goals.
- Lead the evaluation and development of business cases for new initiatives, ensuring alignment with strategic goals and performing cost-benefit analysis.
- Track value realization and develop methods to measure actual performance against expected benefits.
- Lead initiatives that require significant change management within large and complex organizations.
- Build and maintain strong senior-level relationships, influence strategic decision-making, and present key findings in a clear and impactful manner.
Benefits
- medical
- dental
- vision coverage
- paid time off
- retirement savings options
- wellness programs
- CVS Health bonus
- commission or short-term incentive program
- equity award program
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What This Job Offers
Job Type
Full-time
Career Level
Senior
