Senior Manager - Strategic Financial Planning & Investments

CVS Health

27d • Hybrid

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.
• Bachelor's degree, or equivilant experience

Nice To Haves

• Experiece 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

• Strategic Financial Modeling & Planning: 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.
• Investment Planning & Capital Management: 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.
• Portfolio Management & Governance: 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.
• Business Case Development & Value Realization: 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.
• Leadership & Communication: 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

• 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