Senior Financial Planning & Analysis (FP&A) Analyst – National Accounts (Remote/Hybrid)

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.

As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.

We are looking to hire a Senior Financial Planning & Analysis Analyst to support the National Accounts/Private Employer Organization (PEO)/Private Exchange (PEX) businesses.  These business lines are part of the Aetna Commercial organization. In this role, you will be a key partner to both the business and finance organizations supporting the monthly/quarterly close, forecast/budget, strategic projects, expense management and other ad hoc activities. You will be expected to be able to multi-task and prioritize multiple activities and responsibilities in a fast-paced environment, with ability to work independently within guidance defined by management.  In this role, you will report to the Lead Director/CFO of the Nat Accts/PEO/PEX organization to gather insights into business performance and help to drive financial outcomes.

• Engage in the monthly close process, including reporting on membership, pipeline, premiums, benefit costs, fee revenue, SG&A (direct and allocated), providing commentary on material drivers.
• Develop and maintain forecast/budget reports to support analysis of projections.  Use analytics to help support and validate forecast assumptions.
• Performing financial analysis and impactful recommendations in support of management's evaluation of strategic business initiatives.
• Leveraging strong financial modeling skills.
• Collaborating across the organization to gather insight on financial drivers
• Effectively leveraging technology to streamline processes and provide insights into financial drivers.
• Dynamically supporting ad hoc requests from senior leadership and business stakeholders.
• Performing continuous process improvement.

• Minimum of 3 years of financial planning & analysis experience.
• Ability to design action driven financial reports.
• Strong attention to detail and analytical skills.
• Collaboration and teamwork skills.
• Advanced proficiency in Microsoft Office Applications (e.g., Excel, PowerPoint) and
• Established strategic thinker, learn and process new information quickly

• Hyperion/Essbase and Salesforce experience.
• Strong Analytical and Problem-Solving Ability to Build Trust across Business Partners.
• Excellent verbal and written communication skills.
• Health insurance industry work experience.
• Growth mindset.
• Intellectually curious, eager to gain new experiences, qualifications, and responsibilities.
• Effectively employ both written and verbal interpersonal skills in accomplishing responsibilities.

• Bachelor’s Degree in Finance, Accounting, Economics, or a business-related discipline.

Anticipated Weekly Hours

Time Type

Pay Range

The typical pay range for this role is:

This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls.  The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors.  This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. 
 

Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.

Great benefits for great people

We take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:

• 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.

For more information, visit https://jobs.cvshealth.com/us/en/benefits

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.