Senior Analyst, Financial Operations

Position Summary

The Rebate Engagement team is an exciting and dynamic new team being formed to address a current knowledge gap between the client and rebate/financial and reporting operations. This team is a client facing group of individuals who work with internal Account Team and rebate/financial/reporting operations team partners to manage client contractual obligations. Team members are responsible for the management and oversight of all client contracted rebate reporting, payment, and reconciliation deliverables (client invoicing, service warranty) as well as client financial projects, initiatives and other financial matters related to the client contract.

The role requires someone who can drive issues to resolution while effectively collaborating with key internal and external stakeholders to deliver high quality and predictable outcomes. You will be a facilitator, not an operator, so project/issue management skills will be key to your success in this role.

• Partner with internal cross-functional areas such as Sales, Finance, Trade and Reporting to ensure all client requirements are met and supported
• Review and analysis of reporting to identify trends and opportunities, plus quality inspection prior to client delivery
• Solve for opportunities identified through trend analysis - process improvement / strategic projects
• Independently manage client issues and projects with little involvement from leadership
• Triage of Finance specific Aunt Team requests
• Support multiple complex client escalations and projects- requiring "outside of the box" solutions and ideas
• Conduct "lessons learned" and feedback meetings post resolution of issues to improve processes for the future, including FOX and CSX support

• Create and maintain issue and project tracking support tools as needed (Milestone Report/CRAID/Agendas/etc.)
• Partner with cross-functional partners to align on client and project expectations
• Escalate appropriately when support is needed or risk is identified, linear and/or cross-functional escalation
• Send weekly meeting agenda and meeting notes 24hrs prior and after meeting takes place
• Regular summary updates to Finance leadership

• Excellent verbal and written communication skills - transparent and trustworthy
• Strong relationship building skills - approachable and consultative
• Ability to flex communication approach based on client/partner style (friendly approach vs. direct approach)
• Resilient and tenacious / Decisive
• Attention to detail / Time management
• Client centric / Curious mindset
• Self-motivated and proactive (vs. reactive)
• Strong critical thinking skills

Your success will be measured by reduction in client escalations and Client/Account Team feedback. Client satisfaction is also paramount to your success. This position affords you the opportunity to gain visibility to senior leadership through regular updates on client initiatives and progress with the account. The contributions you will make as part of the Rebate Engagement team will position CVS Health as a leader in client satisfaction and service in the PBM marketplace.

• 2+ years of professional experience in PBM/healthcare operational and/or financial role(s)
• 2+ years of experience performing in-depth research, investigation, analysis, and/or ad-hoc reporting
• Experience in Microsoft Office, particularly Excel (must know how to do VLOOKUPS and pivot tables)

• Prior experience in client-facing role
• Demonstrated project management experience
• Advanced Microsoft Excel skillset including pivot-tables, advanced formulas, and maneuvering data sets
• Prior Salesforce use

• Bachelor's Degree or equivalent experience required

40

Full time

The typical pay range for this role is: $46,988.00 - $. 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…