Senior Analyst, Enterprise FP&A Strategic Initiatives

Senior Analyst, FP&A

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.

The Senior Analyst, FP&A supports the Enterprise FP&A Strategic Initiatives team in the preparation, consolidation, and quality assurance of high-visibility financial materials for CVS Health's Board of Directors and quarterly earnings cycles. This role serves as a key contributor in ensuring executive-ready deliverables are accurate, timely, and consistent with enterprise standards. The Senior Analyst will partner closely with segment FP&A teams, Investor Relations, External Reporting, and Treasury to compile financial data, maintain supporting models and schedules, and help drive efficient end-to-end processes for recurring reporting cycles.

• Support the end-to-end preparation of BoD financial update materials, including rolling forward prior Board decks and supporting Excel files each cycle
• Populate presentations with updated financial results (AOI, EPS, segment metrics) once final numbers are released
• Review and align slides for consistency in charts, formatting, and language to meet enterprise executive standards
• Refresh supporting data files (S4 / Hyperion) and ensure underlying financials tie to source systems and reporting outputs
• Provide quality checks across segment submissions, flagging inconsistencies and validating financial exhibits prior to Legal and leadership reviews
• Support development of talking points and strategic commentary
• Support the quarterly earnings process, including compilation of key financial metrics, segment-level data, and supplemental schedules for Investor Relations
• Prepare and update the Audit Committee guidance slide each quarter, ensuring alignment with latest estimates, proposed guidance ranges, and consensus data
• Prepare and maintain the quarterly stat pack, ensuring all financial data points are accurate, current, and consistent with reported results
• Assist with earnings binder setup, organization, and content posting, including management of Power Automate flows
• Help update the enterprise guidance package each quarter, incorporating latest estimates, segment inputs, and leadership direction
• Refresh S4/Hyperion data pulls to ensure earnings materials and supporting files reflect the most current financial data from source systems

• 2–4 years of experience in financial planning & analysis, corporate finance, or a related analytical role
• Experience with Microsoft Excel (complex models, lookups, data manipulation) and PowerPoint (executive-level presentation design)
• Experience working with large data sets and financial reporting systems

• Experience with S4/HANA, Hyperion, or Anaplan
• Prior experience in healthcare, PBM, or insurance industries
• Familiarity with Board-level or investor-facing financial reporting
• Experience with Power Automate or other workflow automation tools
• MBA or CPA a plus
• Demonstrated ability to manage multiple deliverables under strict deadlines with a high degree of accuracy and attention to detail
• Strong written and verbal communication skills, with the ability to translate financial data into clear, concise narratives

• Bachelor's Degree required in finance, business, technical, or related field

Anticipated Weekly

Hours:

40

Time Type:
Full time

Pay Range:
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 position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.

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