Senior Analyst, Executive Underwriting Priorities

Position Summary

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, Executive Underwriting Priorities will provide analytical and operational support to Caremark Underwriting leadership by researching, validating, and synthesizing information needed to resolve time‑sensitive questions and enable informed decision‑making. This role is responsible for investigating drivers of change in pricing and forecasting outputs, identifying root causes of anomalies, and coordinating across internal stakeholders to obtain clarifications, data sources, and supporting documentation.

The successful candidate is highly analytical, Excel‑savvy, comfortable working with large datasets, and able to “figure things out” in a complex, fast‑paced environment with minimal supervision.

• Research & issue resolution support: respond to a broad range of ad‑hoc requests by gathering facts, performing targeted analyses, and producing clear, concise readouts for leadership and business partners.
• Model output investigation & variance analysis: perform diagnostic reviews to explain changes in results across pricing and forecasting tools/models, including identification of key drivers, input changes, data shifts, and methodology impacts.
• Cross‑functional coordination: partner with stakeholders across the underwriting ecosystem (e.g., modeling/tool owners, data teams, finance partners, and subject matter experts) to obtain answers, trace data lineage, and confirm appropriate interpretation of results.
• Side analyses and supporting models: build and maintain side analyses in Excel to validate assumptions, reconcile outputs, quantify impacts, and support leadership decision needs.
• Data handling & querying: work with structured datasets and support extraction/validation of inputs and outputs using relational data concepts and SQL.
• Documentation & knowledge management: maintain organized notes, assumptions, and reference materials to reduce rework, improve repeatability, and ensure questions are not re‑opened without new information.
• Meeting support: prepare meeting briefs (what changed, why it matters, what decisions are needed), capture action items, and when needed represent leadership in lower‑priority meetings to capture key takeaways and follow‑ups.
• Continuous improvement: identify opportunities to streamline recurring requests, improve clarity of outputs, and enhance reliability of analysis through better templates, tracking, and documentation practices.

• Analytical rigor; structured problem solving; attention to detail
• Intellectual curiosity and persistence (runs things down)
• Strong organization and documentation habits
• Stakeholder engagement and professional communication
• Sound judgment with sensitive/confidential information

• 2+ years of relevant professional experience in analytics, finance, underwriting, actuarial, forecasting, or a related quantitative discipline.
• Experience with Microsoft Excel, including complex formulas and structured modeling (e.g., INDEX/MATCH or XLOOKUP, SUMIFS, pivot tables, error checking, reconciliation techniques).
• Familiarity with relational databases and SQL concepts for data extraction, validation, and analysis.

• Experience in PBM, healthcare, health plan, or underwriting/pricing environments.
• Experience working with large datasets and performing reconciliations across multiple sources/systems.
• Ability to work effectively in a cross‑matrix environment and build productive relationships across functions.
• Comfort learning new tools/systems quickly and operating in environments with evolving processes and requirements.
• Actuarial student status preferred, actively pursuing actuarial credentials with 3+ exams passed.
• Demonstrated…