Senior Analyst, Enterprise FP&A Strategic Initiatives

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

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 position is eligible for a CVS Health bonus, commission or short‑term incentive program in addition to…