Manager, Financial Operations; IC - Rebate Engagement

Position: Manager, Financial Operations (IC) - Rebate Engagement
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.
** Position Summary
** The Rebate Engagement team is an exciting and dynamic team to be a part of, bridging the 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. This role is dedicated to a new and complex government employer client effective 1/1/26
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* LOCATION:

** Prefer hybrid in Chicago or Scottsdale, AZ. Will consider 100% remote.
** GENERAL RESPONSIBILITIES
*** 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 Account 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
** PROJECT MANAGEMENT RESPONSIBILITIES
*** 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
** SOFT SKILLS NEEDED TO BE SUCCESSFUL IN ROLE
*** 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

Success will be measured by reduction in client escalations and Client/Account Team feedback. Client satisfaction is also paramount to success. This position provides the opportunity to gain visibility to senior leadership through regular updates on client initiatives and progress with the account. The contributions of the Rebate Engagement team will position CVS Health as a leader in client satisfaction and service in the PBM marketplace.
** Required Qualifications
*** 5+ 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
* Adept in Microsoft Office, particularly Excel
** Preferred Qualifications
*** Prior experience in client-facing role
* Prior experience in PBM rebates
* Demonstrated project management…