Lead Director, FP&A

Position Summary

CVS Health’s Shared Services Finance group is seeking a Director, FP&A, who will lead the Finance Expense Planning & Reporting team, responsible for budgeting, forecasting, and reporting for the Finance Organization’s operating expenses. This person will manage a team of five to six FP&A professionals and work closely with Finance leaders to build their annual budgets and provide clear monthly results.

The role requires a leader who can work effectively across the organization, build relationships with Finance executives, and continuously improve planning and reporting processes.

• Annual Budgeting
• Quarterly Forecasts and Multi Year Planning
• Month End Close Review and Analysis
• Leader & Segment Reporting for month end results as well as budgets & forecasts
• FTE Planning & Reporting
• Building relationships with the Senior Finance leaders as well as key members of their organizations
• Champion the use of new tools & methods to drive improvement in how the team works
• Managing a team of 5-6 colleagues
• Ad Hoc project support & analysis

• 10+ years of experience in Accounting, Corporate FP&A or related roles
• Experience building Annual Budgets & Forecasts in a large company
• Experience managing the month end close process and associated reporting
• Technical knowledge of financial applications (S4, Hyperion, Anaplan, Tableau, Workiva)
• Strong Excel and analytical skills; experience with creating executive level presentations

• Ability to effectively and appropriately communicate with Senior Leaders as well as peers in Finance and throughout the enterprise
• Proven ability to perform with a high degree of accuracy under tight deadlines and to manage multiple deliverables
• Experience using AI tools and an interest in staying current with advancements & trends

Bachelor’s Degree, with concentration in Accounting, Finance, Business, or related field. Advanced degree or professional credential preferred.

The typical pay range for this role is: $ - $. 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.

This position also includes an award target in the company’s equity award program.

The benefits for this position include medical, dental, and vision coverage; paid time off; retirement savings options; wellness programs; and other resources, based on eligibility. Additional details about available benefits are provided during the application process and on Benefits Moments.