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Manager - Strategic Financial Planning & Investments

Job in Reading, Berks County, Pennsylvania, 19610, USA
Listing for: 4062 Aetna Resources, LLC
Full Time position
Listed on 2026-06-27
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
  • Business
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 54300 USD Yearly USD 54300.00 YEAR
Job Description & How to Apply Below

Role Overview

We are seeking a collaborative and results‑driven Manager, Strategic Financial Planning & Investments to support key financial initiatives across the enterprise. In this remote role, you’ll contribute to financial modeling, capital planning, and business case development in support of high‑impact projects.

Key Responsibilities
  • Financial Planning & Analysis:
    Support the development of financial models and strategic frameworks that inform clinical services initiatives and enterprise planning. Participate in the preparation and analysis of multi‑year capital plans.
  • Investment & Capital Planning:
    Assist in coordinating the capital investment planning process across the organization. Partner with Finance and business leaders to ensure investments align with enterprise priorities.
  • Portfolio Support & Performance Tracking:
    Help manage the investment portfolio by contributing to governance processes, compiling performance data, and supporting regular reporting on project status and outcomes.
  • Business Case Development:
    Contribute to the preparation of business cases and cost‑benefit analyses for new initiatives. Support value realization by tracking and reporting financial and operational outcomes.
  • Collaboration & Communication:
    Collaborate across cross‑functional teams and serve as a liaison between business stakeholders, finance, and strategy teams. Present data and insights in a clear, structured manner to support decision‑making.
Qualifications
  • 5+ years of experience in financial planning, strategic analysis, business consulting, or related fields
  • Strong analytical and problem‑solving skills, with the ability to interpret financial data and translate it into actionable insights
  • Experience supporting enterprise‑wide projects and cross‑functional teams
  • Proficient in Microsoft Excel, PowerPoint, and Word
  • Effective written and verbal communication skills
  • Highly organized and self‑motivated with attention to detail
Education & Certification
  • Bachelor’s degree preferred in Finance, Business, Economics or a related field
  • Master’s degree or relevant certifications (e.g., CPA, CFA) are a plus, but not required
Compensation

The typical pay range for this role is: $54,300.00 - $. 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.

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

Benefits

This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families. The benefits 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 Benefit Moments.

EEO

Statement

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

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