Senior Analyst, Financial Operations

Senior Analyst, Financial Operations

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.

The Rebate Engagement team is an exciting and dynamic new team being formed to address a current knowledge 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. You will be a facilitator, not an operator, so project/issue‑management skills will be key to your success in this role.

• Partner with internal cross‑functional areas such as Sales, Finance, Trade and Reporting to ensure all client requirements are met and supported
• Review and analyze 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 Aunt 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

• 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

• 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

• 2+ 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
• Experience in Microsoft Office, particularly Excel (must know how to do VLOOKUPS and pivot tables)

• Prior experience in client‑facing role
• Demonstrated project management experience
• Advanced Microsoft Excel skillset including pivot‑tables, advanced formulas, and maneuvering data sets
• Prior Salesforce use

• Bachelor’s Degree or Equivalent Experience Required

40

Full time

$46,988.00 - $

We take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In…