Manager - Retail Planning & Analytics - Individual Contributor

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 Manager, Retail Planning & Analytics independently owns complex, high-impact analytical and operational work streams supporting front store merchandising categories. This role is responsible for vendor funding management and financial planning
, including execution of vendor funding agreements, forecasting, billing accuracy, and variance management.

This position serves as a trusted advisor to Category Managers and leadership, delivering accurate, compliant, and executive-ready insights that inform business decisions, identify risks and opportunities, and improve financial outcomes.

This is an individual contributor role that exercises manager-level judgment, autonomy, and influence. The role is expected to lead work across analysts, coordinate deliverables, and support talent development while elevating analytical quality, governance, and process improvement
, ensuring adherence to financial controls and enterprise standards.

Financial Planning & Analytics

• Lead category-level funding forecasting and P&L support, including funding rate analysis, scenario modeling, and risk assessment
• Own development of forecast assumptions and methodologies, ensuring accuracy, consistency, and alignment across stakeholders
• Deliver variance analysis and performance insights, identifying key drivers of results, risks, and opportunities
• Develop annual funding plans and budgets in partnership with Category Management and Finance
• Analyze funding performance, rate changes, vendor gaps, and repayment activity to inform forecast updates and business decisions
• Coordinate BU forecast submissions across categories, integrating inputs across analysts into a consolidated outlook

• Own execution of vendor funding agreements, including ensuring accurate setup, documentation, and alignment to contractual terms
• Ensure timely and accurate billing in partnership with cross-functional teams
• Investigate and resolve discrepancies across agreements, billing activity, and financial reporting, ensuring accuracy and completeness of funding activity
• Ensure funding activity is compliant with financial controls, audit requirements, and enterprise standards
• Coordinate directly with suppliers to support funding execution, including resolving disputes, validating deal terms, and ensuring required documentation and approvals

• Serve as a key financial partner to Category Managers, providing insights that influence strategy, funding decisions, and category performance
• Build strong, trusted relationships across Merchandising, Finance, leadership, and suppliers
• Lead analytical support for funding reviews and forecast discussions, delivering insights that inform leadership decisions
• Translate complex analysis into clear, executive-ready narratives with actionable recommendations
• Anticipate business needs and proactively deliver insights to guide decision-making

• Ensure SOX-compliant documentation, controls, and audit readiness related to vendor funding agreements and billing activity
• Act as an escalation point for complex operational or compliance-related issues
• Provide guidance, coaching, and informal oversight to analysts, helping coordinate work, prioritize deliverables, and maintain high standards of accuracy and execution

• Financial Planning & Analytics
  - 35%
• Vendor Funding Operations & Execution
  - 30%
• Business Partnership & Executive Communication
  - 20%
• Governance, Compliance & Team Leadership
  - 15%

• Bachelor s Degree in Finance, Business Analytics, Economics, Mathematics, or related field (
  Required
  )
• Master s Degree (MBA,…