Financial Reporting Manager

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.

Position Summary The Finance Reporting Manager for Construction, Real Estate, and Facilities is a key partner in driving operational performance and cost efficiency. In this role, you will consolidate reporting and commitments as well as as the management of the $150-$185M capital repair and replace portfolio focusing on analytics, identify trends, and deliver data-driven recommendations that enhance decision-making and financial outcomes.

You will build and maintain reports, assist with dashboards, and visualizations to ensure data integrity, while collaborating with cross-functional teams to support strategic initiatives and process improvements. Acting as a liaison across the Executive Team, Area & Regional Directors, Facility Managers, Project Managers, and IT, you will help ensure accurate reporting, manage multiple priorities, and translate complex data into clear, actionable business insights.

Reporting on annual capital budgeting, monthly forecasting, and departmental financial reporting for Construction and Properties/Facilities, including forecasting of cash flow and historical trends.

Serve as a liaison, facilitating seamless communication and information flow between the Leadership Team, project managers, regional managers for Facilities programs.

Drive and implement process enhancements and innovations to streamline and ensure the accuracy of financial forecasts, commitments, and budgets for all capital programs and projects.

Manage and improve the accrual process and reporting for project related.

Provide financial guidance and analytical support to multiple business segments, including Shared Services, PBM and Non-Retail Business Units.

Conduct various business analyses, financial project close-out procedures, and respond to ad-hoc reporting requests.

Participate in cross-functional capital projects with other internal CVS departments, fostering collaboration and alignment.

Primary Job

Duties & Responsibilities:

Budget and Financial Planning Annual Budget Development:
Collaborate with non-retail management and external groups to develop the department's annual budget, aligning it with corporate initiatives and supporting existing business initiatives.

Financial Reporting and Analysis:
Provide financial reporting, accruals, forecast, and budget requirements support to multiple department managers. Capital Expenditure (Cap Ex) Management Project Documentation and Analysis:
Prepare financial documentation for all expense and capital costs associated with planned and unplanned projects.

Capital Accruals:
Assist in the development of quarterly/year-end capital accruals, ~$10M-$12M average.

Training and Development:
Prepare annual development and training sessions on Cap Ex requirements for the department and provide on-board capital training for new department associates.

Invoice Review and Approval:
Review and approve department Cap Ex invoices using Service Channel.

Project Closeout Support:
Support business and project owners in the final financial closeout process for projects. Weekly Capital Repair and Replace Reporting:
Create, analyze, and distribute bi-weekly capital expenditure and dashboard reporting.

Required Qualifications 5+ years of Accounting, Finance, Construction Finance, or equivalent experience required

Technical Skills Preferred:
Tririga, SAP S4, Fiori, Access, and Power BITechnical

Skills Required:

Proficient and Advanced Skills in Excel and willing to learn new technical requirements

Excellent critical reasoning abilities and strong verbal and written communication skills with the ability to lead meetings, create processes and documentation for peers, end-users and leadership

Presentation skills - Ability to develop and present to various levels…