Manager - Budget Planning and Execution

Position Summary

The Manager, Budget Management, is responsible for executing and maintaining budgeting processes across the enterprise delivery organization. This role focuses on operational accuracy, process standardization, and cross‑functional coordination to ensure portfolios are planned, tracked, and reported effectively. As an individual contributor, the role requires deep hands‑on expertise in financial planning, tools development, and data‑driven reporting.

• Lead the annual planning process in Anaplan for multiple portfolios, coordinating with delivery and finance teams, collecting inputs, and administering multi‑year plans with accuracy and on time.
• Monitor financial performance through variance analysis — comparing actuals against budgets, identifying discrepancies and trends, and implementing corrective actions.
• Develop and maintain budgeting tools, templates, procedures, and reporting formats to standardize processes and improve organizational efficiency.
• Build and maintain systems required for planning and budget tracking in collaboration with cross‑functional teams.
• Create and maintain periodic and ad hoc reports that deliver actionable insights for budget and delivery improvement.
• Prepare and present detailed budget reports, financial forecasts, and executive dashboards to senior management and stakeholders, highlighting budget status, financial health, and key performance metrics.
• Actively engage in enterprise delivery project financials management by innovating, creating, and maintaining metrics and tracking systems on a continuous basis.
• Ensure compliance with financial policies, internal controls, and regulatory requirements related to budgetary and financial reporting standards.

• 5–7+ years of progressive experience in budget management, financial planning, analysis, or corporate finance.
• Strong proficiency in financial modeling, budget development, forecasting, and variance analysis.
• Advanced knowledge of Microsoft Excel and financial management/ERP platforms (e.g., Anaplan, Oracle, SAP, or similar).
• Solid understanding of accounting principles, financial reporting standards, and regulatory compliance.
• Strong organizational and analytical skills — ability to manage multiple priorities and meet deadlines.
• Excellent communication and presentation skills — ability to explain financial concepts to both financial and non‑financial audiences.

• AI Literacy (Core Advantage). Working knowledge of AI‑powered financial tools — ability to leverage AI for budget variance detection, automated reporting, and forecasting assistance; familiarity with Copilot or similar AI productivity tools in financial workflows.
• Data & Analytics proficiency in Power BI, Tableau, or similar visualization tools.
• ERP & Planning Platforms experience with Anaplan, Oracle Financials, SAP, or Hyperion.
• Agile / PM basics. Familiarity with Agile delivery frameworks or project management fundamentals (PMP a plus).
• Process improvement exposure to Lean, Six Sigma, or continuous improvement methodologies.
• Collaboration tools:
  Microsoft 365 — SharePoint, Teams, Excel automation (Power Query, macros).

Bachelor of Science in Business Administration, Finance, Accounting, Economics, or a related field (required).

40

Full time

The typical pay range for this role is: $ – $. This 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. The position is eligible for a CVS Health bonus, commission or short‑term incentive program in addition to the base pay range listed above.

Full‑time employees are eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families. Benefits include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.

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