Senior Analyst, Financial Operations

Rebate Engagement Team MemberAt 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.General ResponsibilitiesPartner with internal cross-functional areas such as Sales, Finance, Trade and Reporting to ensure all client requirements are met and supportedReview and analysis of reporting to identify trends and opportunities, plus quality inspection prior to client deliverySolve for opportunities identified through trend analysis process improvement / strategic projectsIndependently manage client issues and projects with little involvement from leadershipTriage of Finance specific Aunt Team requestsSupport multiple complex client escalations and projects requiring "outside of the box" solutions and ideasConduct "lessons learned" and feedback meetings post resolution of issues to improve processes for the future, including FOX and CSX supportProject Management ResponsibilitiesCreate 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 expectationsEscalate appropriately when support is needed or risk is identified, linear and/or cross-functional escalationSend weekly meeting agenda and meeting notes 24hrs prior and after meeting takes placeRegular summary updates to Finance leadershipSoft Skills Needed To Be Successful In RoleExcellent verbal and written communication skills transparent and trustworthyStrong relationship building skills approachable and consultativeAbility to flex communication approach based on client/partner style (friendly approach vs. direct approach)Resilient and tenacious / DecisiveAttention to detail / Time managementClient centric / Curious mindsetSelf-motivated and proactive (vs. reactive)Strong critical thinking skillsYour success will be measured by reduction in client escalations and Client/Account Team feedback. Client satisfaction is also paramount to your success. This position affords you the opportunity to gain visibility to senior leadership through regular updates on client initiatives and progress with the account. The contributions you will make as part of the Rebate Engagement team will position CVS Health as a leader in client satisfaction and service in the PBM marketplace.Required Qualifications2+ 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 reportingExperience in Microsoft Office, particularly Excel (must know how to do VLOOKUPS and pivot tables)Preferred QualificationsPrior experience in client-facing roleDemonstrated project management experienceAdvanced Microsoft Excel skillset including pivot-tables, advanced formulas, and maneuvering data setsPrior Salesforce useEducationBachelor's Degree or Equivalent Experience RequiredAnticipated Weekly Hours40Time TypeFull timePay RangeThe typical pay range for this role is: $46,988.00 - $122,400.00Great Benefits For Great PeopleWe 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 addition to our competitive wages, our great benefits include:Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.For more information, visit https://jobs.cvshealth.com/us/en/benefitsWe anticipate the application window for this opening will close on: 01/03/2026Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws. We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.