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.

Position Summary

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 RESPONSIBILITIES

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

• Review and analysis of 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

PROJECT MANAGEMENT RESPONSIBILITIES

• 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

SOFT SKILLS NEEDED TO BE SUCCESSFUL IN ROLE

• 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

Your 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 Qualifications

• 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)

Preferred Qualifications

• 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

Education

• Bachelor's Degree or Equivalent Experience Required

Anticipated Weekly Hours

40

Time Type

Full time

Pay Range

The typical pay range for this role is:

$46,988.00 - $122,400.00

This pay 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. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.

Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.

Great benefits for great people

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 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/benefits

We anticipate the application window for this opening will close on: 01/03/2026

Qualified 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.