Manager, Financial Planning and Expense Reporting

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
In this role as Manager – SG&A Reporting for Healthcare Benefits (HCB) FP&A, you will report to the Lead Director of HCB FP&A. You will be responsible for consolidating data, preparing reports, and creating management presentations and talking points for forecasts, budgets, and strategic plans, with a primary focus on total SG&A expense reporting.

This role will work closely with Aetna Business Finance leads to ensure accurate reporting of forecasts, budgets, and strategic plans and providing senior leadership with the appropriate level of detail.

The successful candidate should demonstrate strong communication skills, the skill to develop a deep understanding of expense allocations, and the ability to consolidate and report results to business partners and management. You must be able to multi-task and prioritize in a fast-paced environment, work independently with guidance from management, and deliver financial reporting and analysis on both regular and ad hoc frequencies, including creating financial models and supporting exhibits in PowerPoint.

We are looking for individuals with a solid understanding of corporate budgeting, forecasting, consolidating results and financial reporting.

Location:
Open to 100% remote. This team operates based on Eastern Time Zone.

Responsibilities

• Lead SG&A planning and analysis for projects of varying complexity, including financial metrics and process improvement initiatives.
• Develop a deep understanding of the allocation process and drive transparency around SG&A costs across the organization.
• Demonstrate strong attention to detail and analytical skills.
• Provide impactful financial recommendations for executive leadership.
• Technical knowledge of financial systems (Hyperion, S4, etc.).
• Leverage strong financial modeling skills in Excel (including advanced functions such as Macros and Index Match).
• Assist in developing ad hoc analyses and actionable recommendations for senior leadership.
• Communicate effectively, both written and verbally
• Champion continuous process improvement, especially through leveraging new technology.

Required Qualifications

• 5 to 7+ years of experience in finance or a related quantitative field (such as underwriting or actuarial)
• Experience developing reporting and consolidating results to business partners
• Strong attention to detail & proven team player with the ability to work with colleagues of all levels, including managers and peers
• Strong analytical skills
• Ability to understand complex financial concepts and perform detailed analysis

Preferred Qualifications

• Deep Understanding of financial systems (Hyperion, S4, Oracle, etc)
• Experience in the healthcare/insurance industry
• Ability to interpret financial results within the context of the larger company strategy
• Effectively employ both written and interpersonal skills in accomplishing responsibilities

Education
Bachelor's Degree in Finance, Accounting or Quantitative field required

Anticipated Weekly Hours
40

Time Type
Full time

Pay Range
The Typical Pay Range For This Role Is
$66, $145,860.00

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

We anticipate the application window for this opening will close on: 12/31/2025

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