Senior Analyst, FP&A – Admin, Transaction & Broker Fees

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 Senior Analyst, FP&A – Admin, Transaction & Broker Fees supports financial planning, forecasting, and variance analysis for administrative fees, transaction fees, and broker fees within CVS Health’s Pharmacy Services business. Reporting to the Manager, FP&A Fees, Credits, GTs, Legislative & Network Consolidation, this role contributes to the development of annual budgets, quarterly forecasts, and monthly variance reporting for these Network P&L line items. The Sr. Analyst helps ensure fee-related financials are accurately planned, monitored, and clearly communicated to Finance leadership. 

PRIMARY DUTIES AND RESPONSIBILITIES:  

• 35% - Supports the development of annual operating plan, multi-year plan, and quarterly forecasts for Admin Fees, Transaction Fees, and Broker Fees, including client-level and pharmacy-level detail. 

• 25% - Performs monthly variance analysis for fee-related P&L lines, identifying and communicating key drivers including client mix, volume, and rate changes. 

• 20% - Builds and maintains financial models supporting fee analytics, including transaction volume modeling, client-level fee rate analysis, and scenario planning. 

• 15% - Prepares reporting packages and management deliverables for fee-related financials, supporting clear and timely communication to leadership. 

• 5% - Supports ad-hoc analytical requests and special projects as directed by the Manager. 

EDUCATION:

Preferred:

Masters Degree 

Doctorates Degree 

Other Certificates or Licenses

Required:

Bachelors Degree 

REQUIRED SKILLS:

• 2-4 years of professional work experience
• Financial planning, budgeting, and forecasting skills in a PBM, managed care, or health services environment  

• Familiarity with pharmacy fee structures including admin fees, transaction fees, and broker fee mechanics preferred  

• Proficiency in Excel and experience with large data sets; Tableau or similar visualization tool experience preferred  

• Strong attention to detail and organizational skills; ability to manage multiple P&L lines with accuracy  

• Effective written and verbal communication; ability to prepare clear management-ready reporting  

• Collaborative work style with ability to partner with Client Management, Contracting, and Operations teams  

Anticipated Weekly Hours