Senior Analyst, FP&A

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

CVS Health is seeking a Senior Financial Analyst to join the Channel & Client Margin FP&A team within the Pharmacy Services Segment (PSS). This role supports the planning, forecasting, reporting, and analysis of financial impacts related to client contractual pricing activities. The ideal candidate is a self-starter with a strong finance or analytical background, exceptional attention to detail, and the ability to transform complex data into meaningful business insights.

Key Responsibilities

• Partner with Sales and Underwriting teams to develop annual budgets by gathering business inputs, analyzing financial performance, and building financial models to support planning and decision-making.

• Conduct complex analyses of large datasets containing client contract and pricing information to quantify the financial impact of contractual pricing changes for forecasting and budgeting purposes. Ensure data integrity through validation, anomaly detection, and refinement of underlying assumptions and models.

• Identify, recommend, and implement process improvements that enhance operational efficiency, strengthen data quality, and improve the accuracy of financial reporting and forecasts.

• Own the allocation and distribution of financial impacts across Retail, Specialty, and Mail channels, ensuring accurate reporting, forecasting, and alignment with business objectives.

• Drive continuous improvements in budgeting methodologies, data collection processes, analytical frameworks, and reporting capabilities to support more effective financial planning and decision-making.

Core Competencies

• Exceptional analytical skills with strong attention to detail and the ability to convert complex data into meaningful business insights.

• Excellent verbal and written communication skills, including the ability to present financial information clearly to business partners and leadership.

• Proactive, results-oriented mindset with the ability to drive change and lead key initiatives.

• Strong process improvement capabilities focused on increasing efficiency, accuracy, and scalability.

• Proven relationship-building and collaboration skills with the ability to work effectively across multiple business functions.

• Experience consolidating, analyzing, and communicating financial results, forecasts, and performance trends.

• Strong stakeholder management skills with the ability to influence and engage senior leaders and cross-functional teams.

• Advanced problem-solving skills with the ability to identify opportunities, assess risks, and develop actionable recommendations.

Required Qualifications

• 2+ years of experience working in Finance or a related field (e.g. Accounting, Analytics)

• 2+ years of experience with Microsoft Excel

Preferred Qualifications

• Minimum 2-3 years relevant FP&A experience

• Intermediate to advanced Excel skills, including financial modeling and data analysis

• Experience in Pharmacy Benefit Management (PBM), pharmaceutical, or healthcare industries

• Experience analyzing large data sets

• Experience with Tableau and Salesforce is a plus

Education

• Bachelor’s Degree or equivalent experience required

• Finance, Accounting or similar degree preferred

Anticipated Weekly Hours