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 Manager, Financial Planning and Analysis (Capital Planning) will assist in the coordination and maintenance of key enterprise Capital reporting processes, including the consolidation of monthly CAPEX actuals, reallocations, budgeting, forecasting, and ROIC analysis. This Candidate will report directly to the Senior Manager of FP&A (Capital Planning) and will partner with business segment Capital planning leads to support and maintain a consistent and comprehensive process across the enterprise. This Candidate will support and sustain the Anaplan Capital system used across the enterprise in relation to processes and technological enhancements. The Candidate will also assist in the collection of CAPEX data, narratives, and ROIC analytics for use in preparation for presentation at internal and external events (including quarterly earnings, Investor Day, and Board meetings). This Candidate will also lead the solicitation of input and feedback from Anaplan users to identify opportunities to refine and improve the capital planning system, in conjunction with the Anaplan COE department. This position requires understanding of financial IT platforms and connectivity to enterprise financial planning processes, as well as a strong collaborative work style to develop and foster partnership with critical constituents to achieve objectives.

Activities the position will participate in include:

• Work across the Enterprise Planning & Performance Management team to provide accurate data and analysis in a timely fashion.

• Work with the EPPM Anaplan Center of Excellence to address capital system requirements, enhancements, and defects as needed.

• Use historical analysis of ROIC to inform capital allocation strategy to drive desired returns.

• Partner with key stakeholders to integrate ROIC into corporate strategy and initiatives by utilizing ROIC methodology to inform M&A/Investment decisions.

• Establish and implement quality assurance measures to ensure accuracy of data prepared for and used to inform the quarterly forecasting and annual budgeting processes.

• Collaborate with all segment business partners to manage monthly reallocation process.

• Document detailed processes to use as training materials, standard operating procedures, and resources with internal and external Capital planning partners.

• Collaborate with the Anaplan Center of Excellent to develop and refresh training materials for internal Enterprise Planning and Performance Management colleagues and external segment partners.

• Support ad-hoc projects, upon request, to assist Enterprise Planning and Performance Management colleagues in the execution of capital planning, reporting, and governance matters as needed.

In order to be successful in this role you must exhibit the following:

• Skill in developing comprehensive, yet easy to understand dashboards of financial and operational Capital planning metrics to facilitate achievement of capital priorities.

• Ability To:

• Work collaboratively in a highly matrixed environment and build partnerships with key constituents of varying professional levels to gain input, feedback, understanding and/or buy-in on key processes, expectations and/or deliverables, while influencing business decisions through actionable business insights.

• Effective verbal and written communication skills.

• Strong organizational skills.

• Ability to work independently and prioritize effectively.

• Ability to problem solve and manage multiple tasks under strict deadlines.

Required Qualifications

• 5+ years of professional work experience with financial analysis involvement, including budgeting forecasting, and financial reporting.

• 3+ years Microsoft Excel experience (skillset using functions such as PIVOT tables, VLOOKUP, Filters, and Sum(ifs)).

• 3+ years of Microsoft Office; Microsoft Teams environment; SharePoint experience.

Preferred Qualifications

• Healthcare, PBM, insurance industry helpful but not required.

• SAP/S4 and Anaplan Financial Reporting and Planning tools.

• Analytical skills and diligence.

Education

Bachelor's degree in Finance or a related field is required or equivalent years of related experience.

Anticipated Weekly Hours

Time Type

Pay Range

The typical pay range for this role is:

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

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