Senior Analyst, Financial Operations

Position Summary The Rebate Engagement team is an exciting and dynamic new team formed to address a current knowledge gap between the client and rebate/financial and reporting operations. This client-facing group works with internal Account, Finance, Trade and Reporting partners to manage client contractual obligations, including all client contracted rebate reporting, payment, and reconciliation deliverables (client invoicing, service warranty) and other financial matters related to the client contract. The role requires driving issues to resolution while effectively collaborating with key internal and external stakeholders to deliver high-quality, predictable outcomes. You will be a facilitator, not an operator, so project/issue management skills will be key to success. GENERAL RESPONSIBILITIES Partner with Sales, Finance, Trade and Reporting to ensure all client requirements are met and supported. Review and analyze 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 leadership involvement. Triage 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 future processes, 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 24 hours prior and after the meeting takes place. Provide regular summary updates to Finance leadership. SOFT SKILLS NEEDED TO BE SUCCESSFUL IN THE 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. 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 VLOOKUPS and pivot tables). PREFERRED QUALIFICATIONS Prior experience in client-facing role. Demonstrated project management experience. Advanced Microsoft Excel skill set 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 – $112,200.00. 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. Benefits : This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families. Benefits include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws. #J-18808-Ljbffr 9025 CVS Shared Services Resources LLC