Manager, Financial Planning & Analysis

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. Job Purpose and Summary The Manager, Retail Planning & Analytics independently owns complex, high-impact analytical and operational workstreams supporting front store merchandising categories. This role is responsible for vendor funding management and financial planning , including execution of vendor funding agreements, forecasting, billing accuracy, and variance management. This position serves as a trusted advisor to Category Managers and leadership, delivering accurate, compliant, and executive-ready insights that inform business decisions, identify risks and opportunities, and improve financial outcomes. This is an individual contributor role that exercises manager-level judgment, autonomy, and influence. The role is expected to lead work across analysts, coordinate deliverables, and support talent development while elevating analytical quality, governance, and process improvement , ensuring adherence to financial controls and enterprise standards. Primary Job Duties & Responsibilities Financial Planning & Analytics Lead category-level funding forecasting and P&L support, including funding rate analysis, scenario modeling, and risk assessment Own development of forecast assumptions and methodologies, ensuring accuracy, consistency, and alignment across stakeholders Deliver variance analysis and performance insights, identifying key drivers of results, risks, and opportunities Develop annual funding plans and budgets in partnership with Category Management and Finance Analyze funding performance, rate changes, vendor gaps, and repayment activity to inform forecast updates and business decisions Coordinate BU forecast submissions across categories, integrating inputs across analysts into a consolidated outlook Vendor Funding Operations & Execution Own execution of vendor funding agreements, including ensuring accurate setup, documentation, and alignment to contractual terms Ensure timely and accurate billing in partnership with cross-functional teams Investigate and resolve discrepancies across agreements, billing activity, and financial reporting, ensuring accuracy and completeness of funding activity Ensure funding activity is compliant with financial controls, audit requirements, and enterprise standards Coordinate directly with suppliers to support funding execution, including resolving disputes, validating deal terms, and ensuring required documentation and approvals Business Partnership & Executive Communication Serve as a key financial partner to Category Managers, providing insights that influence strategy, funding decisions, and category performance Build strong, trusted relationships across Merchandising, Finance, leadership, and suppliers Lead analytical support for funding reviews and forecast discussions, delivering insights that inform leadership decisions Translate complex analysis into clear, executive-ready narratives with actionable recommendations Anticipate business needs and proactively deliver insights to guide decision-making Governance, Compliance & Team Leadership Ensure SOX-compliant documentation, controls, and audit readiness related to vendor funding agreements and billing activity Act as an escalation point for complex operational or compliance-related issues Provide guidance, coaching, and informal oversight to analysts, helping coordinate work, prioritize deliverables, and maintain high standards of accuracy and execution Estimated Allocation of Time Financial Planning & Analytics - 35% Vendor Funding Operations & Execution - 30% Business Partnership & Executive Communication - 20% Governance, Compliance & Team Leadership - 15% Education Bachelor's Degree in Finance, Business Analytics, Economics, Mathematics, or related field ( Required ) Master's Degree (MBA, Finance, Analytics, or related discipline) ( Preferred ) Prior Relevant Work Experience 5+ years of experience in retail analytics, finance, FP&A, merchandising, or related field ( Required ) Experience supporting complex retail or financial portfolios ( Preferred ) Essential Qualifications and Functions Demonstrated ability to independently own complex financial and operational workstreams Strong understanding of retail merchandising financials, vendor funding, and category P&Ls Advanced analytical and problem-solving skills with the ability to translate data into business recommendations Proven ability to influence senior stakeholders through clear, data-driven communication (written and verbal) Strong attention to detail and commitment to accuracy in financial analysis and execution Ability to operate with limited oversight and manage competing priorities across deadlines Advanced proficiency in Microsoft Excel and PowerPoint Working knowledge of financial controls, compliance, and audit considerations Ability to adapt to changing business needs and deliver results in a fast-paced environment Travel up to 10%, as required by the business Preferred Qualifications Experience supporting Retail Planning, Vendor Funding Management, or Category Finance Advanced experience using SQL, Access, or similar query tools to analyze large datasets Experience building or improving forecasting models, dashboards, or automation Prior experience working in a large, matrixed retail or healthcare organization Experience designing scalable automation, dashboards, or reporting frameworks Demonstrated history of leading process improvement initiatives with measurable impact Master's Degree (MBA or equivalent) Anticipated Weekly Hours 40 Time Type Full time Pay Range The typical pay range for this role is: $66,330.00 - $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 offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families. 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. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility. Additional details about available benefits are provided during the application process and on Benefits Moments. We anticipate the application window for this opening will close on: 09/30/2026 Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws. #J-18808-Ljbffr