Lead Director - Financial Planning & Analysis

Position Summary 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. The Aetna Planning & Performance Management finance team serves as the intermediary between the business and Aetna/CVS Health Executive leadership, maintaining the bridge between where Aetna has been and where it is going. The Lead Director, FP&A is responsible for financial planning governance for the Total Aetna income statement as well as the direct analysis and influence of key financial metrics and actions to accelerate the recovery of profitability and sustainable performance for the Government lines of business (both Medicare and Medicaid). This leader will partner closely with the Aetna CFO and leaders across Enterprise Finance, Business Finance, Actuarial, and Expense & Performance Management to inform critical business decisions and will operate in a fast‑paced, dynamic environment where precision, influence, and strategic thinking are essential. Success in this role means not just understanding the numbers, but shaping the narrative behind them. Major Responsibilities Drive financial planning governance across Aetna, providing end‑to‑end leadership for forecasting and planning activities, including timeline coordination, system reconciliation, and cross‑functional alignment Translate financial complexity into executive‑ready insight by developing compelling presentations that clearly articulate key drivers, trends, risks, and opportunities tied to each forecast and operating plan Serve as a trusted finance partner to senior leadership across Aetna and CVS Health, ensuring consistent financial messaging that aligns projections with strategic business priorities Deliver deep analytical insight into financial and operational performance, with a primary focus on Medicare and Medicaid, to assess the reasonableness and sustainability of projections Lead, coach, and develop a high‑performing team of four (including two direct reports), fostering accountability, growth, and strong decision‑making in a results‑driven environment Perform ad‑hoc analysis and develop recommendations for executive leadership team Champion continuous improvement, modernizing FP&A processes through innovation, automation, and AI‑enabled solutions where applicable Required Qualifications 10+ years’ experience in healthcare, managed care insurance, financial forecasting, financial analysis and reporting, actuarial, and management of teams Excellent communication and data storytelling skills along with strong analytical, technical, and problem‑solving skills Proven experience in a fast paced, deadline driven environment Preferred Qualifications FSA, ASA, or CPA designation; MBA or related advanced degree Supervisory or managerial experience Technical knowledge of financial systems (Hyperion, S4, Anaplan, ADAM etc.) Demonstration of strong ownership and accountability for work products along with the ability to work both autonomously and collaboratively Education Bachelor’s degree in Finance, Accounting, Actuarial Science, Economics, or related field required. Advanced degree or professional credential preferred. Pay Range The typical pay range for this role is: $100,000.00 - $231,540.00. 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. This position also includes an award target in the company’s equity award program. 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. 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. EEO Statement 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