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Senior Analyst, Financial Operations

$46.99k - $112.2k

CVS Health

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 Rebate Engagement team is an exciting and dynamic new team being formed to address a current knowledge gap between the client and rebate/financial and reporting operations. This team is a client facing group of individuals who work with internal Account Team and rebate/financial/reporting operations team partners to manage client contractual obligations. Team members are responsible for the management and oversight of all client contracted rebate reporting, payment, and reconciliation deliverables (client invoicing, service warranty) as well as client financial projects, initiatives and other financial matters related to the client contract. The role requires someone who can drive issues to resolution while effectively collaborating with key internal and external stakeholders to deliver high quality and predictable outcomes. You will be a facilitator, not an operator, so project/issue management skills will be key to your success in this role. Partner with internal cross-functional areas such as Sales, Finance, Trade and Reporting to ensure all client requirements are met and supported Review and analysis of 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 involvement from leadership Triage of Finance specific Aunt Team requests Support multiple complex client escalations and projects– requiring “outside of the box” solutions and ideas

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 Regular summary updates to Finance leadership Strong relationship building skills – approachable and consultative Ability to flex communication approach based on client/partner style (friendly approach vs. Your success will be measured by reduction in client escalations and Client/Account Team feedback. This position affords you the opportunity to gain visibility to senior leadership through regular updates on client initiatives and progress with the account. 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 how to do VLOOKUPS and pivot tables)
Demonstrated project management experience Advanced Microsoft Excel skillset including pivot-tables, advanced formulas, and maneuvering data sets Prior Salesforce use Bachelor’s Degree or equivalent experience. Full time Pay Range 46,988.00 - $112,200.00 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. 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 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. 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: 12/18/2026 Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

Vacancy posted 15 hours ago
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