Senior Analyst, Enterprise FP&A Strategic Initiatives

Role Description

The Senior Analyst, FP&A supports the Enterprise FP&A Strategic Initiatives team in the preparation, consolidation, and quality assurance of high-visibility financial materials for CVS Health's Board of Directors and quarterly earnings cycles. This role serves as a key contributor in ensuring executive-ready deliverables are accurate, timely, and consistent with enterprise standards. The Senior Analyst will partner closely with segment FP&A teams, Investor Relations, External Reporting, and Treasury to compile financial data, maintain supporting models and schedules, and help drive efficient end-to-end processes for recurring reporting cycles.

Key Responsibilities

• Board of Directors Materials
  • Support the end-to-end preparation of BoD financial update materials, including rolling forward prior Board decks and supporting Excel files each cycle.
  • Populate presentations with updated financial results (AOI, EPS, segment metrics) once final numbers are released.
  • Review and align slides for consistency in charts, formatting, and language to meet enterprise executive standards.
  • Refresh supporting data files (S4 / Hyperion) and ensure underlying financials tie to source systems and reporting outputs.
  • Provide quality checks across segment submissions, flagging inconsistencies and validating financial exhibits prior to Legal and leadership reviews.
  • Support development of talking points and strategic commentary.
• Earnings Process
  • Support the quarterly earnings process, including compilation of key financial metrics, segment-level data, and supplemental schedules for Investor Relations.
  • Prepare and update the Audit Committee guidance slide each quarter, ensuring alignment with latest estimates, proposed guidance ranges, and consensus data.
  • Prepare and maintain the quarterly stat pack, ensuring all financial data points are accurate, current, and consistent with reported results.
  • Assist with earnings binder setup, organization, and content posting, including management of Power Automate flows.
  • Help update the enterprise guidance package each quarter, incorporating latest estimates, segment inputs, and leadership direction.
  • Refresh S4/Hyperion data pulls to ensure earnings materials and supporting files reflect the most current financial data from source systems.

Qualifications

• 2–4 years of experience in financial planning & analysis, corporate finance, or a related analytical role.
• Experience with Microsoft Excel (complex models, lookups, data manipulation) and PowerPoint (executive-level presentation design).
• Experience working with large data sets and financial reporting systems.

Requirements

• Experience with S4/HANA, Hyperion, or Anaplan.
• Prior experience in healthcare, PBM, or insurance industries.
• Familiarity with Board-level or investor-facing financial reporting.
• Experience with Power Automate or other workflow automation tools.
• MBA or CPA a plus.
• Demonstrated ability to manage multiple deliverables under strict deadlines with a high degree of accuracy and attention to detail.
• Strong written and verbal communication skills, with the ability to translate financial data into clear, concise narratives.

Education

• Bachelor's Degree required in finance, business, technical, or related field.

Pay Range

The typical pay range for this role is: $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. 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

• Comprehensive and competitive mix of pay and benefits.
• Medical, dental, and vision coverage.
• Paid time off.
• Retirement savings options.
• Wellness programs and other resources, based on eligibility.