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At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.

As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.

Position Summary

This role is responsible for managing financial planning, forecasting, and reporting for the Internal Telesales and Strategy budget of over $150M+. The individual will provide strategic insights to senior leadership, ensuring alignment with organizational goals. Candidates should possess strong analytical skills, communication abilities, and experience in collaborating across functions like Finance and Operations. A successful track record of managing large budgets and delivering accurate, timely financial reports is essential. The position also involves influencing decision-making, validating forecast and accrual assumptions, and supporting initiatives through data analysis and scenario modeling.

**Cross-Functional Collaboration** – Serve as the primary liaison between finance, operations, procurement, AP, external vendors, and other internal and external teams. Address all inquiries related to budgeting, forecasting, and reporting processes, ensuring clear communication and effective resolution of issues.

**Financial Upload** – Upload Forecast, AP and T&E data in financial database. Conduct thorough verification to ensure data integrity and accuracy, enhancing the reliability of financial reporting.

**Month End Close** – Oversee month end close activities by tracking AP spend, booking/releasing accruals, updating actuals and preparing comprehensive variance commentary to highlight significant deviations from budgeted expectations.

**Vendor Budgeting** – Manage vendor budget processes including the monthly presentation of volume and sales, alongside related KPI’s. Ensure alignment with organizational goals and provide insights to optimize vendor performance.

**Forecasting and Budgeting –** Develop quarterly and annual forecast and budgets that align with the company’s strategic objectives.

**Continuous Improvement** – Drive initiatives to enhance reporting structures and methodologies that improve the accuracy and reliability of budgeting and forecasting processes.

Required Qualifications

•Bachelor’s Degree in Finance, Accounting, or related field (Required)

•5-8 years of progressive experience in financial planning & analysis, corporate finance, or accounting

•Demonstrated expertise in month-end close, accrual accounting, variance analysis, and forecasting

•Strong analytical skills with proven ability to translate financial data into actionable business insights

•Proficiency in advanced Excel, financial modeling, and strong business acumen

• Experience managing budgets over $100M, including multi-year forecasts and scenario modeling

• Excellent written and verbal communication skills, with the ability to present complex information to executive audiences

• Ability to manage multiple priorities and deadlines in a fast-paced environment

Preferred Qualifications

• Master’s Degree in Finance, Accounting, Business Administration, or related field (Preferred)

•Experience in healthcare, insurance, or multi-unit corporate environments

•Proficient in cost optimization strategies, performance metric evaluation, and KPI analysis

•Demonstrated management in cross-functional initiatives and process improvement projects

• Strong change management skills with the ability to implement new financial processes or tools effectively

Education

Bachelor Degree Required

Anticipated Weekly Hours

40

Time Type

Full time

Pay Range

The typical pay range for this role is:

$46,988.00 - $91,800.00

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 our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:

+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .

+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.

+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.

For more information, visit https://jobs.cvshealth.com/us/en/benefits

We anticipate the application window for this opening will close on: 01/19/2026

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.