Senior Manager – Strategic Financial Planning, Investments

Job not on LinkedIn

November 21

Apply Now
Logo of CVS Health

CVS Health

Healthcare Insurance • Retail • Wellness

CVS Health is a leading American healthcare company dedicated to improving health access and affordability. The company focuses on a comprehensive approach that includes health services, health insurance, and pharmacy benefits management. Through its subsidiaries, such as Aetna and CVS Caremark, CVS Health offers a range of services that facilitate wellness, condition management, and affordable prescription drug coverage. CVS Health operates neighborhood pharmacies, provides mail-order pharmacy services, and manages specialty medication programs, aiming to make healthcare convenient and accessible for everyone. Driven by a mission to connect people with essential care services, CVS Health is committed to fostering healthier communities and supporting the wellbeing of all individuals.

📋 Description

• Lead the design and development of financial, economic, and strategic frameworks for clinical services initiatives • Support the multi-year enterprise capital planning process, overseeing and driving high-value projects that shape product and service delivery • Manage the ACS capital planning process, securing $100M+ annually for strategic investments • Collaborate closely with ACS leadership, Finance, and other key stakeholders to ensure alignment with enterprise funding guidelines and organizational priorities • Optimize the prioritization and utilization of resources across internal and external projects to maximize value • Provide portfolio governance, regular status updates, and key insights on ACS investment portfolio performance • Oversee scope management and backlog prioritization to ensure successful delivery of strategic goals • Lead the evaluation and development of business cases for new initiatives, ensuring alignment with strategic goals and performing cost-benefit analysis • Track value realization and develop methods to measure actual performance against expected benefits • Lead initiatives that require significant change management within large and complex organizations • Build and maintain strong senior-level relationships, influence strategic decision-making, and present key findings in a clear and impactful manner

🎯 Requirements

• 5+ years of experience in management consulting, financial strategic analysis, business process consulting, mergers and acquisitions, or strategic business planning • Proven leadership skills with the ability to manage relationships and influence stakeholders at senior levels • Expertise in business process optimization, project management, and financial planning with a focus on enterprise-wide initiatives • Extensive experience in financial analysis, modeling, and reporting • Advanced proficiency in Microsoft Excel, PowerPoint, and Word • Excellent communication skills (both oral and written), with a track record of presenting to and influencing senior leadership • Self-motivated, adaptable, and a proven individual contributor with a strategic mindset • Experience working within healthcare, or healthcare insurance industry is a plus, but not required

🏖️ Benefits

• Affordable medical plan options • 401(k) plan (including matching company contributions) • Employee stock purchase plan • No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs • Confidential counseling and financial coaching • Paid time off • Flexible work schedules • Family leave • Dependent care resources • Colleague assistance programs • Tuition assistance • Retiree medical access

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