Manager, Financial Planning & Analysis, Reconciliation

Job not on LinkedIn

🔥 2 minutes ago

🦀 Maryland – Remote

infoinfo

💵 $66.3k - $145.9k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Logo of CVS Health

CVS Health

10,000+ employees

Founded 1963

🏥 Healthcare

⚕️ Healthcare Insurance

🛒 Retail

Healthcare • Healthcare Insurance • Retail

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 month-end, quarter-end, and year-end reconciliation processes for claims, working capital, and related balance sheet accounts • Research, analyze, and resolve reconciling items and financial variances with data owners • Address and clear reconciliation backlogs, including aged or complex outstanding items • Develop, document, and maintain reconciliation procedures, SOPs, templates, and preparer/reviewer standards • Identify reconciliation and control gaps and recommend process improvements • Provide reconciliation documentation and support for OPM, OIG, and agreed-upon procedures engagements • Serve as a key contact for external auditors on reconciliation matters • Partner with IT and Business Analysis to automate manual reconciliation activities and improve data quality and reliability • Provide guidance, training, and mentorship to analysts • Participate in departmental and cross-functional projects • Report to the Lead Director, FP&A, and collaborate with Claims Reporting, IT & Business Analysis, and other stakeholders

🎯 Requirements

• 5+ years of experience in account reconciliation, financial accounting, or related discipline, including complex and high-volume reconciliations • Experience resolving aged variances and addressing reconciliation backlogs • Experience developing SOPs, reconciliation standards, controls, and supporting documentation • Experience supporting external audits • Strong written and verbal communication skills • Ability to adapt to changing priorities, learn new skills, and support team members’ professional development • Healthcare or health insurance finance experience preferred • Familiarity with OPM, OIG, or AUP audit environments preferred • Advanced proficiency in Excel, including lookups, pivot tables, and reconciliation templates for large datasets • Experience with SQL or similar tools to extract, analyze, and validate claims and financial data • Experience with general ledger and financial reporting systems • Working knowledge of data warehouse environments and reconciliation automation • Ability to develop clear, well-organized, audit-ready workpapers and support documentation • Bachelor’s degree in accounting, Finance, or a related field required, or equivalent years of related experience

🏖️ Benefits

• CVS Health bonus, commission or short-term incentive program • Medical coverage • Dental coverage • Vision coverage • Paid time off • Retirement savings options • Wellness programs • Other resources supporting physical, emotional, and financial well-being

Apply Now

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