Senior Manager – Strategic Financial Planning, Investments

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Logo of CVS Health

CVS Health

10,000+ employees

Founded 1963

⚕️ Healthcare Insurance

🛒 Retail

🧘 Wellness

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. • 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

• 7+ 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.

🏖️ Benefits

• medical, dental, and vision coverage • paid time off • retirement savings options • wellness programs • comprehensive benefits package

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