Senior Manager - Strategic Financial Planning & Investments jobs in United States
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CVS Health · 3 weeks ago

Senior Manager - Strategic Financial Planning & Investments

CVS Health is the nation’s leading health solutions company, dedicated to transforming health care for millions of Americans. The Senior Manager, Strategic Financial Planning & Investments will be responsible for developing financial models, managing capital planning, and influencing strategic decision-making within the organization.

Health CareMedicalPharmaceuticalRetailSales

Responsibilities

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

Qualification

Financial modelingCapital planningFinancial analysisBusiness process optimizationProject managementStakeholder managementHealthcare experienceCertificationsLeadershipCommunication skills

Required

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
Bachelor's degree, or equivalent experience

Preferred

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
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.

Company

CVS Health

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CVS Health is a health solutions company that provides an integrated healthcare services to its members.

Funding

Current Stage
Public Company
Total Funding
$4B
Key Investors
Michigan Economic Development CorporationStarboard Value
2025-08-15Post Ipo Debt· $4B
2025-07-17Grant· $1.5M
2019-11-25Post Ipo Equity

Leadership Team

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David Joyner
President and CEO
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Chandra McMahon
SVP & CISO
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Company data provided by crunchbase