CVS Health · 11 hours ago
Senior Analyst, Financial Operations
United States
Full-time
Remote
Mid, Senior Level
$47K/yr - $122K/yr
2+ years expCVS Health is focused on building a world of health around every individual, emphasizing a connected and compassionate health experience. The Senior Analyst in Financial Operations will manage client contractual obligations and oversee client rebate reporting, payment, and reconciliation deliverables, while collaborating with internal and external stakeholders to ensure high-quality outcomes.
Health CareMedicalPharmaceuticalRetailSales
Responsibilities
Partner with internal cross-functional areas such as Sales, Finance, Trade and Reporting to ensure all client requirements are met and supported
Review and analysis of reporting to identify trends and opportunities, plus quality inspection prior to client delivery
Solve for opportunities identified through trend analysis – process improvement / strategic projects
Independently manage client issues and projects with little involvement from leadership
Triage of Finance specific Aunt Team requests
Support multiple complex client escalations and projects– requiring “outside of the box” solutions and ideas
Conduct “lessons learned” and feedback meetings post resolution of issues to improve processes for the future, including FOX and CSX support
Create and maintain issue and project tracking support tools as needed (Milestone Report/CRAID/Agendas/etc.)
Partner with cross-functional partners to align on client and project expectations
Escalate appropriately when support is needed or risk is identified, linear and/or cross-functional escalation
Send weekly meeting agenda and meeting notes 24hrs prior and after meeting takes place
Regular summary updates to Finance leadership
Qualification
Required
2+ years of professional experience in PBM/healthcare operational and/or financial role(s)
2+ years of experience performing in-depth research, investigation, analysis, and/or ad-hoc reporting
Experience in Microsoft Office, particularly Excel (must know how to do VLOOKUPS and pivot tables)
Bachelor's Degree or Equivalent Experience Required
Preferred
Prior experience in client-facing role
Demonstrated project management experience
Advanced Microsoft Excel skillset including pivot-tables, advanced formulas, and maneuvering data sets
Prior Salesforce use
Benefits
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.
Company
CVS Health
CVS Health is a health solutions company that provides an integrated healthcare services to its members.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$4BKey Investors
Michigan Economic Development CorporationStarboard Value
2025-08-15Post Ipo Debt· $4B
2025-07-17Grant· $1.5M
2019-11-25Post Ipo Equity
Leadership Team
David Joyner
President and Chief Executive Officer, CVS Health
Chandra McMahon
SVP & CISO
Recent News
2026-01-25
Company data provided by crunchbase