SIGN IN
Senior Manager - Strategic Financial Planning & Investments jobs in United States
info-icon
This job has closed.
company-logo

CVS Health · 2 weeks ago

Senior Manager - Strategic Financial Planning & Investments

CVS Health is seeking a dynamic and highly experienced Senior Manager, Strategic Financial Planning & Investments. In this role, you will be responsible for developing and executing financial models, supporting multi-year capital planning, and driving strategic oversight for large-scale initiatives.
HealthcarePharmaceuticalRetailHealth CareMedicalSales

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 PlanningPortfolio ManagementBusiness Case DevelopmentCost-Benefit AnalysisFinancial AnalysisMicrosoft ExcelMicrosoft PowerPointMicrosoft WordBusiness Process OptimizationMergers and AcquisitionsHealthcare Industry KnowledgeHealthcare Insurance KnowledgeStakeholder ManagementProject Management

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
Master's degree preferred, but not required
Certifications or licensure in relevant disciplines are a plus

Benefits

This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
This position also includes an award target in the company’s equity award program.
This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families.
The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.

Company

CVS Health

company-logo
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

leader-logo
David Joyner
President and Chief Executive Officer, CVS Health
linkedin
leader-logo
Erin Condon
SVP, Chief Marketing Officer, CVS Pharmacy
linkedin
Company data provided by crunchbase