Senior Financial Analyst at CVS Health

Senior Financial Analyst

We're building a world of health around every individual shaping a more connected, convenient and compassionate health experience. At CVS Health, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger helping to simplify health care one person, one family and one community at a time.

Position Summary

The Senior Financial Analyst for CVS Shared Services, Real Estate Facilities, and Data Centers is a key partner in driving operational performance and cost efficiency. In this role, you will analyze operating expenses, identify trends, and deliver data-driven recommendations that enhance decision-making and financial outcomes. You will build and maintain reports, dashboards, and visualizations to ensure data integrity, while collaborating with cross-functional teams to support strategic initiatives and process improvements. Acting as a liaison across Area Directors, Facility Managers, Project Managers, and IT, you will help ensure accurate operating expense and project reporting, manage multiple priorities, and translate complex data into clear, actionable business insights.

Primary Job Duties & Responsibilities

Budget and Financial Planning

Annual Budget Development: Collaborate with non-retail management and external groups to develop the department's annual budget, aligning it with corporate initiatives and supporting existing business strategies.

Financial Reporting and Analysis: Provide financial reporting, accruals, forecast, and budget requirements to support multiple department managers.

Training and Development: Prepare annual development and training sessions on expense management requirements for the department and provide on-board training for new department colleagues.

Invoice Review and Approval: Review and approve department invoices using Service Channel.

Project Closeout Support: Develop budget/forecast to support SS depreciation expense.

Financial Reporting and Compliance Expenditure Reporting: Distribute weekly and monthly expense and capital expenditure reports.

SOX Compliance and Tax Audits: Ensure compliance with Sarbanes-Oxley Act (SOX) regulations and assist with tax audits as needed.

Required Qualifications

3+ years of experience in Accounting, Finance, Construction Finance, or a related field

Advanced proficiency in Excel; experience with Oracle, Tririga, SAP S/4HANA, and Fiori

Strong critical thinking skills and excellent verbal and written communication skills, including the ability to lead meetings and develop clear processes and documentation for peers, end users, and leadership

Proven ability to develop and deliver presentations to various levels of the organization

Demonstrated experience building cross-functional relationships and leading end-to-end processes

Strong organizational skills with the ability to prioritize workload and meet aggressive deadlines

Ability to work both independently and collaboratively in a team environment

Preferred Qualifications

Background in financial analysis and process improvement leveraging data and research

Experience with Ariba, Power BI, and Smartsheet

Education Associate's or Bachelor's degree in Finance preferred, or commensurate work experience.

Anticipated Weekly Hours

40

Time Type

Full time

Pay Range

The typical pay range for this role is: $46,988.00 - $112,200.00

This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors.

Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong. Great benefits for great people

We take pride in our comprehensive and competitive mix of pay and benefits investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:

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.