CVS Health
Hartford, Connecticut, United States
Financial Planning and Analysis Advisor
Posted over 1 month ago
Job Description
Job Description
The Transformation Senior Financial Analyst position is responsible for supporting the consolidation of financial metrics across the multi-segmented Transformation portfolio as well as managing the IT portfolio from a financial lens. The role will partner closely with business and finance teams across the enterprise, aligning on investments and benefits contributing to CVS Healths strategic plan.
The Transformation team is creating new health experiences focused on medical cost reduction, transformative consumer experiences, innovative risk products, adding value to value-based care; post-COVID needs. The team is also leading the enterprise vision and requirements for a comprehensive, enterprise, local engagement model.
Responsibilities Include:
* 5-year strategic planning including bottoms up projection of P&L and Balance Sheet
*Quarterly forecasting and annual budgeting for the Transformation IT portfolio
*Preparation of executive reporting packages, tracking overall portfolio performance
*Management of monthly close processes, including creating/approving journal entries, assisting in invoice processing, and providing monthly variance commentary
*Advanced MS Excel skills (e.g. building models, data linking, advanced formulas)
Required Qualifications
Minimum 5+ years of work experience in accounting, financial planning and analysis, P&L, and/or financial analysis and reporting
Preferred Qualifications
*Project Management experience
*Experience with financial consolidations
*Financial systems experience in SAP S/4 Hana and Oracle Hyperion
*MBA a plus
Education
* Bachelors Degree
Business Overview
At CVS Health, we are joined in a common purpose: helping people on their path to better health. We are working to transform health care through innovations that make quality care more accessible, easier to use, less expensive and patient-focused. Working together and organizing around the individual, we are pioneering a new approach to total health that puts people at the heart.
The Transformation Senior Financial Analyst position is responsible for supporting the consolidation of financial metrics across the multi-segmented Transformation portfolio as well as managing the IT portfolio from a financial lens. The role will partner closely with business and finance teams across the enterprise, aligning on investments and benefits contributing to CVS Healths strategic plan.
The Transformation team is creating new health experiences focused on medical cost reduction, transformative consumer experiences, innovative risk products, adding value to value-based care; post-COVID needs. The team is also leading the enterprise vision and requirements for a comprehensive, enterprise, local engagement model.
Responsibilities Include:
* 5-year strategic planning including bottoms up projection of P&L and Balance Sheet
*Quarterly forecasting and annual budgeting for the Transformation IT portfolio
*Preparation of executive reporting packages, tracking overall portfolio performance
*Management of monthly close processes, including creating/approving journal entries, assisting in invoice processing, and providing monthly variance commentary
*Advanced MS Excel skills (e.g. building models, data linking, advanced formulas)
Required Qualifications
Minimum 5+ years of work experience in accounting, financial planning and analysis, P&L, and/or financial analysis and reporting
Preferred Qualifications
*Project Management experience
*Experience with financial consolidations
*Financial systems experience in SAP S/4 Hana and Oracle Hyperion
*MBA a plus
Education
* Bachelors Degree
Business Overview
At CVS Health, we are joined in a common purpose: helping people on their path to better health. We are working to transform health care through innovations that make quality care more accessible, easier to use, less expensive and patient-focused. Working together and organizing around the individual, we are pioneering a new approach to total health that puts people at the heart.
We strive to promote and sustain a culture of diversity, inclusion and belonging every day. CVS Health is an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring or promotion based on race, ethnicity, sex/gender, sexual orientation, gender identity or expression, age, disability or protected veteran status or on any other basis or characteristic prohibited by applicable federal, state, or local law. We proudly support and encourage people with military experience (active, veterans, reservists and National Guard) as well as military spouses to apply for CVS Health job opportunities.
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