[Remote] Senior Analyst, Financial Operations
Note: The job is a remote job and is open to candidates in USA. CVS Health is committed to building a world of health around every individual, providing a compassionate health experience. They are seeking a Senior Analyst in Financial Operations to manage client contractual obligations and oversee client rebate reporting and financial projects while collaborating with internal and external stakeholders.
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
Skills
- 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
- 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
- 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 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.
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