[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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