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Manager - Strategic Financial Planning & Investments

https://www.cvshealth.com/ Logo

CVS Health

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Location:
United States

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

60300.00 - 145860.00 USD / Year

Job Description:

As the Manager, Strategic Financial Planning & Investments, you'll contribute to financial modeling, capital planning, and business case development in support of high-impact projects. This is an excellent opportunity for a strategic thinker with a strong financial background to help drive data-informed decisions and operational efficiency at CVS/Aetna.

Job Responsibility:

  • Support the development of financial models and strategic frameworks that inform clinical services initiatives and enterprise planning
  • Participate in the preparation and analysis of multi-year capital plans
  • Assist in coordinating the capital investment planning process across the organization
  • Partner with Finance and business leaders to ensure investments align with enterprise priorities
  • Help manage the investment portfolio by contributing to governance processes, compiling performance data, and supporting regular reporting on project status and outcomes
  • Contribute to the preparation of business cases and cost-benefit analyses for new initiatives
  • Support value realization by tracking and reporting financial and operational outcomes
  • Collaborate across cross-functional teams and serve as a liaison between business stakeholders, finance, and strategy teams
  • Present data and insights in a clear, structured manner to support decision-making

Requirements:

  • 5+ years of experience in financial planning, strategic analysis, business consulting, or related fields
  • Strong analytical and problem-solving skills, with the ability to interpret financial data and translate it into actionable insights
  • Experience supporting enterprise-wide projects and cross-functional teams
  • Proficient in Microsoft Excel, PowerPoint, and Word
  • Effective written and verbal communication skills
  • Highly organized and self-motivated with attention to detail
  • Bachelor's degree preferred in Finance, Business, Economics, or a related field

Nice to have:

Master's degree or relevant certifications (e.g., CPA, CFA) are a plus, but not required

What we offer:
  • Affordable medical plan options
  • 401(k) plan with matching company contributions
  • Employee stock purchase plan
  • No-cost wellness screenings
  • Tobacco cessation and weight management programs
  • Confidential counseling and financial coaching
  • Paid time off
  • Flexible work schedules
  • Family leave
  • Dependent care resources
  • Colleague assistance programs
  • Tuition assistance
  • Retiree medical access

Additional Information:

Job Posted:
October 25, 2025

Expiration:
October 31, 2025

Employment Type:
Fulltime
Work Type:
Remote work
Job Link Share:
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