Senior Analyst - Capital Planning - FP&A, CVS Health

CVS Health

Location:
United States

Category:
Finance

Contract Type:
Not provided

Salary:

46988.00 - 112200.00 USD / Year

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Job Description:

This position will assist in the coordination and maintenance of key enterprise Capital reporting processes, including the consolidation of monthly CAPEX actuals, budgeting, forecasting, and ROIC analysis. This Candidate will report directly to the Senior Manager of FP&A (Capital Planning) and will partner with business segment Capital planning leads to support and maintain a consistent and comprehensive process across the enterprise. This Candidate will support the Anaplan Capital system used across the enterprise in relation to processes and technological enhancements.

Job Responsibility:

Assist in the coordination and maintenance of key enterprise Capital reporting processes, including the consolidation of monthly CAPEX actuals, budgeting, forecasting, and ROIC analysis
Partner with business segment Capital planning leads to support and maintain a consistent and comprehensive process across the enterprise
Support the Anaplan Capital system used across the enterprise in relation to processes and technological enhancements
Work across the Enterprise Planning & Performance Management team to provide accurate data and analysis in a timely fashion
Use historical analysis of ROIC to inform capital allocation strategy and drive desired returns by partnering with key stakeholders to integrate ROIC into corporate strategy and initiatives, utilizing ROIC methodology to inform M&A and investment decisions
Ensure accuracy of data prepared for and used to inform the monthly actuals, quarterly forecasting and annual budgeting processes
Document detailed processes to use as training materials, standard operating procedures, and resources with internal and external Capital planning partners
Collaborate with the EPPM Anaplan Center of Excellence and Anaplan IT team to support capital system needs and develop training materials for internal and external partners
Support ad-hoc projects, upon request, to assist Enterprise Planning and Performance Management colleagues in the execution of capital planning, reporting, and governance matters as needed

Requirements:

3+ years of professional work experience with financial analysis involvement, including budgeting forecasting, and financial reporting
3+ years Microsoft Excel experience (skillset using functions such as PIVOT tables, VLOOKUP, Filters, and Sumi(s))
Microsoft Office
Microsoft Teams environment
SharePoint
Work collaboratively in a highly matrixed environment and build partnerships with key constituents of varying professional levels to gain input, feedback, understanding and/or buy-in on key processes, expectations and/or deliverables, while influencing business decisions through actionable business insights
Effective verbal and written communication skills
Strong organizational skills
Ability to work independently and prioritize effectively
Ability to problem solve and manage multiple tasks under strict deadlines
Bachelor's degree in Finance or a related field

Nice to have:

Healthcare, PBM, insurance industry helpful but not required
SAP/S4 and Anaplan Financial Reporting and Planning tools
Analytical skills and diligence
Knowledge of dashboard applications such as Tableau
QuickBase, Power BI (or other similar technologies) preferred but not required

What we offer:

Affordable medical plan options
401(k) plan (including matching company contributions)
Employee stock purchase plan
No-cost programs for all colleagues including 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:
September 25, 2025

Expiration:
September 26, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Senior Analyst - Capital Planning - FP&A