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Senior Manager - Strategic Financial Planning & Investments

https://www.cvshealth.com/ Logo

CVS Health

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Location:
United States

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Category:

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Contract Type:
Not provided

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Salary:

75400.00 - 199144.00 USD / Year

Job Description:

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. We are looking for a dynamic and highly experienced Senior Manager, Strategic Financial Planning & Investments to join our team at Aetna/CVS. In this critical hybrid role, you will be responsible for developing and executing financial models, supporting multi-year capital planning, and driving strategic oversight for large-scale, high-impact initiatives. You’ll play a central role in managing key relationships, presenting strategic insights to senior leadership, and influencing enterprise-wide decision-making.

Job Responsibility:

  • Strategic Financial Modeling & Planning: Lead the design and development of financial, economic, and strategic frameworks for clinical services initiatives
  • Support the multi-year enterprise capital planning process, overseeing and driving high-value projects that shape product and service delivery
  • Investment Planning & Capital Management: Manage the ACS capital planning process, securing $100M+ annually for strategic investments
  • Collaborate closely with ACS leadership, Finance, and other key stakeholders to ensure alignment with enterprise funding guidelines and organizational priorities
  • Portfolio Management & Governance: Optimize the prioritization and utilization of resources across internal and external projects to maximize value
  • Provide portfolio governance, regular status updates, and key insights on ACS investment portfolio performance
  • Oversee scope management and backlog prioritization to ensure successful delivery of strategic goals
  • Business Case Development & Value Realization: Lead the evaluation and development of business cases for new initiatives, ensuring alignment with strategic goals and performing cost-benefit analysis
  • Track value realization and develop methods to measure actual performance against expected benefits
  • Leadership & Communication: Lead initiatives that require significant change management within large and complex organizations
  • Build and maintain strong senior-level relationships, influence strategic decision-making, and present key findings in a clear and impactful manner

Requirements:

  • 7+ years of experience in management consulting, financial strategic analysis, business process consulting, mergers and acquisitions, or strategic business planning
  • Proven leadership skills with the ability to manage relationships and influence stakeholders at senior levels
  • Expertise in business process optimization, project management, and financial planning with a focus on enterprise-wide initiatives
  • Extensive experience in financial analysis, modeling, and reporting
  • Advanced proficiency in Microsoft Excel, PowerPoint, and Word
  • Excellent communication skills (both oral and written), with a track record of presenting to and influencing senior leadership
  • Self-motivated, adaptable, and a proven individual contributor with a strategic mindset
  • Bachelor's degree, or equivalent experience

Nice to have:

  • Experiece working within healthcare, or healthcare insurance industry is a plus, but not required
  • Master’s degree preferred, but not required
  • Certifications or licensure in relevant disciplines are a plus
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:
February 25, 2026

Expiration:
March 31, 2026

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

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