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CVS Health FP&A PBM Senior Advisor in Woonsocket, Rhode Island

Job Description

The Financial Planning & Analysis Senior Advisor serves as an internal and external consultant on the application of finance & accounting principles and practices. In this role you will, build annual budgets, monthly, quarterly re-forecasts, staffing plans, and cost saving initiative models and identify opportunities for the organization to meet both short/long term goals and objectives.

Additional responsibilities include:

  • Implement processes to track successful achievement of savings initiatives.

  • Build advanced financial models and lead issues to resolution, assert key facts and influence decisions based on objective information.

-Investigate and recommend procedural and operational improvements that reduce cost and improve operational efficiency's.

  • Establish and maintain effective working relationships with leadership, key stakeholders, and co-workers.

-Create and implement reporting metrics to track successes and opportunities. Makes recommendations when needed.

The ideal candidate will have the ability to self-start, organize, and prioritize workload and meet strict weekly and monthly deadlines in a fast-paced, dynamic environment. Creatively solve problems when dealing with a variety of variables in situations where standard solutions do not exist is also a crucial skill set to possess to be successful in this role. Advanced Excel skills will be needed to navigate the daily reporting and budget work.

Required Qualifications

-Minimum 7 years of relevant work experience in Finance and/or Budgeting.

-Experience with financial data analysis and/or data-mining and/or journal entries and/or monthly close, accruals, and/or reserves, and/or reconciliations of complex financial processes.

-Microsoft Excel skills

Preferred Qualifications

-Demonstrated experience interfacing with various levels of leadership (Mgr, Dir, VP, SVP)

-Must possess an intelligent, inquisitive nature, and proven ability to break down complex processes into simpler tasks -and execute accordingly.

-Possess strong interpersonal skills, including excellent verbal and written communication skills.

-Must be detail oriented, have strong organizational, navigational, and time management skills.

-CPA Certification

-Prior experience/knowledge of SAP S/4 HANA, Analytics for Office, BusinessObjects.

-Experience interfacing and presenting financial data to cross-functional business teams.


Bachelors Degree required.

Degree in Business, Finance, Accounting or related field preferred.

Business Overview

It’s a new day in health care.

Combining CVS Health and Aetna was a transformative moment for our company and our industry, establishing CVS Health as the nation’s premier health innovation company. Through our health services, insurance plans and community pharmacists, we’re pioneering a bold new approach to total health. As a CVS Health colleague, you’ll be at the center of it all.

We offer a diverse work experience that empowers colleagues for career success. In addition to skill and experience, we also seek to attract and retain colleagues whose beliefs and behaviors are in alignment with our core values of collaboration, innovation, caring, integrity and accountability.

CVS Health is an equal opportunity/affirmative action employer. Gender/Ethnicity/Disability/Protected Veteran – we highly value and are committed to all forms of diversity in the workplace. We proudly support and encourage people with military experience (active, veterans, reservists and National Guard) as well as military spouses to apply for CVS Health job opportunities. We comply with the laws and regulations set forth in the following EEO is the Law Poster: EEO IS THE LAW at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf and EEO IS THE LAW SUPPLEMENT at https://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm . We provide reasonable accommodations to qualified individuals with disabilities. If you require assistance to apply for this job, please contact our Advice and Counsel Reasonable Accommodations team at mailto:AdviceCounsel@cvshealth.com . Please note that we only accept applications for employment via this site.

If technical issues are preventing you from applying to a position, contact Kenexa Helpdesk at 1-855-338-5609 or cvshealthsupport@us.ibm.com . For technical issues with the Virtual Job Tryout assessment, contact the Shaker Help Desk at 1-877-987-5352.