[Hiring] Senior Analyst, Financial Operations @CVS Health

Role Description

The Rebate Engagement team is an exciting and dynamic new team being formed to address a current knowledge gap between the client and rebate/financial and reporting operations. This team is a client-facing group of individuals who work with internal Account Team and rebate/financial/reporting operations team partners to manage client contractual obligations. Team members are responsible for the management and oversight of all client contracted rebate reporting, payment, and reconciliation deliverables (client invoicing, service warranty) as well as client financial projects, initiatives, and other financial matters related to the client contract. The role requires someone who can drive issues to resolution while effectively collaborating with key internal and external stakeholders to deliver high quality and predictable outcomes. You will be a facilitator, not an operator, so project/issue management skills will be key to your success in this role.

General 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.

Project Management Responsibilities

• 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.

Soft Skills Needed to be Successful in Role

• Excellent verbal and written communication skills – transparent and trustworthy.
• Strong relationship building skills – approachable and consultative.
• Ability to flex communication approach based on client/partner style (friendly approach vs. direct approach).
• Resilient and tenacious / Decisive.
• Attention to detail / Time management.
• Client centric / Curious mindset.
• Self-motivated and proactive (vs. reactive).
• Strong critical thinking skills.

Required Qualifications

• 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).

Preferred Qualifications

• 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.

Education

• Bachelor’s Degree or Equivalent Experience.

Anticipated Weekly Hours

• 40

Time Type

• Full time

Pay Range

The typical pay range for this role is: $46,988.00 - $122,400.00. This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography, and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.

Benefits

• 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.
• Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access, and many other benefits depending on eligibility.