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.
Position Summary
The Aetna Planning & Performance Management finance team serves as the intermediary between the business and Aetna/CVS Health Executive leadership, maintaining the bridge between where Aetna has been and where it is going.
The Lead Director, FP&A is responsible for financial planning governance for the Total Aetna income statement as well as the direct analysis and influence of key financial metrics and actions to accelerate the recovery of profitability and sustainable performance for the Government lines of business (both Medicare and Medicaid). This leader will partner closely with the Aetna CFO and leaders across Enterprise Finance, Business Finance, Actuarial, and Expense & Performance Management to inform critical business decisions and will operate in a fast‑paced, dynamic environment where precision, influence, and strategic thinking are essential. Success in this role means not just understanding the numbers, but shaping the narrative behind them.
Major Responsibilities:
• Drive financial planning governance across Aetna, providing end‑to‑end leadership for forecasting and planning activities, including timeline coordination, system reconciliation, and cross‑functional alignment
• Translate financial complexity into executive‑ready insight by developing compelling presentations that clearly articulate key drivers, trends, risks, and opportunities tied to each forecast and operating plan
• Serve as a trusted finance partner to senior leadership across Aetna and CVS Health, ensuring consistent financial messaging that aligns projections with strategic business priorities
• Deliver deep analytical insight into financial and operational performance, with a primary focus on Medicare and Medicaid, to assess the reasonableness and sustainability of projections
• Lead, coach, and develop a high‑performing team of four (including two direct reports), fostering accountability, growth, and strong decision‑making in a results‑driven environment
• Perform ad-hoc analysis and develop recommendations for executive leadership team
• Champion continuous improvement, modernizing FP&A processes through innovation, automation, and AI‑enabled solutions where applicable
Required Qualifications
• 10+ years’ experience in healthcare, managed care insurance, financial forecasting, financial analysis and reporting, actuarial, and management of teams
• Excellent communication and data storytelling skills along with strong analytical, technical, and problem-solving skills
• Proven experience in a fast paced, deadline driven environment
Preferred Qualifications
• FSA, ASA, or CPA designation; MBA or related advanced degree
• Supervisory or managerial experience
• Technical knowledge of financial systems (Hyperion, S4, Anaplan, ADAM etc..)
• Demonstration of strong ownership and accountability for work products along with the ability to work both autonomously and collaboratively
Education
• Bachelor’s degree in Finance, Accounting, Actuarial Science, Economics, or related field required.
• Advanced degree or professional credential preferred
Pay Range
The typical pay range for this role is:
$100,000.00 - $231,540.00
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. This position also includes an award target in the company’s equity award program.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
Great benefits for great people
We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families.
Additional details about available benefits are provided during the application process and on Benefits Moments.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
Skills Required
- 10+ years' experience in healthcare, managed care insurance, financial forecasting, financial analysis and reporting, actuarial, and management of teams
- Excellent communication and data storytelling skills along with strong analytical, technical, and problem-solving skills
- Proven experience in a fast paced, deadline driven environment
CVS Health Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CVS Health and has not been reviewed or approved by CVS Health.
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Healthcare Strength — Healthcare coverage is positioned as comprehensive for benefits-eligible colleagues, including medical, dental, and vision with free preventive care and access to virtual care and select no-cost MinuteClinic services. Mental health support is also highlighted with no-cost confidential counseling sessions per issue.
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Retirement Support — Retirement benefits include a 401(k) with a dollar-for-dollar match up to 5% after meeting service and hours requirements. Ownership programs are also offered through an employee stock purchase plan with a stated purchase discount.
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Pay Growth & Progression — A companywide minimum wage floor establishes a baseline that is framed as a positive starting point in some roles and markets. Unionized or high-cost areas are described as having clearer wage scales and step-ups that can materially lift pay over time.
CVS Health Insights
What We Do
CVS Health is the leading health solutions company that delivers care in ways no one else can. We reach people in more ways and improve the health of communities across America through our local presence, digital channels and our nearly 300,000 dedicated colleagues – including more than 40,000 physicians, pharmacists, nurses and nurse practitioners. Wherever and whenever people need us, we help them with their health – whether that’s managing chronic diseases, staying compliant with their medications, or accessing affordable health and wellness services in the most convenient ways. We help people navigate the health care system – and their personal health care – by improving access, lowering costs and being a trusted partner for every meaningful moment of health. And we do it all with heart, each and every day.
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