Senior Analyst, Financial Operations

Posted Yesterday
41 Locations
In-Office or Remote
47K-112K Annually
Senior level
Fitness • Healthtech • Retail • Pharmaceutical
The Role
Manages client rebate reporting, payments, reconciliations, invoicing, financial projects, and contract-related deliverables. Reviews reports for trends and quality, resolves client issues and escalations, coordinates cross-functional stakeholders, maintains project tracking tools, and communicates status to Finance leadership. The role emphasizes client satisfaction, process improvement, issue management, and reliable delivery of financial operations.
Summary Generated by Built In

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 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

Your success will be measured by reduction in client escalations and Client/Account Team feedback. Client satisfaction is also paramount to your success. This position affords you the opportunity to gain visibility to senior leadership through regular updates on client initiatives and progress with the account. The contributions you will make as part of the Rebate Engagement team will position CVS Health as a leader in client satisfaction and service in the PBM marketplace.

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 - $112,200.00

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. 
 

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.

This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.


Additional details about available benefits are provided during the application process and on
Benefits Moments.

We anticipate the application window for this opening will close on: 12/18/2026

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

Skills Required

  • 2+ years of professional experience in PBM or healthcare operational and/or financial roles
  • 2+ years of experience performing in-depth research, investigation, analysis, and/or ad hoc reporting
  • Experience with Microsoft Office, particularly Microsoft Excel, including VLOOKUPs and pivot tables
  • Bachelor's degree or equivalent experience
  • Prior experience in a client-facing role
  • Demonstrated project management experience
  • Advanced Microsoft Excel skills, including pivot tables, advanced formulas, and maneuvering data sets
  • Prior Salesforce experience

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.

  • Healthcare Strength — Health coverage includes medical, dental, and vision plans, plus no-cost preventive care and virtual primary and mental-health services. Wellness offerings extend to MinuteClinic programs, gym discounts, and multiple no-cost counseling sessions.
  • Wellbeing & Lifestyle Benefits — Wellbeing resources such as confidential counseling, 24/7 support, fitness programs, and employee discounts are presented as part of a broad package. Education assistance, tuition reimbursement, and options to earn certain degrees with no out-of-pocket tuition further enhance total rewards.
  • Retirement Support — Retirement programs include a 401(k) savings plan with possible employer matching and an employee stock purchase plan. Financial coaching and related tools are highlighted to support long-term financial security.

CVS Health Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Woonsocket, RI
119,959 Employees
Year Founded: 1963

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.

Similar Jobs

CVS Health Logo CVS Health

Senior Analyst, Financial Operations - PDE Reporting

Fitness • Healthtech • Retail • Pharmaceutical
In-Office or Remote
47 Locations
119959 Employees
47K-112K Annually

World Wide Technology Logo World Wide Technology

Senior Oracle ERP Functional Analyst - IT Financial Operations

Big Data • Cloud • Hardware • Software • App development
Remote
United States
9000 Employees
92K-138K Annually

Huntress Logo Huntress

Showrunner / Senior Producer, B2B Livestreams

Information Technology • Cybersecurity
Easy Apply
Remote
United States of America
880 Employees
130K-140K Annually

HiBob Logo HiBob

Director of Product, FP&A

HR Tech • Information Technology • Professional Services • Sales • Software
Remote or Hybrid
US
1350 Employees

Similar Companies Hiring

OneImaging Thumbnail
Healthtech
Miami, FL
62 Employees
Golden Pet Brands Thumbnail
Digital Media • eCommerce • Information Technology • Marketing Tech • Pet • Retail • Social Media
El Segundo, California
567 Employees
Vitalize Thumbnail
Artificial Intelligence • Healthtech • Software
San Francisco, California
50 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account