Senior Manager, Strategic Financial Planning & Investment

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.

As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.

Position Summary:

This role is hybrid and will require working from the office 3 days a week. Candidates must reside within commutable distance of a CVS/Aetna location.

We are looking for a dynamic and highly experienced Senior Manager, Strategic Financial Planning & Investments to join our team at CVS/Aetna. 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.

Responsibilities:

• 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.

Required Qualifications:

• 5+ 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.

Preferred Qualifications:

• Master’s degree preferred, but not required.
• Certifications or licensure in relevant disciplines are a plus.

Pay Range

The typical pay range for this role is:

$75,400.00 - $199,144.80

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 our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:

• Affordable medical plan options, a 401(k) plan (including matching company contributions), and an 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.

For more information, visit https://jobs.cvshealth.com/us/en/benefits

We anticipate the application window for this opening will close on: 04/30/2025

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