Sr. Manager, Investment Planning & Portfolio Management

Job Posted 2 Days Ago Reposted 2 Days Ago
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6 Locations
75K-199K Annually
Senior level
Fitness • Healthtech • Retail • Pharmaceutical
The Role
The Sr. Manager for Investment Planning & Portfolio Management is responsible for designing financial models, overseeing capital planning processes, and providing performance reporting. This role requires leadership in managing complex initiatives and strategic problem-solving in financial analytics with an emphasis on relationship management at a senior level.
Summary Generated by Built In

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.

Accountable for designing conceptual financial, economic models and strategic frameworks for clinical services organization. Supports multi-year Enterprise capital planning process for large scale and complex high value initiatives, and parts of strategic initiatives that impacts the delivery of products and services to the internal and external environment. Responsible for providing guidance, performance and status reporting, overseeing multi-initiative and capability roadmaps and presenting to formal Enterprise governance structures.
Required Qualifications

  • 5+ years experience with several of the following methodologies: management consulting, project consulting, business process consulting, financial strategic analysis, mergers and acquisitions, strategic business planning, and/or risk management consulting.
  • Demonstrated relationship management skills at the senior level; capacity to quickly build and maintain credible relationships at varying levels of the organization simultaneously.
  • Demonstrated leadership with relevant initiatives: Business process, enterprise business project management/consulting, financial strategic planning and analysis, mergers and acquisitions, strategic planning, risk management. Demonstrated superior business process, project management and organizational redesign experience.
  • Demonstrated experience successfully implementing change in complex organizations. Experience with enterprise-wide and/or cross-functional large scale initiatives with high degree of complexity.
  • 5+ years of experience with financial analytics/Investments, financial modeling.
  • Strategic, problem solver, analytical, financially data driven.
  • Advanced technical skills: Microsoft suites (excel, power point, word).
  • Excellent communication skills (oral, written). Ø Flexible, adaptable, and a strong individual contributor

Preferred Qualifications
Excellent communication skills (oral, written). Ø Flexible, adaptable, and a strong individual contributor
Education

Masters degree preferred, but not required.

College degree. Appropriate licensure or certification by discipline preferred

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: 03/31/2025

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

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The Company
HQ: Woonsocket, RI
119,959 Employees
On-site Workplace
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.

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