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:
As Lead Director of Enterprise P&L Budgeting and Forecasting, you will lead the consolidation, strategic evaluation, in-depth analysis, and continuous evolution of the financial planning process - including long-term strategic financials (MYR), annual operating plans (budget), and emerging risks and opportunities (R&Os). You will serve as the primary architect and driver of planning excellence across the enterprise, partnering closely with senior executives, business segment finance leaders, and shared services to ensure alignment with enterprise strategic imperatives and financial objectives.
Additionally, you will have a focus on our Health Care Benefits (HCB) segment as the primary partner for the segment for all deliverables and analysis related to actuals, forecast, operating plan, and long-term projections. You will lead strategic analysis, with advanced actuarial analysis when necessary, to develop key business insights. You will oversee a high-performing team and serve as a key advisor to EPPM executive leadership, influencing financial narratives for internal and external stakeholders including the Board of Directors and investors.
Responsibilities:
Enterprise Strategic Financials & Operating Plans Leadership
Own and evolve the Enterprise FP&A strategic financials, ensuring accuracy and alignment with senior leaders across the segments - including Segment CFOs.
Leadership of Enterprise operating plan process, consolidation of segment budgets, thorough analysis of key drivers, and deep dive presentations to ELT.
Continuous evaluation of enterprise-wide financial risks and opportunities.
Support the development of enterprise guidance, segment targets, and strategic plan priorities in alignment with the EPPM roadmap.
Financial Analys is & Strategic Insights
Partner with senior leaders across segments-especially Health Care Benefits-to translate actuals, forecasts, and long-term projections into strategic insights.
Develop robust and accuratefinancial analysis, including advanced actuarial analysis when necessary, to shape financial messaging and recommendations for quarterly earnings, Investor Day, and Board meetings.
Process Innovation & Governance
Champion planning process transformation by streamlining workflows, enhancing coordination, and embedding best practices across the enterprise.
Ensure consistency, accuracy, and timeliness of deliverables through robust governance and stakeholder alignment.
Team Leadership & Talent Development
Build and mentor a high-impact team of FP&A professionals, fostering a culture of analytical excellence, innovation, and collaboration.
Drive capability development across the function, including advanced financial modeling, scenario planning, and executive storytelling.
Success Profile:
Proven ability to lead complex, enterprise-wide financial planning initiatives with measurable impact.
Deep expertisein the Health Care Benefits business, preferably across multiple lines of business, including ability to translate "Date of Service" and "Financial Statement" data seamlessly.
Exceptional executive presence and communication skills, with a track record of influencing executive decisions.
Strategic thinker who can "go beyond the spreadsheet" to craft compelling narratives and business cases.
Collaborative leader who builds trust and alignment across diverse stakeholder groups.
Required Qualifications:
10+ years of managed care industry knowledge.
2+ years of financial budgeting and/or forecasting experience.
Preferred Qualifications:
Actuarial background, including certifications (FSA or ASA).
FP&A planning technology experience, including Hyperion, SAP/S4, and/or Anaplan systems.
Education:
Bachelor's Degree required; equivalent work experience may substitute.
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 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: 11/26/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
