Business Financials - Senior Analyst

CVS Health • Texas, Texas • 4d ago

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

CVS Health is seeking a Senior Analyst - Rebate Forecasting to join our PBM Financial Forecasting team. This individual contributor role is responsible for forecasting and underwriting rebates, serving as a subject-matter expert on rebate economics, and supporting the development of competitive, compliant rebate guarantees for prospective and existing clients.

In this high-impact role, you will collaborate closely with internal partners to ensure rebate offers are market-competitive, defensible, and executable. You will support all aspects of rebate forecasting-from analysis through finalization of rebate guarantees-and play a key role in translating complex formulary and contract strategies into clear financial outcomes.

Key Responsibilities

Develop rebate forecasts used in RFPs, renewals, market checks, and strategic pricing events .

Support underwriting by analyzing utilization data, formulary strategies, and rebate contract structures to project earned rebates and client guarantees.

Partner cross-functionally with Sales, Account Services, Underwriting, Trade, Legal, Finance, Proposals, and Clinical teams to align assumptions and pricing decisions.

Oversee the finalization of rebate guarantees , including documentation and support for contractual execution.

Provide clear, concise explanations of forecast drivers, risks, and variances to internal stakeholders and, as needed, external clients, consultants, and attorneys .

Perform advanced Excel-based modeling to extract, manipulate, and analyze large datasets and communicate insights.

Ensure forecasts are accurate, transparent, and audit-ready , documenting assumptions and known limitations.

Contribute to a collaborative team environment by sharing knowledge, mentoring junior analysts, and supporting continuous process improvement.

Required Qualifications

Bachelor's degree in Finance, Economics, Analytics, Business, or a related field .

3+ years of experience in healthcare analytics, PBM rebate forecasting, underwriting support, or financial modeling.

Strong proficiency in Microsoft Excel , including complex formulas and data analysis.

Ability to manage tight deadlines and competing priorities in a fast-paced environment.

Strong communication and presentation skills with the ability to explain complex financial concepts clearly.

Preferred Qualifications

Experience in PBM underwriting, rebate forecasting, or healthcare contracting .

Familiarity with formulary strategies, rebate guarantees, and specialty drug dynamics.

Prior experience supporting pricing events, RFPs, or client negotiations.

Experience working cross-functionally in a matrixed environment.

Education

Bachelor's degree in Finance, Economics, Analytics, Business, or a related field is strongly preferred

Anticipated Weekly Hours

Time Type

Full time

Pay Range

The typical pay range for this role is:

$46,988.00 - $102,000.00

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 (https://learn.bswift.com/cvshealth-mainland) .

We anticipate the application window for this opening will close on: 07/03/2026

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

CVS Health is an equal opportunity/affirmative action employer, including Disability/Protected Veteran - committed to diversity in the workplace.

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