Director of Investment Solutions at Farther leading high - impact initiatives and supporting financial advisors. Responsible for organizational improvement and investment frameworks.
About the role
- Executive Director, CFO providing financial leadership for Specialty, Mail, and 340B businesses at CVS Health. Leading a team of financial professionals to improve organizational effectiveness and manage financial results.
Responsibilities
- Serve as a CFO for a $90B business unit, providing strategic financial leadership and operational oversight.
- Ownership of key inputs into the multi-year plan, Annual operating plan and quarterly forecasting.
- Assists in the preparation of monthly financial packages to be presented to senior leaders.
- Develops revenue/expense analyses, projections, reports, and presentations on a monthly, quarterly, and annual basis and ensures financial data accuracy.
- Identifies trends and developments in competitive environments and presents findings to senior leaders.
- Carries out ad-hoc financial planning and/or analysis of projects of varying nature and complexity which may include financial metrics, process improvement initiatives, competition, etc.
- Manage and oversee the development of team talent and providing training/ learning opportunities, striving for a high-performance, and a sustainable organization that meets its strategic and operational goals and objectives.
Requirements
- 15+ years of prior professional work experience in Corporate Finance, or similar function
- 8+ years of budgeting, forecasting and analytics experience
- 5+ years leadership and team development experience
- Bachelor’s Degree in Finance, Accounting, Economics, or related field required.
- Previous Pharmacy or healthcare experience (preferred).
Benefits
- Affordable medical plan options
- 401(k) plan (including matching company contributions)
- Employee stock purchase plan
- No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
- 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.
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