Branch Consultant promoting financial products and providing high - level client service in a branch context. Focused on client optimisation and cross selling for market share increase.
About the role
- Lead Director of Enterprise P&L Budgeting and Forecasting managing financial planning for CVS Health. Collaborating with executives and finance leaders on strategic financials and analyses.
Responsibilities
- Lead the consolidation, strategic evaluation, in-depth analysis, and continuous evolution of the financial planning process.
- Serve as the primary architect and driver of planning excellence across the enterprise.
- Focus on the Health Care Benefits (HCB) segment as the primary partner for deliverables and analysis.
- Oversee a high-performing team and serve as a key advisor to EPPM executive leadership, influencing financial narratives for stakeholders.
- Champion planning process transformation by streamlining workflows, enhancing coordination, and embedding best practices.
Requirements
- 10 + years of managed care industry knowledge.
- 2 + years of financial budgeting and/or forecasting experience.
- Actuarial background, including certifications (FSA or ASA).
- FP&A planning technology experience, including Hyperion , SAP/S4 , and/or Anaplan systems.
- Bachelor’s Degree required; equivalent work experience may substitute.
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.
- 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.
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