Provide analytical support for Global Markets within Bank of America. Responsibilities include research, reporting, and support for sales, trading, and underwriting.
About the role
- Manager of FinOps for CVS Health overseeing client contractual obligations and operating within cross-functional teams. Ensure compliance and manage complex financial projects in the healthcare domain.
Responsibilities
- Partner with internal cross-functional areas such as Sales, Finance, Trade and Reporting to ensure all client requirements are met and supported
- Review and analysis of reporting to identify trends and opportunities, plus quality inspection prior to client delivery
- Solve for opportunities identified through trend analysis – process improvement / strategic projects
- Independently manage client issues and projects with little involvement from leadership
- Triage of Finance specific Account Team requests
- Support multiple complex client escalations and projects– requiring “outside of the box” solutions and ideas
- Conduct “lessons learned” and feedback meetings post resolution of issues to improve processes for the future
- Create and maintain issue and project tracking support tools as needed (Milestone Report/CRAID/Agendas/etc.)
- Partner with cross-functional partners to align on client and project expectations
- Escalate appropriately when support is needed or risk is identified, linear and/or cross-functional escalation
- Send weekly meeting agenda and meeting notes 24hrs prior and after meeting takes place
- Regular summary updates to Finance leadership
Requirements
- 5+ years of professional experience in PBM/healthcare operational and/or financial role(s)
- 2+ years of experience performing in-depth research, investigation, analysis, and/or ad-hoc reporting
- 2+ years of experience in Microsoft Office, particularly Excel
- Prior experience in client-facing role
- Demonstrated project management experience
- Advanced Microsoft Excel skillset including pivot-tables, advanced formulas, and maneuvering data sets
- Prior Salesforce use
- Bachelor's Degree or Equivalent Experience
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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