Senior Analyst, Financial Operations

CVS Health Careers

. Partner with Sales, Finance, Trade, Reporting, Account Team, and rebate/financial/reporting operations teams to meet client requirements .

Posted 11/11/2026full-timeRemote • Illinois • United StatesSenior💰 $46,988 - $112,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client financial projects, including rebate reporting and invoicing, while leveraging advanced Excel skills for data analysis and trend identification. Proven ability to drive process improvements and manage complex client escalations effectively.

Highest-signal resume keywords

Client Financial Project ManagementAdvanced Microsoft Excel SkillsIn-Depth Research and AnalysisProject Management ExperienceClient-Facing Role Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Rebate ReportingFinancial ReconciliationData AnalysisTrend IdentificationProject TrackingVLOOKUPSPivot TablesAdvanced FormulasIssue ResolutionAd-Hoc Reporting

Soft Skills

Problem SolvingCommunicationCollaborationQuality InspectionProcess Improvement

Tools & Technologies

Microsoft OfficeSalesforce

Industry Keywords

PBMHealthcare OperationsFinancial RoleClient ExpectationsCross-Functional Collaboration

About the role

Key responsibilities & impact

Partner with Sales, Finance, Trade, Reporting, Account Team, and rebate/financial/reporting operations teams to meet client requirements
Manage and oversee client contracted rebate reporting, payment, reconciliation, client invoicing, and service warranty deliverables
Manage client financial projects, initiatives, and contract-related financial matters
Review and analyze reporting to identify trends and opportunities
Conduct quality inspection before client delivery
Drive process improvements and strategic projects based on trend analysis
Independently manage client issues, complex escalations, and projects
Triage Finance-specific Account Team requests
Develop solutions for complex client escalations and projects
Conduct lessons-learned and feedback meetings after issue resolution
Create and maintain issue and project tracking tools
Align client and project expectations with cross-functional partners
Escalate support needs and identified risks appropriately
Send weekly meeting agendas and notes
Provide regular summary updates to Finance leadership

Requirements

What you’ll need

2+ 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
Experience in Microsoft Office, particularly Excel
Ability to use VLOOKUPS and pivot tables in Excel
Bachelor's Degree or equivalent experience
Prior experience in a client-facing role preferred
Demonstrated project management experience preferred
Advanced Microsoft Excel skills, including pivot tables, advanced formulas, and maneuvering data sets preferred
Prior Salesforce use preferred

Benefits

Comp & perks

Medical coverage
Dental coverage
Vision coverage
Paid time off
Retirement savings options
Wellness programs
Other resources supporting physical, emotional, and financial well-being
CVS Health bonus, commission or short-term incentive program eligibility