Financial Operations Analyst

CVS Health

. Manage operational ticket queues through Salesforce Case work .

Posted 11/10/2026full-timeRemote • United StatesJunior💰 $43,888 - $93,574 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing operational ticket queues and client-specific tasks within a PBM revenue cycle environment, utilizing advanced Microsoft Excel skills for data analysis and reporting. Proven ability to collaborate across functions, resolve issues, and improve processes to support enterprise objectives.

Highest-signal resume keywords

PBM Revenue Cycle ExperienceAdvanced Microsoft Excel SkillsProject Documentation CreationCross-Functional CollaborationProcess Improvement Identification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Operational Ticket ManagementData AnalysisProject DocumentationCycle Issue ResolutionRevenue-Cycle ProcessesPivotTablesV-LookupFiltersMacrosSAP HANA

Soft Skills

Self-StarterGoal-OrientedEffective CommunicationRelationship BuildingProblem-Solving

Tools & Technologies

SalesforceMicrosoft ExcelSAPAccessSAS

Certifications & Qualifications

High School DiplomaGEDBachelor's Degree

Industry Keywords

FinanceRevenue Cycle ManagementClient SupportOperational EfficiencyCross-Functional Teams

About the role

Key responsibilities & impact

Manage operational ticket queues through Salesforce Case work
Manage client-specific tasks
Flex work hours to meet client invoice and report cadence
Complete occasional weekend and extended-hour work when required by client tasks and applicable SLAs
Document, review, and resolve cycle processing errors with internal partners
Monitor assigned client tasks
Support the PBM Billing Cycle through project work, cycle issue resolution, and larger initiatives
Provide first-line support for issues involving assigned tasks and case work
Collaborate with Billing Production Advisors and Finance IT to support, review, and improve revenue-cycle processes
Interface with multiple business units and participate in or conduct conference calls
Establish rapport with internal and external partners
Create work instruction documentation
Identify, initiate, and follow through on issues supporting projects aligned with enterprise objectives
Identify process inefficiencies and recommend resolutions to management
Work within cross-functional teams to resolve issues with broad organizational impact

Requirements

What you’ll need

1+ years of experience in a Finance related field
Experience working in Microsoft Excel
Experience in PBM revenue cycle environment preferred
Experience creating, reviewing, and approving project documents, reporting, and work instructions preferred
Experience with SAP and SAP HANA, Access, and SAS is a plus
Self-starter, goal-oriented, and able to manage multiple assignments with strict deadlines
Intermediate to expert level in Microsoft Excel
Experience using PivotTables, V-Lookup, Filters, and Macros
High Diploma or GED required
Bachelor's degree 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 in addition to base pay