Manager, Financial Planning & Analysis, Reconciliation

CVS Health

. Lead month-end, quarter-end, and year-end reconciliation processes for claims, working capital, and related balance sheet accounts .

Posted 10/22/2026full-timeRemote • Maryland • United StatesMid-LevelSenior💰 $66,330 - $145,860 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in account reconciliation, financial accounting, and developing standard operating procedures (SOPs) for reconciliation processes. Proficient in utilizing advanced Excel functions and SQL for data analysis and validation, while providing mentorship and support for team development.

Highest-signal resume keywords

Account ReconciliationFinancial AccountingSOP DevelopmentExternal Audit SupportAdvanced Excel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ReconciliationFinancial AccountingSOP DevelopmentSQLGeneral LedgerFinancial ReportingData AnalysisReconciliation AutomationAudit-Ready WorkpapersHealthcare Finance

Soft Skills

Strong Communication SkillsAdaptabilityMentorshipTeam Support

Tools & Technologies

ExcelData WarehouseFinancial Reporting Systems

Industry Keywords

OPMOIGAUP AuditHealthcare FinanceClaims Reporting

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Lead month-end, quarter-end, and year-end reconciliation processes for claims, working capital, and related balance sheet accounts
Research, analyze, and resolve reconciling items and financial variances with data owners
Address and clear reconciliation backlogs, including aged or complex outstanding items
Develop, document, and maintain reconciliation procedures, SOPs, templates, and preparer/reviewer standards
Identify reconciliation and control gaps and recommend process improvements
Provide reconciliation documentation and support for OPM, OIG, and agreed-upon procedures engagements
Serve as a key contact for external auditors on reconciliation matters
Partner with IT and Business Analysis to automate manual reconciliation activities and improve data quality and reliability
Provide guidance, training, and mentorship to analysts
Participate in departmental and cross-functional projects
Report to the Lead Director, FP&A, and collaborate with Claims Reporting, IT & Business Analysis, and other stakeholders

Requirements

What you’ll need

5+ years of experience in account reconciliation, financial accounting, or related discipline, including complex and high-volume reconciliations
Experience resolving aged variances and addressing reconciliation backlogs
Experience developing SOPs, reconciliation standards, controls, and supporting documentation
Experience supporting external audits
Strong written and verbal communication skills
Ability to adapt to changing priorities, learn new skills, and support team members’ professional development
Healthcare or health insurance finance experience preferred
Familiarity with OPM, OIG, or AUP audit environments preferred
Advanced proficiency in Excel, including lookups, pivot tables, and reconciliation templates for large datasets
Experience with SQL or similar tools to extract, analyze, and validate claims and financial data
Experience with general ledger and financial reporting systems
Working knowledge of data warehouse environments and reconciliation automation
Ability to develop clear, well-organized, audit-ready workpapers and support documentation
Bachelor’s degree in accounting, Finance, or a related field required, or equivalent years of related experience

Benefits

Comp & perks

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