Manager, Shared Services FP&A

CVS Health

. Lead forecasting, budgeting, monthly close, and strategic planning activities for an assigned business portfolio .

Posted 10/9/2026full-timeUnited StatesMid-LevelSenior💰 $66,330 - $145,860 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and variance analysis, while effectively translating financial data into actionable business insights. Proven ability to lead cross-functional initiatives and manage complex budgets across multiple functions.

Highest-signal resume keywords

Financial Planning And AnalysisBudget ManagementVariance AnalysisSAP ExperienceAdvanced Excel Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingCost ManagementData ValidationPerformance AnalysisProcess Improvement

Soft Skills

Analytical AbilitiesProblem-SolvingStakeholder PartnershipAccountabilityCommunication

Tools & Technologies

WorkivaS/4HANAAnaplanWorkdayTableau

Industry Keywords

Finance TransformationPMO GovernanceBusiness OperationsStrategic PlanningExecutive Presentation

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Lead forecasting, budgeting, monthly close, and strategic planning activities for an assigned business portfolio
Partner with business and finance leadership to explain performance, identify risks and opportunities, and recommend cost management actions
Streamline financial planning and analysis processes while enhancing data accuracy and efficiency
Own end-to-end consolidation of broader team reporting for $1B+ Shared Services budgets across 9 functional areas
Improve data quality, validation, reporting speed, and automation capabilities within Workiva
Identify opportunities to streamline manual reporting activities
Manage special finance projects and ad-hoc requests
Co-lead Central Office Management and the PMO operating model
Coordinate across the finance team to meet enterprise deliverables, deadlines, and leadership requests
Manage initiative governance, milestone tracking, and status reporting
Drive accountability and follow-through across initiative owners
Identify opportunities to simplify, standardize, and scale organizational operations

Requirements

What you’ll need

5+ years of related experience in financial planning and analysis, accounting, business planning, or a related finance discipline
3+ years of experience managing a budget or business portfolio through close, forecasting, budgeting, and strategic planning cycles
Experience identifying risks, opportunities, and key business drivers
3+ years of variance analysis, cost management, financial modeling, and translating results into actionable business insights and recommendations
2+ years of experience with SAP
Strong financial acumen
Advanced Excel and PowerPoint skills
Exceptional analytical and problem-solving abilities
Proven track record leading cross-functional initiatives and building stakeholder partnerships
Ability to translate financial data into actionable business recommendations and present at executive level
Willingness to travel up to 10%, including air travel
Bachelor’s degree in Finance, Business Management, Accounting or related field required; or equivalent work experience
Experience in finance transformation, business operations, PMO governance, project management, or process improvement
Experience managing complex budgets and consolidating financial inputs across multiple functions
Working knowledge of S/4HANA, Anaplan, Workday, Workiva, and Tableau
Flexibility to learn new functions, systems, and processes and take on evolving responsibilities

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