Senior Analyst, Financial Operations

CVS Health

. Partner with Sales, Finance, Trade, and Reporting to ensure client requirements are met .

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client management, project oversight, and data analysis within the PBM and healthcare sectors. Proficient in utilizing advanced Microsoft Excel for reporting and analysis while driving process improvements to enhance client satisfaction.

Highest-signal resume keywords

Client ManagementProject ManagementAdvanced Microsoft ExcelData AnalysisPBM/Healthcare Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisVLOOKUPSPivot TablesProject ManagementIn-Depth ResearchAd-Hoc Reporting

Soft Skills

Problem SolvingCommunicationCollaboration

Tools & Technologies

Microsoft OfficeSalesforceMilestone ReportsCRAIDs

Industry Keywords

PBMHealthcareOperational RoleFinancial RoleClient Escalations

About the role

Key responsibilities & impact

Partner with Sales, Finance, Trade, and Reporting to ensure client requirements are met
Review and analyze reporting to identify trends and opportunities
Perform quality inspection before client delivery
Address opportunities through process improvement and strategic projects
Independently manage client issues and projects
Triage Finance-specific Account Team requests
Support complex client escalations and projects
Conduct lessons-learned and feedback meetings after issue resolution
Create and maintain issue and project tracking tools, including Milestone Reports, CRAIDs, and agendas
Align with cross-functional partners on client and project expectations
Escalate support needs and identified risks appropriately
Send weekly meeting agendas and meeting notes before and after meetings
Provide regular summary updates to Finance leadership
Drive reduction in client escalations and improve client satisfaction

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 with Microsoft Office, particularly Excel
Must know how to do VLOOKUPS and pivot tables
Prior experience in a client-facing role preferred
Demonstrated project management experience preferred
Advanced Microsoft Excel skillset including pivot tables, advanced formulas, and maneuvering data sets preferred
Prior Salesforce use preferred
Bachelor’s Degree or equivalent experience
Ability to work 40 hours per week

Benefits

Comp & perks

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