Note: The job is a remote job and is open to candidates in USA. CVS Health is a health solutions company focused on creating a more connected, convenient, and compassionate health care experience. The Senior Analyst, Financial Operations & Analysis supports financial performance analysis, reporting, forecasting, and strategic initiatives across designated regions, including center-level reporting and ad hoc analyses for leadership.
Responsibilities
- Assist the Senior Manager in communicating and interpreting financial results to field leaders within two assigned Divisions
- Prepare materials for and attend recurring touchbases with field leadership to align on financial strategy and performance
- Support initiatives to research performance trends and conduct ad-hoc financial analyses requested by Divisional Presidents (DPs), Regional Vice Presidents (RVPs), and Senior Medical Directors (SMDs)
- Assist in developing and preparing new educational materials and working sessions to address learning gaps for field leaders on topics related to drivers of financial performance
- Support the Senior Manager as the dedicated financial Subject Matter Expert (SME) during the Onboarding process of any newly hired field leader, such as RVPs
- Support the generation and preparation of center-level financial reporting, including projections
- Assist in the compilation and updating of reporting, including the transition of reporting platforms in close collaboration with the FP&A Team
- Focus on generating financial reporting and projections by center cohort
- Support Priority Center reviews by compiling reports, extracting key takeaways, and preparing executive discussion content (e.g., related to market or payor contracting challenges)
- Assist in developing Pro forma projections as needed for priority centers
- Track improvement/deterioration rates for priority centers and benchmark performance against peers
- Assist in managing JV Reporting (actuals & projections)
- Assist with the revision and maintenance of the Drivers of Profitability model
- Assist in initiatives to enhance field financial reporting templates with an emphasis on visibility into variances in relation to certain benchmarks, such as financial budgets or center J-Curves
- Support the development of solutions to quickly generate center-level patient contribution outputs from any budget or forecast model that aggregates to formal submissions, enabling assessment by center cohort
- Support the Senior Manager as a POC in assisting Oak Street Health’s CFO, COO, on various ad hoc requests or program evaluations
- Support the Senior Manager as a POC for Oak Street Health’s Data Science (DS) team on project evaluations or any other team leveraging member-level or center-level financial data
- Prepare ad hoc KPI or financial reporting materials for leadership meetings and Ad Hoc Projects/Program Evaluations (e.g., Visit redesign initiatives)
Skills
- * 3-5 years of healthcare finance experience; value-based care or Medicare Advantage experience a plus
- * Strong understanding of financial analysis, modeling, and forecasting, including experience with budget development, profitability drivers, and variance analyses
- * Technical Proficiency: Advanced skills in Microsoft Excel and proven experience with financial planning and reporting systems (e.g., Adaptive, Tableau, or similar BI/visualization tools). Familiarity with data querying/management tools is a plug (e.g., SQL, Alteryx)
- * Communication and Presentation: Strong verbal and written communication skills with the ability to translate financial results into clear, actionable insights for the team and internal stakeholders. Experience assisting in the development of educational/training materials is required
- * Teamwork and Execution: Proven ability to manage personal workload, prioritize tasks, and contribute effectively as part of a team in cross-functional projects
- * Strategic Thinking & Problem-Solving: Ability to conduct or support ad-hoc analyses, identify performance trends, and assist in developing reporting solutions and enhancements
- * Education & Experience: Bachelor's Degree; Finance, Accounting, Economics or related quantitative field preferred
Benefits
- This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
- Medical, dental, and vision coverage
- Paid time off
- Retirement savings options
- Wellness programs
- Other resources, based on eligibility
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