At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.

As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.

Role Description:

The Sr Financial Analyst, FP&A will play an important part in the continued progress and growth of Oak Street Health. This role will own and be responsible for capital budgeting, forecasting and analysis of data that aligns Oak Street’s business process and strategic goals with our financial goals.  Through partnerships with both finance and cross-functional colleagues, this role will be critical in both understanding and optimizing the financial performance of the organization.  The ideal candidate will have relevant functional experience (including experience developing and utilizing Adaptive Planning forecasting and reporting capabilities), be self-directed, and enjoy working with a team in a fast-paced environment.

Core Responsibilities:

• Primary responsibility to oversee the lifecycle of capital reporting and analysis of monthly results (financial performance, variance to expectations, trending, KPIs, etc), as well as creation of monthly results packages for executive leadership and operational teams, with a focus on providing relevant insights that drive business decisions surrounding capital expenditures.  

• Support of all relevant capital planning cycles (long-range planning, annual budgets, quarterly forecasts, etc.) working with other FP&A team members and cross-functional partners to establish assumptions and create operational buy-in.

• Ongoing business/investment decision support through pro-forma creation, ROI analysis, sensitivity analysis, valuation, etc.

• Partner with operational leads and leverage financial expertise to drive strategic decisions and provide actionable recommendations to business partners
• Contribute to the streamlining of our financial systems, including developing additional functionality, and maintaining existing tools
• Handling ad hoc requests and other duties as assigned.

What are we looking for?

We’re looking for motivated analysts with:

• 2-5 years of experience preferred
• Bachelor’s degree required
• Experience in a highly-analytical, fast-paced environment
• Efficient in understanding P&L and Balance Sheet variances
• Excellent problem-solving and analytical skill sets
• Comfort with large data sets and ability to transform data into information and recommendations
• Strong communication and presentation skills; ability to explain financial data/information to a non-financial audience
• Ability to take direction, push analyses/processes to the next step independently
• Comfort in “managing-up” and working with senior leaders
• Highly proficient with Microsoft suite and Adaptive Planning; experience with Workday, SAP, SQL, Alteryx, VBA, Python, and/or other financial analytical tools a plus
• US work authorization
• Someone who embodies being “Oaky”

Anticipated Weekly Hours

40

Time Type

Full time

Pay Range

The typical pay range for this role is:

$46,988.00 - $112,200.00

This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls.  The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors.  This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. 
 

Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.

Great benefits for great people

We take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:

• Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.

• No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.

• Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.

For more information, visit https://jobs.cvshealth.com/us/en/benefits

We anticipate the application window for this opening will close on: 09/23/2025

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.