Lead Director, Enterprise Finance Managed Care

Lead Director Of Enterprise P&L Budgeting And Forecasting

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. 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. As Lead Director of Enterprise P&L Budgeting and Forecasting, you will lead the consolidation, strategic evaluation, in-depth analysis, and continuous evolution of the financial planning process including long-term strategic financials (MYR), annual operating plans (budget), and emerging risks and opportunities (R&Os). You will serve as the primary architect and driver of planning excellence across the enterprise, partnering closely with senior executives, business segment finance leaders, and shared services to ensure alignment with enterprise strategic imperatives and financial objectives. Additionally, you will have a focus on our Health Care Benefits (HCB) segment as the primary partner for the segment for all deliverables and analysis related to actuals, forecast, operating plan, and long-term projections. You will lead strategic analysis, with advanced actuarial analysis when necessary, to develop key business insights. You will oversee a high-performing team and serve as a key advisor to EPPM executive leadership, influencing financial narratives for internal and external stakeholders including the Board of Directors and investors.

Responsibilities

Enterprise Strategic Financials & Operating Plans Leadership

• Own and evolve the Enterprise FP&A strategic financials, ensuring accuracy and alignment with senior leaders across the segments including Segment CFOs.
• Leadership of Enterprise operating plan process, consolidation of segment budgets, thorough analysis of key drivers, and deep dive presentations to ELT.
• Continuous evaluation of enterprise-wide financial risks and opportunities.
• Support the development of enterprise guidance, segment targets, and strategic plan priorities in alignment with the EPPM roadmap.

Financial Analysis & Strategic Insights

Process Innovation & Governance

Team Leadership & Talent Development

Success Profile

Proven ability to lead complex, enterprise-wide financial planning initiatives with measurable impact. Deep expertise in the Health Care Benefits business, preferably across multiple lines of business, including ability to translate "Date of Service" and "Financial Statement" data seamlessly. Exceptional executive presence and communication skills, with a track record of influencing executive decisions. Strategic thinker who can "go beyond the spreadsheet" to craft compelling narratives and business cases. Collaborative leader who builds trust and alignment across diverse stakeholder groups.

Qualifications

Required : 10+ years of managed care industry knowledge. 2+ years of financial budgeting and / or forecasting experience. Preferred : Actuarial background, including certifications (FSA or ASA). FP&A planning technology experience, including Hyperion, SAP / S4, and / or Anaplan systems. Education : Bachelor's Degree required; equivalent work experience may substitute.

Pay Range : The typical pay range for this role is : $100,000.00 - $231,540.00

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.

We anticipate the application window for this opening will close on : 11 / 26 / 2025 Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws. We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex / gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.