Manager - Strategic Financial Planning & Investments

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time.

About the Role:

We are seeking a collaborative and results-driven Manager, Strategic Financial Planning & Investments to support key financial initiatives across the enterprise. In this remote role, you’ll contribute to financial modeling, capital planning, and business case development in support of high-impact projects. This is an excellent opportunity for a strategic thinker with a strong financial background to help drive data-informed decisions and operational efficiency at CVS/Aetna.

Key Responsibilities:

• Financial Planning & Analysis:
  Support the development of financial models and strategic frameworks that inform clinical services initiatives and enterprise planning. Participate in the preparation and analysis of multi-year capital plans.

• Investment & Capital Planning:
  Assist in coordinating the capital investment planning process across the organization. Partner with Finance and business leaders to ensure investments align with enterprise priorities.

• Portfolio Support & Performance Tracking:
  Help manage the investment portfolio by contributing to governance processes, compiling performance data, and supporting regular reporting on project status and outcomes.

• Business Case Development:
  Contribute to the preparation of business cases and cost-benefit analyses for new initiatives. Support value realization by tracking and reporting financial and operational outcomes.

• Collaboration & Communication:
  Collaborate across cross-functional teams and serve as a liaison between business stakeholders, finance, and strategy teams. Present data and insights in a clear, structured manner to support decision-making.

Location:

• This ia a work-from-home position and one can live anywhere in the United States.

Qualifications:

• 5+ years of experience in financial planning, strategic analysis, business consulting, or related fields

• Strong analytical and problem-solving skills, with the ability to interpret financial data and translate it into actionable insights

• Experience supporting enterprise-wide projects and cross-functional teams

• Proficient in Microsoft Excel, PowerPoint, and Word

• Effective written and verbal communication skills

• Highly organized and self-motivated with attention to detail

Education:

• Bachelor’s degree preferred in Finance, Business, Economics, or a related field

• Master’s degree or relevant certifications (e.g., CPA, CFA) are a plus, but not required

Anticipated Weekly Hours

Time Type

Pay Range

The typical pay range for this role is:

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

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