Senior Analyst, Financial Operations

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Collaborate with Sales, Finance, Trade, Reporting, Account Team, and rebate/financial/reporting operations teams to fulfill client needs.

• Oversee and manage client contracted rebate reporting, payments, reconciliations, client invoicing, and service warranty deliverables.

• Handle client financial projects, initiatives, and matters related to contracts.

• Analyze reports to identify trends and opportunities.

• Perform quality inspections prior to client delivery.

• Implement process enhancements and strategic projects informed by trend analysis.

• Independently address client issues, complex escalations, and project management.

• Manage Finance-specific Account Team requests effectively.

• Develop solutions for intricate client escalations and project challenges.

• Conduct post-resolution lessons-learned and feedback sessions.

• Establish and maintain tools for tracking issues and projects.

• Align client and project expectations with cross-functional stakeholders.

• Appropriately escalate support needs and identified risks.

• Distribute weekly meeting agendas and notes.

• Provide regular summary updates to Finance leadership.

⛳️ Requirements

• Minimum of 2 years of professional experience in PBM/healthcare operational and/or financial roles.

• At least 2 years of experience conducting thorough research, analysis, and/or ad-hoc reporting.

• Proficient in Microsoft Office, especially Excel.

• Ability to utilize VLOOKUPS and pivot tables in Excel.

• Bachelor's Degree or equivalent experience required.

• Experience in a client-facing role is preferred.

• Demonstrated experience in project management is preferred.

• Advanced skills in Microsoft Excel, including pivot tables, complex formulas, and data manipulation are preferred.

• Previous experience with Salesforce is preferred.

🏝️ Benefits

• Medical coverage

• Dental coverage

• Vision coverage

• Paid time off

• Retirement savings options

• Wellness programs

• Additional resources to support physical, emotional, and financial well-being

• Eligibility for CVS Health bonus, commission, or short-term incentive programs