Senior Analyst, Financial Operations

This is a fully remote position, open to applicants in Alabama, +38 more locations.

📋 Description

• Collaborate with Sales, Finance, Trade, and Reporting teams to fulfill client requirements

• Analyze reporting to uncover trends and potential opportunities

• Conduct quality inspections prior to client delivery

• Identify opportunities for improvement through process enhancements and strategic initiatives

• Manage client issues and projects independently

• Prioritize Finance-specific requests from the Account Team

• Assist with complex client escalations and projects

• Facilitate lessons-learned sessions and feedback meetings following issue resolution

• Develop and maintain tracking tools for issues and projects, including Milestone Reports, CRAIDs, and agendas

• Coordinate with cross-functional partners regarding client and project expectations

• Appropriately escalate support needs and identified risks

• Distribute weekly meeting agendas and notes before and after meetings

• Provide consistent summary updates to Finance leadership

• Aim to reduce client escalations and enhance client satisfaction

⛳️ Requirements

• Minimum of 2 years of professional experience in a PBM/healthcare operational and/or financial role

• At least 2 years of experience in conducting in-depth research, investigation, analysis, and/or producing ad-hoc reports

• Proficiency in Microsoft Office, with a focus on Excel

• Familiarity with VLOOKUPS and pivot tables is essential

• Previous experience in a client-facing role is preferred

• Proven project management experience is preferred

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

• Prior experience with Salesforce is preferred

• Bachelor’s Degree or equivalent work experience is required

• Capability to work a 40-hour week

🏝️ Benefits

• CVS Health bonus, commission, or short-term incentive program in addition to base salary

• Comprehensive medical coverage

• Dental insurance

• Vision insurance

• Paid time off

• Retirement savings options

• Wellness programs

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