Senior Manager, Enterprise Capital Planning

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.

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  Lead month-end close and capital reporting. Coordinate actuals validation, reconciliations, variance analysis, and management reporting; partner with accounting and segment teams to ensure results are accurate, timely, and understood.

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  Lead forecasting and Operating Plan support. Coordinate, consolidate, review, and analyze quarterly forecasts and annual Operating Plan submissions; evaluate investment pacing, funding needs, affordability, risks, and opportunities.

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  Deliver executive reporting and portfolio insights. Develop concise materials on spending, performance, milestones, risks, and required actions for senior leadership and capital governance forums.

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  Support investment analysis. Review business cases and project economics, challenge material assumptions, and identify gaps or inconsistencies requiring resolution or escalation.

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  Monitor portfolio performance. Connect approved plans to actual investment, expected benefits, and key delivery milestones; identify emerging issues and support follow-up with project and segment teams.

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  Maintain data governance and reporting integrity. Apply consistent definitions, controls, reconciliations, and documentation across capital actuals, forecasts, and management reporting.

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  Serve as a functional SME for capital planning systems. Partner with enablement and technology teams to prioritize practical enhancements, resolve issues, improve adoption, and reduce manual reporting effort.

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  Build cross-functional alignment and team capability. Influence stakeholders without direct authority and provide coaching, work review, and knowledge transfer to analysts or rotational colleagues as assigned.

• 7+ years of relevant work experience in finance or related discipline.

• Experience leading complex financial reporting, forecasting, planning, or portfolio processes involving multiple stakeholders and tight deadlines.

• Strong financial analysis and modeling skills, including the ability to evaluate investment assumptions and synthesize results into management insights.

• Advanced Microsoft Excel and PowerPoint skills, including data reconciliation, scenario analysis, and executive presentation development.

• Ability to work independently, exercise sound judgment, influence partners, and communicate complex information clearly.

• Experience with FP&A, enterprise capital planning, portfolio reporting, business case evaluation, or benefits realization.

• Experience with Anaplan, SAP, SAP Analysis for Office, Power BI, Oracle, Hyperion, or comparable planning and reporting tools.

• Knowledge of capital accounting and the P&L, cash flow, depreciation, and balance sheet implications of capital investments.

• Experience improving financial processes, reporting automation, data governance, or systems capabilities.

• Bachelor’s degree or equivalent experience in Finance, Accounting, Business, Economics, or a related field required.

• MBA, CPA, CFA, or another relevant advanced degree or professional designation preferred.

The typical pay range for this role is: