Manager, Strategic and Resource Planning

CVS Health

Manager leading team for financial planning and resource allocation at CVS Health. Ensuring accurate forecasting and budgeting for clinical programs and support cost centers.

Posted 4/24/2026full-timeRemote • Arizona, Illinois, Ohio, Rhode Island, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $60,300 - $145,860 per yearWebsite

About the role

Key responsibilities & impact

Lead, coach, and develop a team of analysts supporting production support cost centers and clinical programs cost centers; set priorities, clarify ownership, and ensure timely, high-quality deliverables.
Own the planning cadence for supported cost centers, including annual budget development and periodic reforecasts; establish assumptions, document methodologies, and coordinate inputs with Finance and Operations partners.
Monitor actual spend and operational drivers; identify risks, trends, and opportunities, and recommend corrective actions to maintain alignment with financial targets.
Translate complex financial and operational data into clear narratives, executive-ready materials, and recommendations for leaders and stakeholders.
Drive standardization and continuous improvement of forecasting models, templates, and reporting processes to improve accuracy, transparency, and efficiency.
Serve as Strategic Planning lead for Power BI dashboard development: define requirements, partner with data owners, design measures and visuals, validate outputs, and manage iteration based on stakeholder feedback.
Establish and maintain data governance for reporting (definitions, refresh cadence, controls, and documentation) to ensure consistent and trusted insights across Strategic Planning.
Partner cross-functionally with other Strategic Planning teams to align metrics, assumptions, and reporting standards; support ad hoc analyses and strategic initiatives as needed.

Requirements

What you’ll need

5+ years of experience in forecasting, budgeting, financial planning, resource planning, or an equivalent analytical planning role
2+ years of people leadership experience (direct management of analysts or comparable leadership responsibility)
Demonstrated experience managing cost center forecasts and performing variance/root-cause analysis
Advanced Excel skills (e.g., complex formulas, pivot tables, data validation, and model maintenance)
Power BI experience building and maintaining dashboards (data modeling concepts, DAX measures, report design, and stakeholder requirements gathering)
Experience collaborating cross-functionally with Finance and Operations and presenting findings to leadership

Benefits

Comp & perks

medical, dental, and vision coverage
paid time off
retirement savings options
wellness programs
comprehensive benefits package based on eligibility

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

forecastingbudgetingfinancial planningresource planningvariance analysisroot-cause analysisadvanced ExcelPower BIdata modelingDAX measures

Soft Skills

leadershipcoachingcommunicationcollaborationanalytical thinkingproblem-solvingprioritizationdocumentationpresentation skillsstrategic planning