CVS Health

Financial Planning and Analysis

• Responsible for leading the Medicare Investment Management process
• Facilitating and driving the completion of business cases to support Medicare’s strategic programs
• Manage the day-to-day activities of the Medicare investment management team
• Provide leadership and direction to a team on business case best practices
• Look for opportunities to continuously improve the process
• Serving as process owner for all investment management activities
• Collaborating and partnering with both the Medicare Finance team and the Capital Planning team
• Create and manage the $100M+ Medicare investment portfolio throughout the year
• Facilitate the annual strategic investment ideation process
• Lead the business case creation process for assigned teams
• Collaborate with IT to estimate initiative costs
• Partner with Medicare Finance to quantify benefits
• Manage financials on a monthly and quarterly basis
• Prepare executive-level presentations to support the investment portfolio
• Assess risks and opportunities, recommending funding reallocations as needed

Lead Director, Business Consulting – Medicare Investment Management

• Provide financial consultation and pricing support to help CVS Caremark win and retain business.
• Work directly with the client and the sales team to provide insight into a client’s pharmaceutical data.
• Analyze client’s business problems and formulate data-driven solutions.
• Present findings and recommendations to the client or Sr. Leadership.
• Develop and/or maintain expert knowledge of the healthcare marketplace and CVS Caremark programs.

Client Financial Optimization – Analyst

Customer Support

• Lead and evolve the digital twin research agenda, ensuring simulations and outputs directly address priority business questions
• Continuously refine research use cases as data availability, platform capabilities, and strategic needs shift to maximize relevance and organizational impact
• Partner closely with stakeholders across product, operations, and strategy to clarify objectives, constraints, and decision timing
• Facilitate conversations that refine research questions, challenge assumptions, set realistic expectations, and ensure the digital twin is applied to the most valuable problems
• Execute digital-twin analyses that test hypotheses, compare alternative futures, and generate evidence that supports confident decision‑making across diverse business contexts
• Translate simulation outputs into meaningful insights by identifying patterns, tradeoffs, risks, and opportunities
• Connect findings to strategic implications, moving beyond analysis to articulate relevance, expected impacts, and the “why it matters” behind observed dynamics
• Develop clear, evidence‑based recommendations informed by digital twin insights
• Frame decision pathways, scenario implications, and potential outcomes, equipping stakeholders with the guidance needed for planning, resource allocation, and strategic prioritization
• Craft compelling, audience‑appropriate narratives that distill complex insights into clear, action‑oriented messages
• Deliver visually strong, confident presentations that build trust in the digital twin’s value while transparently acknowledging uncertainties and limitations
• Ensure insights are understood, trusted, and embedded in decision processes by partnering with teams on application, workflow integration, and change management
• Monitor adoption, gather feedback, and iterate approaches to strengthen practical impact and organizational confidence
• Collaborate with Customer Insights and other research teams to align methodologies, validate findings, and identify where digital twin research can extend, complement, or stress‑test primary research
• Integrate outputs into cohesive, holistic narratives across the broader insights ecosystem

Research Manager – Customer Experience Strategy

• Speak with members enrolled in various Medicare Advantage and Medicaid plans
• Serve as a liaison between our Member Engagement team, health plans and affiliates, health plan members, and physician practices across the country
• Make outbound calls to members and medical facilities
• Schedule Primary Care Physician (PCP) appointments
• Coordinate communication between members, clinicians, and doctors’ offices
• Present a positive, professional demeanor to clients, health plan members, clinicians, and colleagues
• Use multiple internal and external systems to schedule member appointments and ensure smooth communication
• Assist health plan members with connecting to a PCP following a health assessment
• Meet department goals for quality, customer service, and productivity
• Document all member interactions thoroughly and maintain accurate notes and records
• Support warm transfers to and from clinicians, doctors’ offices, and other call center representatives
• Follow departmental procedures when communicating with members, clinicians, and physician offices

Member Engagement Coordinator – Spanish Representative

Project Manager

• Ensures that IT projects adhere to quality standards and best practices by performing quality reviews, conducting testing and validation procedures, and facilitating user acceptance testing (UAT).
• Coordinates and monitors project activities to ensure adherence to timelines, budgets, and quality standards.
• Conducts requirements gathering sessions and performs analysis to understand and document project requirements.
• Develops and maintains project documentation, including project charters, status reports, and meeting minutes.
• Implements quality assurance processes to ensure project deliverables meet defined quality standards.
• Coordinates with vendors and suppliers involved in project delivery by managing vendor relationships, contracts, and deliverables, and ensuring adherence to service-level agreements and contractual obligations.
• Assesses the impact of project changes on systems, processes, and users, and implements change management strategies to minimize disruption and ensure smooth transitions.
• Translates business needs into technical specifications and ensures that project deliverables align with organizational goals.
• Contributes to the development and enhancement of project management methodologies, tools, and processes within the organization.

Senior Analyst – IT Project Management

Risk

• Perform privacy incident investigations
• Assess and provide input into business processes and controls
• Answer a variety of privacy related questions from various business areas
• Coordinate and obtain privacy legal guidance as required
• Support regulatory and customer inquiry/complaint research/response
• Maintain positive, productive relationships with internal and external constituents and effectively communicate and influence decision-making and compliant outcomes at various levels necessary to accomplish goals

Manager, Information Governance, Privacy

Backend Engineer

• Join a mission to simplify and enable both On Benefits and Off Benefits Pharmacy experiences through digital products
• Build reusable UI experiences for faster development and deployment
• Collaborate with product, architecture, data science, and engineering teams for project involvement
• Engage with engineering peers and product owners as key stakeholders

Senior Software Development Engineer, Java

Manager

• Collaborate with the central Sr. Manager of Clinical Health Services, and the local regional leadership team, align on a plan to achieve quarterly and annual nursing goals in accordance with regional targets in patient care, quality, and experience
• Support the care team nurses with achieving these goals, to meet Oak Street Health’s high standards of patient care
• In partnership with local leaders, support the recruitment and hiring of clinical staff, hiring for fit to our values, mission, and promote team diversity to ensure staff are reflective of the communities we serve, while developing a strong pipeline particularly for new centers
• In partnership with the centralized training function, ensure consistent and comprehensive onboarding for new care team Nurses/ MAs/ Phlebotomists
• In collaboration with nursing leadership, support the development of and own the local execution of ongoing nursing development opportunities including but not limited to nursing grand rounds, specialized training programs, and annual clinical competencies
• Directly manages regionally-allocated MA and RN preceptors
• Prioritize clinical team member retention by creating an engaging culture that inspires commitment and encourages excellence and strives for equity and inclusion
• Remain knowledgeable of industry standards and state regulations, and monitor and review best practices as necessary
• Advise the regional and central nursing leadership teams about performance, and opportunities to improve care outcomes, quality, experience, and employee engagement
• Collaborate with Central and Regional Leadership in implementation of clinical operational standards and processes to streamline operations and patient flow
• Work with the clinical and leadership team to implement and execute new clinical services and programs, including addressing gaps and providing feedback on program improvement
• Leverage central policies and procedures, and refine locally as needed, for improvement of patient flow and safety
• Ensure the patient safety program goals and standards are executed consistently in the supported centers
• Other duties as assigned.

Nurse Manager, Clinical Support

• Assist team members with client requests and ensure they are processed accurately and completed in a timely manner
• Perform analysis on current client setups and provide guidance to clients and internal partners when changes are needed
• Identify new opportunities and lead innovative initiatives which simplify our processes and improve team performance
• Facilitate and lead discussions with clients as well as internal business partners
• Implement new client setups and any client pricing changes within our financial system
• Create and maintain audit documentation, which will be reviewed by a peer, signed by Management, and provided to business partners as requested.

Senior Finance Registration Analyst

ServiceNow

• Own the SPM product vision, roadmap, and backlog aligned to enterprise strategy and investment priorities.
• Translate strategic objectives into platform capabilities that support portfolio planning, funding decisions, and value realization.
• Champion adoption of SPM as the enterprise system of record for strategic planning, demand management, portfolio oversight, and execution metrics.
• Partner with business, IT, and finance teams to define and refine demand intake, prioritization, and approval workflows.
• Provide transparency into initiative status, capacity, financials, risks, dependencies, and benefits.
• Translate business and regulatory requirements into well‑defined projects, epics, features, and user stories.
• Prioritize the backlog based on risk reduction, business value, and strategic alignment.
• Partner with agile delivery teams to ensure timely, high‑quality releases and ongoing platform improvements.
• Define and track KPIs related to strategic priorities, goal alignment, portfolio performance, delivery health, capacity utilization, and financial outcomes.
• Monitor product performance, customer feedback, adoption metrics, and KPIs to drive continuous improvement.
• Continuously evaluate new SPM capabilities and recommend enhancements to improve usability, automation, and insights.

ServiceNow Strategic Portfolio Management, Product Owner

Procurement

• Lead a team responsible for identifying, onboarding, and managing a portfolio of vendors.
• Partner with health plan executives and functional leaders to define vendor needs and evaluate options.
• Manage vendor performance, contracts, and mitigate third-party risk.
• Coordinate across enterprise teams to ensure vendors are selected, governed, and optimized.

Senior Manager, Vendor Management

Product Manager

• Drive product adoption by partnering with stakeholders and understanding member needs
• Define and execute product strategy and roadmap for Cost Estimator Tool
• Lead cross-functional collaboration across product, clinical, digital, engineering, data, and operations
• Guide teams through discovery, delivery, and ongoing optimization
• Use data, user research, and rapid experimentation to identify pain points
• Translate strategy into actionable epics, features, and user stories
• Identify and manage dependencies, risks, and tradeoffs
• Define, track, and communicate KPIs and success metrics
• Stay current on digital health and transparency trends

Senior Manager, Digital Product Manager

Executive Assistant

• Proactively managing/coordinating daily schedule/calendar, contacts, travel arrangements, meetings (internal and external), conferences, and seminars.
• Arranges and schedule numerous meetings; maintain and update calendar; determine importance of meeting requests and schedule accordingly; demonstrate flexibility, serve as first-line of defense with the high volume of communications of phone and email.
• Arrange travel and all accommodations including comprehensive and detailed itineraries.
• Process reimbursement and expense reports in accordance with established policy guidelines; track expenses and follow-up in timely manner.
• Provide a bridge for smooth communication; demonstrate leadership to maintain credibility, trust and support with senior management staff.
• Responsible for excellence in complex meeting/event preparation (AV, room scheduling, telepresence events, etc.), set-up, and follow-up including preparing presentations/agendas/materials, documenting notes, and coordinating follow-up items to completion, arranging for food/drink.
• Coordinate on-boarding and off-boarding of employees and consultants, including hardware installation request/repair, space planning, etc.
• Manage general office and administrative tasks, including ordering of miscellaneous supplies, renewing memberships and subscriptions, managing distribution lists, photocopying, faxing, deliveries, etc.
• Manage department files, including electronic document systems, intranet web sites, wikis, and web-based project management tools.
• Edit presentations, agendas, spreadsheets, communications, databases, and reports.
• Prioritize and track deliverables, manage project timelines, deadlines and requests.
• Participate in meetings, take notes and disseminate information to relevant stakeholders, including weekly email updates. Responsible for drafting and editing correspondence.
• Manage special projects as designated and assist other department members as necessary.
• Works appropriately with confidential information; always acts with discretion.

• Analyze segment and client performance drivers by Channel and Line of Business
• Partner with the team to identify margin optimization opportunities
• Build and maintain reporting dashboards and financial models to enhance visibility into key business trends
• Support leadership with ad hoc analysis and business case development

Senior Analyst, Customer Vertical Finance

Claims Specialist

• Analyzes and processes insurance claims to ensure complete accuracy, compliance, and timely payment for all patient claims.
• Evaluates the completeness and accuracy of claim forms, supporting documentation, and medical records.
• Determines the reimbursement or payment amounts based on policy coverage, fee schedules, negotiated rates, or other applicable guidelines.
• Ensures compliance with insurance regulations, industry standards, and internal policies when processing claims.
• Investigates and resolves claim denials or rejections by conducting research, consulting policy guidelines, and communicating with relevant parties.
• Analyzes claims data to determine coverage eligibility and compliance with regulatory requirements.
• Generates reports on claims processing metrics and provides insights to improve efficiency, accuracy, and customer satisfaction.
• Provides clear communication with patients to effectively resolve issues and ensure ongoing customer satisfaction.
• Identifies potential fraudulent activities by conducting fraud detection analysis and collaborating with fraud investigation teams.