Analyst

• Build and maintain real-time revenue forecasting models that incorporate qualitative inputs, historical performance trends, and seasonal patterns
• Align forecasting outputs with business unit targets and translate projections into actionable guidance for revenue teams
• Develop and own dashboards and reports, in and out of Looker, that provide clear, objective visibility into revenue performance trends across BUs
• Deliver WoW, MoM, and QoQ trend analysis that identifies key performance drivers and removes guesswork from actuals
• Partner with the Data team to ensure reporting infrastructure supports RevOps analytical needs
• Evaluate the revenue impact of proposed operational changes before they are implemented
• Partner with business unit leaders to pressure-test revenue and GP assumptions with live data
• Analyze pipeline KPIs against budget targets to identify gaps and opportunities
• Proactively identify opportunities for revenue and GP growth, and flag areas of underperformance before they become problems.

Senior Revenue Analyst

• Perform monthly close processes and variance analysis
• Educate and coach client services on accounting concepts
• Create Standard Operating Procedures, ensuring processes are followed; identify best practice across portfolio
• Support Client Services in preparing and reviewing Master Data Forms for key clients, ensuring accuracy and compliance
• Support Client Services and Finance Managers in developing and managing annual budgets and monthly forecasts
• Prepare financial reports, dashboards, and quarterly business review decks
• Collaborate with operations to identify financial risks and opportunities
• Ensure compliance with accounting standards and internal controls
• Coordinate with legal and finance teams on contract and billing matters
• Interface with internal teams and clients to align on expectations and deliverables
• Generate reports to track performance metrics and support decision-making
• Provide administrative support to regional managers, planners, and schedulers
• Maintain a high level of professionalism in all communications

Senior Analyst

• Perform execution of the company’s Sarbanes-Oxley (SOX) regulatory requirements
• Promote collaboration with business partners, external auditors, and management
• Execute SOX testing and support the annual planning process
• Evaluate and recommend operational and process improvements to financial compliance processes
• Collaborate on cross-functional project teams providing value in support of CVS Health’s transformational goals
• Testing and design of IT automated controls

Analyst, Corp Audit

• Compiling and preparing financial information required to make credit decisions for commercial loan requests
• Preparing the financial analysis to make credit decisions
• Contributing to the loan decision process
• Monitoring the existing loan portfolio and evaluate credit risk
• Providing project assistance as required by the Credit Manager and Chief Credit Officer
• Completing underwriting for credit requests for new and existing commercial client base to produce credit worthiness recommendations
• Analyzing and interpreting all types of credit information on existing customer relationships
• Timely and accurately maintaining automatic tracking systems that identify deal flow and when financial information and/or any credit information is needed
• Monitoring customer accounts and loan portfolios in order to maximize credit quality and minimize risk and loss
• Completing credit analysis and preparing recommendations regarding the renewals and ratings of credit extensions for approval
• Understanding and ensuring compliance with all Federal and State Regulations and internal banking policies and procedures

Commercial Credit Analyst

• Support design, development and delivery of Single Client Feed (SCF) services to Fidelity clients within Data Operations
• Operate within and across Data Operations teams to collaborate and support internal functions as well as business partners
• Partner with plan sponsors and their vendors/technical support teams on sensitive client implementations, client corporate actions, and other projects related to ongoing service
• Consult, draft solutions, move and monitor data processing through the system, and manage updates of data into and consistency of data across Fidelity’s various platforms
• Deliver high-quality, timely results every time

Implementation Analyst

• Responsible for the management and resolution of all bank fee management cases
• Contribute to bank fee forecasting process
• Assist with preparation of GL entries supporting the bank fee process
• Prepare responses for quarterly SOX controls
• Communicate with audit through Audit Board
• Ensure compliance with SOX deadlines
• Support the Security Administration team by assisting with the fulfillment of access / entitlement requests
• Track / manage access via team database

Treasury Analyst

• Effectively perform and document audit activities in accordance with professional standards and the organization’s audit methodology
• Execute testing and create work paper documentation
• Understand procedures, results and business impacts; document and express understanding in both written and verbal form
• Perform detail testing as defined by the test program to define, analyze and validate information
• Create clear and accurate documentation and workflows of business processes and testing results and exceptions
• Lead individual project components and testing areas; oversee the work of more junior auditors and/or interns
• Interacts with various levels of Internal Audit and business line management to resolve issues in a timely manner and to maintain effective communications
• Reports related audit findings to audit and business management
• Meets administrative reporting requirements and supports department initiatives
• Demonstrates a commitment to integrity and the company code of conduct, and a respect for diversity and inclusion
• Contributes to overall Internal Audit Department team norms to promote a positive environment and improve team effectiveness

Senior Analyst – Internal Audit

• Lead or support planning, analysis, and execution of QA activities across the Software Development Life Cycle (SDLC)
• Ensure that teams' work has clear acceptance criteria, developed/agreed on between members of the scrum teams
• Write, execute, and maintain manual test cases based on user stories, functional specs, and acceptance criteria
• Execute or interpret regression, performance, and validation testing; track and report defects
• Validate integrations with backend systems (e.g., eligibility engines, document uploads)
• Perform accessibility testing and ensure compliance with relevant policies
• Collaborate with product managers, project managers, designers, developers, and test automation engineers to maintain high-quality service delivery
• Log detailed, actionable bug reports with reproduction steps, screenshots, and expected vs. actual results

Quality Analyst

• Review current Behavioral strategies
• Develop formal behavioral support plans
• Conduct staff training and oversight
• Perform periodic reviews for efficacy

Board Certified Behavior Analyst, Virtual or In-person

• Improve partnership with retailers by providing category solutions and insights
• Partner with CVS team to develop and execute category reviews and merchandising plans
• Provide insights through collection of relevant market trends and shopper research
• Drive sales growth by uncovering business opportunities via deep-dive analytics
• Ensure data is accurately formed, reported, and error-free through careful review
• Provide high quality, unbiased category management recommendations to customer retailers
• Collaborate with Customer Development Managers to evaluate the impact of pricing
• Work with internal partners to provide voice of customer for go-to-market initiatives
• Provide SKU optimization recommendations by providing shopper, category, brand insights
• Integrate omnichannel initiatives into analysis of business results
• Lead strategic initiatives outside of day-to-day analytical support
• Mentor/coach junior members of the team

Senior Customer Development Analyst

• Define and Document Requirements with Clients and Account Managers
• Consult with account teams on proposed solutions to meet objectives and goals including financial and member experience
• Research and analyze impacts for consideration of requirements or errors and provide direction on adjudication setups and solution to configuration and quality teams for mitigation
• Cross functional project support to improve benefits requirements process
• Mentor colleagues within Benefits and Clinical Operations
• Build relationships with key client partners through a consultative approach to understand client benefit plan design needs
• Translate client needs and requirements to internal CVS Health teams such as Benefits Coding and Quality Analysis
• Facilitate internal and external meetings and presentations to provide status updates and make decisions relative to client benefit setup

Senior Analyst, Client Benefits

• Effectively perform and document audit activities in accordance with professional standards and the organization’s audit methodology
• Execute testing and create work paper documentation
• Understand procedures, results and business impacts; and document and express such understanding in both written and verbal form
• Perform detail testing as defined by the test program to define, analyze and validate information
• Create clear and accurate documentation and workflows of business processes and testing results and exceptions
• Lead individual project components and testing areas; oversee the work of more junior auditors and/or interns
• Interacts with various levels of Internal Audit and business line management to resolve issues in a timely manner and to maintain effective communications
• Reports related audit findings to audit and business management
• Meets administrative reporting requirements and supports department initiatives
• Demonstrates a commitment to integrity and the company code of conduct, and a respect for diversity and inclusion

• responsible for the preparation and control of contractual cost and schedules requiring validated cost/schedule control systems
• perform financial analyses such as funding profiles, base forecasts, GSCM sales outlooks, and variance analysis
• include GSCM duties such as: monthly tracking of functional budgets, monthly Earned Value Management execution and analysis, Estimates at Completion (EAC) preparation, Program review preparation and presentation
• proactively work with the GSCM Program Leads in maintaining and analyzing portfolio performance
• employ technical knowledge of finance and program control, problem solving, communication and leadership skills
• work independently as well as partner cross-functionally with GSCM leads, Control Account Managers (CAMs), OSQ finance and the various program offices

Principal Cost & Scheduling Analyst – P3

• Handling patient access queries using Epic software
• Managing referrals and scheduling
• Collaborating with healthcare team to improve access process

Patient Access Analyst

• The Analyst, Process Strategy & Enablement plays a key part in improving how Asset Management teams operate, helping drive efficiency, consistency, and change across critical business processes.
• Contributes to high-impact, cross-functional process improvement initiatives by understanding user needs, assisting in solution design, and supporting organizational change activities.
• Exposure to senior leaders, cross-functional initiatives, foundational processes, and change management skills.
• Partner with cross-functional teams across Asset Management to understand business needs.
• Assist in conducting stakeholder interviews and help summarize findings.
• Translate sophisticated information into clear, concise updates.
• Build working relationships with business partners to develop domain knowledge and context.
• Participate in brainstorming and creative problem-solving sessions.
• Develop mock-ups, process maps, and prototypes with input from project leads.
• Gather and incorporate user feedback into evolving solutions.
• Prepare presentation materials, incorporating guidance and feedback.
• Contribute to implementation plans and supporting communication materials.
• Coordinate logistics for change management activities, including scheduling and follow-ups.
• Provide project management support including meeting notes, recap communications, and scheduling.
• Contribute to a positive, team-oriented environment.

Analyst, Process Strategy – Enablement

• Contribute directly to the retention and acquisition of Workplace Investing clients by supporting sales activity across the portfolio
• Focus primarily on fee benchmarking, blind RFIs/RFPs, and Student Debt analysis
• Support additional products and initiatives as needed to win and retain clients and pursuits
• Analyze sales activity requirements in partnership with deal team members
• Manage processes supporting new and existing sales activities, including data collection, response development, coordination with business partners, meetings, timelines, and deliverables
• Support the development of sales and presentation collateral, particularly for emerging products
• Perform client data analysis to support retention and new sales efforts
• Manage multiple projects simultaneously, prioritizing work to meet client and prospect needs
• Maintain and enhance proposal responses and databases to improve quality, consistency, and efficiency

Product & Service Analyst – Defined Contribution, Student Debt

• Provide hands-on clinical support under BCBA supervision
• Assist RBTs with program implementation
• Conduct probes and program updates
• Participate in parent training
• Collaborate with school staff on goals

BCaBA – Board Certified Assistant Behavior Analyst, Full Time

• Support RBTs with implementation of BCBA-developed programs
• Assist with RBT onboarding and training
• Conduct probes and update programs under BCBA direction
• Review session data for BCBA

BCaBA, Part Time

• Supports the development and maintenance of Medicaid Fee-for-Service pharmacy pricing and modeling aligned with the company’s mission, strategies, products, and services.
• Oversee core analytical work related to SOW requirements, including, Medicaid MAC pricing analysis, and 340B program impacts and compliance considerations.
• Develop, maintain, and enhance cost analysis and predictive trending models to support Medicaid FFS programs, segmented by SOW, pricing methodology, or program initiative.
• Lead and manage the capture, ingestion, and maintenance of external pricing files (e.g., NADAC, state MAC files, other benchmarks), including, performing data quality checks and validation, identifying and correcting anomalies or errors, conducting timely market research to support pricing accuracy and responsiveness, and resolve or escalate discrepancies, variance, or other anomalies.
• Create and maintain a formal Tier 2 inquiry process for MAC-related issues, including tracking inquiry volume, documenting resolution and outcomes, assessing financial and operational impact, and supporting trend analysis and escalation.
• Collaborate with other leaders to interpret and apply Medicaid regulations, state-specific requirements, and program initiatives to analytical models, pricing strategies, and reporting outputs.
• Collaborate with internal stakeholders (e.g., Client Services, Contracting, Operations, Compliance) to evaluate the financial and contractual impact of Medicaid pricing and program decisions.
• Interact with external stakeholders and vendors, building collaborative relationships to support pricing accuracy, data transparency, and program execution.
• Support leadership with ad hoc analysis, forecasting, and scenario modeling related to Medicaid FFS pricing, program changes, and regulatory developments.
• Assist leadership in supporting new Medicaid program initiatives, enhancements to pricing methodologies, and expansion of analytical capabilities.
• Contribute to the development of client- or state-facing materials and presentations, as needed, to explain pricing methodology, cost drivers, and program impacts.
• Periodic and detailed reporting of activities and opportunities to leadership.
• Other duties as assigned.

Senior Analyst, Government Pricing

• Maintain and administer Medicaid fee for service drug pricing methodologies in accordance with federal and state Medicaid requirements.
• Monitor and incorporate National Average Drug Acquisition Cost (NADAC) updates and related CMS guidance into pricing models and operational systems.
• Evaluate and apply HRSA 340B ceiling price considerations and exclusions as applicable to Medicaid reimbursement models.
• Ensure pricing methodologies align with state specific Medicaid reimbursement rules and contractual requirements.
• Accountable to cross-walk FDB to Medispan or visa versa to ensure compliance with State Medicaid Prescription Drug List and ensure ongoing reconciliation and updates.
• Support compliance with federal and state audit, reporting, and transparency expectations related to Medicaid drug pricing.
• Maintain and manage industry pricing and reference sources, including but not limited to Medi Span multisource and product codes (e.g., MONY indicators), NADAC pricing files, and HRSA 340B ceiling price date.
• Validate integrity, completeness, and timeliness of reference data used in pricing and modeling and resolve or escalate discrepancies.
• Assess industry changes that may impact Medicaid pricing assumptions or reimbursement outcomes.
• Maintain, and update financial models supporting Statements of Work (SOWs) for Medicaid fee for service pricing arrangements.
• Perform detailed pricing impact analyses to support SOW development, amendments, and renewals.
• Manipulate and analyze large data sets specific to SOW requirements, pricing guarantees, and reimbursement terms.
• Partner with internal stakeholders to ensure SOW pricing assumptions are accurate, documented, and supportable.
• Other duties as assigned.

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