Analyst, Financial Operations

Summary

CVS Health is a health care company focused on creating a more connected, convenient and compassionate health experience. The Financial Analyst will support client billing and revenue-cycle operations for the Caremark business by managing Salesforce cases, client-specific tasks, billing cycle issues, and process improvement initiatives. The role works with internal and external partners to resolve errors, improve processes, and meet applicable service-level agreements.

Responsibilities

• This role is a hybrid between operational ticket queue management via SalesForce Case work and Client specific task management
• This will require significant time management, and the ability to flex work hours due to the client’s invoice and report cadence
• Some of the client tasks will require occasional weekend hours and extended hours on any given day to ensure client tasks are completed in accordance with any applicable SLA tied to the task
• The Financial Analyst will work with internal partners to document, review, and resolve cycle processing errors
• This will include monitoring their own client tasks and supporting the larger PBM Billing Cycle through project work, cycle issue resolution, and other larger initiatives
• They will be the first line of support for any issues that may arise for their own tasks and case work and will also work closely with our internal Billing Production Advisors and Finance IT to support, review, and improve our revenue cycle processes
• The role does require interfacing with multiple business units, occasionally attending and or conducting conference calls, and establishing good rapport with all internal and external partners
• The candidate should have experience creating work instruction documentation
• They need to demonstrate the ability to identify, initiate, and follow through on issues to support projects which align with enterprise objectives
• They must also be able to identify process inefficiencies and provide recommendation to management on how to resolve
• The individual needs a proven record of working within cross-functional teams which work to identify and resolve issues which have a broad organization impact

Skills

• 1+ years of experience in a Finance related field
• Experience working in Microsoft Excel
• High Diploma or GED Required
• Experience in PBM revenue cycle environment
• Experience creating, reviewing, and approving project documents, reporting, work instructions
• Experience with SAP and SAP HANA, Access, and SAS is a plus
• Self-starter, goal- oriented, ability to manage multiple assignments with strict deadlines
• Intermediate to expert level in Microsoft Excel, with experience using functions such as PivotTables, V-Lookup, Filters, Macros, etc
• Bachelor's degree preferred

Qualifications

Must Haves

• 1+ years of experience in a Finance related field
• Experience working in Microsoft Excel
• High Diploma or GED Required

Nice to Haves

• Experience in PBM revenue cycle environment
• Experience creating, reviewing, and approving project documents, reporting, work instructions
• Experience with SAP and SAP HANA, Access, and SAS is a plus
• Self-starter, goal- oriented, ability to manage multiple assignments with strict deadlines
• Intermediate to expert level in Microsoft Excel, with experience using functions such as PivotTables, V-Lookup, Filters, Macros, etc
• Bachelor's degree preferred

Benefits

• This full-time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well-being of colleagues and their families.
• Medical, dental, and vision coverage
• Paid time off
• Retirement savings options
• Wellness programs
• Other resources, based on eligibility
• CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above