Manager, Strategic and Resource 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.

Team Description

The Strategic Planning Production Support Team provides analytical and financial planning support for production support cost centers and clinical programs cost centers. The team partners with Operations, Finance, and other Strategic Planning functions to monitor actuals and drivers, maintain forecasting and budgeting assumptions, and deliver timely reporting that enables informed decisions and strong financial stewardship.

Job Description

As the Manager, Strategic and Resource Planning, you'll lead a team responsible for end-to-end forecasting, budgeting, and reporting for production support and clinical programs cost centers. You will ensure financial plans are accurate, transparent, and actionable; drive process and tool improvements; and serve as the Strategic Planning lead for development of Power BI dashboards that enable consistent, self-service insights across the Strategic Planning organization.

Key Responsibilities

• 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.

Job Qualifications

• Leadership: Ability to lead through influence and direct people leadership; sets clear expectations and develops talent through coaching and feedback.
• Financial & analytical acumen: Strong understanding of budgets, reforecasts, variance analysis, and cost center management; comfortable working with large datasets and multiple data sources.
• Operational partnership: Builds trusted relationships with Operations and Finance; translates operational changes into forecast and budget impacts.
• Data visualization & storytelling: Creates clear, decision-focused dashboards and presentations; distills complex insights into concise recommendations.
• Process improvement mindset: Identifies inefficiencies, standardizes approaches, and implements durable solutions with documentation and controls.
• Communication: Strong written and verbal communication skills with experience presenting to leaders; able to tailor messages to technical and non-technical audiences.

Required Qualifications

• 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.

Preferred Qualifications

• Healthcare, pharmacy benefit management (PBM), clinical operations, or production support operations experience.
• Experience partnering with data engineering/BI teams and working within governed reporting environments (workspaces, refresh schedules, access controls, documentation).
• Experience with Tableau and/or Salesforce reporting (or similar tools) in addition to Power BI.
• Project management experience leading cross-functional initiatives and delivering within tight planning cycles.
• Experience standardizing metrics and definitions across multiple teams to enable consistent enterprise reporting.

Education

• Bachelor's degree is required, equivalent experience may be considered.

Anticipated Weekly Hours

40

Time Type

Full time

Pay Range

The typical pay range for this role is:

$60,300.00 - $145,860.00

This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls.  The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors.  This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. 
 

Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.

Great benefits for great people

We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families.

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. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.

Additional details about available benefits are provided during the application process and on Benefits Moments.

We anticipate the application window for this opening will close on: 05/09/2026

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.