
Lead Director, FP&A and Portfolio Management
CVS Health is looking for an exceptional Lead Director of Financial Planning & Analysis (FP&A) and Portfolio Management to join our dynamic team. We are seeking an experienced leader who is passionate about driving financial success and delivering superior financial performance. The ideal candidate will bring a combination of strategic vision and tactical acumen to the role, while also demonstrating strong communication and interpersonal skills.To be successful in this role, you should have a minimum of 10 years of financial planning and analysis experience, preferably in a corporate setting. You should have a strong understanding of financial planning and analysis processes and be comfortable with developing and presenting complex financial information. You must be a highly organized self-starter with an ability to set and meet deadlines. You should also be able to multi-task and work well under pressure. Additionally, you should have a proven track record of developing and implementing strategic plans.
Responsibilities:
- Lead the development and implementation of the financial planning and analysis process and portfolio management activities.
- Develop and present complex financial information to senior management.
- Analyze financial data to identify trends, opportunities, and risks.
- Prepare budgets, forecasts, and financial statements.
- Monitor financial performance and provide regular updates to senior management.
- Develop and maintain strong relationships with internal and external stakeholders.
- Lead the team in meeting financial objectives and deadlines.
- Ensure compliance with financial regulations and accounting standards.
- Identify areas for process improvement and cost savings.
- Develop and implement strategies to improve financial performance and maximize profits.
Excellent Communication And Interpersonal Skills
Strong Financial Acumen
Excellent Problem Solving And Decision-Making Skills
Ability To Collaborate With Cross-Functional Teams
Proven Experience In Leading Financial Planning And Analysis
In-Depth Understanding Of Portfolio Management Strategies
Strong Analytical Skills And Data-Driven Thinking
Proficiency With Microsoft Office Suite And Financial Reporting Tools
Budgeting
Strategic Planning
Project Management
Financial Planning
Data Analysis
Communication
Forecasting
Negotiation
Leadership
Financial Modeling
Investment Management
Risk Analysis
Portfolio Management
Regulatory compliance
Cost control
Communication
Problem Solving
Time management
Interpersonal Skills
creativity
Organization
flexibility
Critical thinking
Teamwork
collaboration
According to JobzMall, the average salary range for a Lead Director, FP&A and Portfolio Management in Woonsocket, RI 02895, USA is $98,000 to $135,000 per year. This salary range is based on the job titles, experience, and qualifications of the applicant.
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CVS Health Corp. engages in the provision of health care services. It operates trough the following segments: Pharmacy Services, Retail or Long Term Care, and Corporate. The Pharmacy Services segment offers pharmacy benefit management solutions. The Retail or Long Term Care segment includes selling of prescription drugs and assortment of general merchandise. The Corporate segment involves in providing management and administrative services.

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