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Jobs · Management · Connecticut

Senior Manager, Enterprise Capital Planning

CVS Health · Hartford, CT · 1 mo ago
HybridManagement$83k/yrFull-time
We need to output HTML fragment with sections: About the role? The posting includes a paragraph about CVS Health mission etc. That could be "About the role" or maybe "About CVS Health". The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We need to include sections only when posting has real specific content. We have: - Position Summary (could be About the role) - Key Responsibilities (Responsibilities) - Required Qualifications (Qualifications) - Preferred Qualifications (maybe Skills? but we can treat as Qualifications or separate? The instruction list includes Qualifications and Skills. We could put Required Qualifications under Qualifications, Preferred Qualifications under Skills? Or combine. Better: Qualifications (required) and Skills (preferred). However they said "Preferred Qualifications" includes experience with tools etc. That could be Skills. We'll output:

About the role

with the mission paragraph and Position Summary.

Responsibilities

with list of responsibilities (bulleted). The responsibilities are given as sentences each starting with a bold heading? Actually they are like "Lead month-end close and capital reporting. Coordinate actuals validation..." etc. We'll extract each bullet as a list item. We need to preserve all substantive info. So we need to include each responsibility sentence as separate
  • . Let's list them: - Lead month-end close and capital reporting. Coordinate actuals validation, reconciliations, variance analysis, and management reporting; partner with accounting and segment teams to ensure results are accurate, timely, and understood. - Lead forecasting and Operating Plan support. Coordinate, consolidate, review, and analyze quarterly forecasts and annual Operating Plan submissions; evaluate investment pacing, funding needs, affordability, risks, and opportunities. - Deliver executive reporting and portfolio insights. Develop concise materials on spending, performance, milestones, risks, and required actions for senior leadership and capital governance forums. - Support investment analysis. Review business cases and project economics, challenge material assumptions, and identify gaps or inconsistencies requiring resolution or escalation. - Monitor portfolio performance. Connect approved plans to actual investment, expected benefits, and key delivery milestones; identify emerging issues and support follow-up with project and segment teams. - Maintain data governance and reporting integrity. Apply consistent definitions, controls, reconciliations, and documentation across capital actuals, forecasts, and management reporting. - Serve as a functional SME for capital planning systems. Partner with enablement and technology teams to prioritize practical enhancements, resolve issues, improve adoption, and reduce manual reporting effort. - Build cross-functional alignment and team capability. Influence stakeholders without direct authority and provide coaching, work review, and knowledge transfer to analysts or rotational colleagues as assigned. That's 8 items.

    Qualifications

    for Required Qualifications (list). Required Qualifications bullet list: - 7+ years of relevant work experience in finance or related discipline. - Experience leading complex financial reporting, forecasting, planning, or portfolio processes involving multiple stakeholders and tight deadlines. - Strong financial analysis and modeling skills, including the ability to evaluate investment assumptions and synthesize results into management insights. - Advanced Microsoft Excel and PowerPoint skills, including data reconciliation, scenario analysis, and executive presentation development. - Ability to work independently, exercise sound judgment, influence partners, and communicate complex information clearly. We could also include Education as part of Qualifications? Education is separate but could be under Qualifications as well. The instruction list includes Qualifications, Skills, Benefits, Pay, Schedule. Education could be under Qualifications. We'll include Education bullet: - Bachelor’s degree or equivalent experience in Finance, Accounting, Business, Economics, or a related field required. - MBA, CPA, CFA, or another relevant advanced degree or professional designation preferred. But note that "preferred" is part of Preferred Qualifications. Actually the posting has "Preferred Qualifications" separate. So we should separate Required Qualifications and Preferred Qualifications. The instruction list includes Qualifications and Skills. We could treat Required Qualifications as Qualifications, Preferred Qualifications as Skills. Or we could have two sections: Qualifications (required) and Skills (preferred). Let's do that. Thus:

    Qualifications

    with required qualifications list (including education required? Actually education is separate but we can include under Qualifications). We'll include the required experience bullets and education required.

    Skills

    with preferred qualifications list (including preferred education, tools, etc). Let's list: Preferred Qualifications: - Experience with FP&A, enterprise capital planning, portfolio reporting, business case evaluation, or benefits realization. - Experience with Anaplan, SAP, SAP Analysis for Office, Power BI, Oracle, Hyperion, or comparable planning and reporting tools. - Knowledge of capital accounting and the P&L, cash flow, depreciation, and balance sheet implications of capital investments. - Experience improving financial processes, reporting automation, data governance, or systems capabilities. - MBA, CPA, CFA, or another relevant advanced degree or professional designation preferred. Also maybe include "Experience improving financial processes..." etc. Now Benefits: The posting mentions benefits: medical, dental, vision coverage, paid time off, retirement savings options, wellness programs, other resources. Also mentions comprehensive benefits package. So we can create Benefits section with list. Pay: The posting includes Pay Range: $82,940.00 - $182,549.00 (base hourly rate or base annual full-time salary). Also mentions eligibility for bonus, commission, short-term incentive, equity award target. So we should include Pay section with that info. Schedule: Not mentioned explicitly; it's full-time position. The posting says "This full‑time position is eligible for a comprehensive benefits package". So schedule is full-time. Should we include Schedule? The instruction says include section only when posting has real specific content. It mentions full-time, so we can include Schedule with "Full-time". However they said avoid filler like "not specified". Full-time is specific. So we can include Schedule section with

    Full-time

    or maybe
    • Full-time
      • . We'll do

      Full-time

      . Now About the role: We need to include the introductory paragraph about CVS Health mission and Position Summary. Let's combine: Paragraph: "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." Then Position Summary: "The Senior Manager, Enterprise Capital Planning will lead core capital reporting, month-end close, forecasting, and planning activities for the enterprise capital portfolio. The role will consolidate and analyze segment submissions, monitor portfolio performance, and translate financial and operational data into clear insights for Capital Planning leadership and senior management. This position will partner with Segment Finance, Accounting, Treasury, Technology, and Capital Leads to strengthen reporting accuracy, planning discipline, and decision support. The successful candidate will operate independently, manage competing priorities, and connect project-level activity to enterprise portfolio performance." We'll put that as

      maybe two paragraphs. Now we need to output only HTML fragment, no /, no markdown. Let's craft:

      About the role

      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.

      The Senior Manager, Enterprise Capital Planning will lead core capital reporting, month-end close, forecasting, and planning activities for the enterprise capital portfolio. The role will consolidate and analyze segment submissions, monitor portfolio performance, and translate financial and operational data into clear insights for Capital Planning leadership and senior management. This position will partner with Segment Finance, Accounting, Treasury, Technology, and Capital Leads to strengthen reporting accuracy, planning discipline, and decision support. The successful candidate will operate independently, manage competing priorities, and connect project-level activity to enterprise portfolio performance.

      Responsibilities

      • Lead month-end close and capital reporting. Coordinate actuals validation, reconciliations, variance analysis, and management reporting; partner with accounting and segment teams to ensure results are accurate, timely, and understood.
      • Lead forecasting and Operating Plan support. Coordinate, consolidate, review, and analyze quarterly forecasts and annual Operating Plan submissions; evaluate investment pacing, funding needs, affordability, risks, and opportunities.
      • Deliver executive reporting and portfolio insights. Develop concise materials on spending, performance, milestones, risks, and required actions for senior leadership and capital governance forums.
      • Support investment analysis. Review business cases and project economics, challenge material assumptions, and identify gaps or inconsistencies requiring resolution or escalation.
      • Monitor portfolio performance. Connect approved plans to actual investment, expected benefits, and key delivery milestones; identify emerging issues and support follow-up with project and segment teams.
      • Maintain data governance and reporting integrity. Apply consistent definitions, controls, reconciliations, and documentation across capital actuals, forecasts, and management reporting.
      • Serve as a functional SME for capital planning systems. Partner with enablement and technology teams to prioritize practical enhancements, resolve issues, improve adoption, and reduce manual reporting effort.
      • Build cross-functional alignment and team capability. Influence stakeholders without direct authority and provide coaching, work review, and knowledge transfer to analysts or rotational colleagues as assigned.

      Qualifications

      • 7+ years of relevant work experience in finance or related discipline.
      • Experience leading complex financial reporting, forecasting, planning, or portfolio processes involving multiple stakeholders and tight deadlines.
      • Strong financial analysis and modeling skills, including the ability to evaluate investment assumptions and synthesize results into management insights.
      • Advanced Microsoft Excel and PowerPoint skills, including data reconciliation, scenario analysis, and executive presentation development.
      • Ability to work independently, exercise sound judgment, influence partners, and communicate complex information clearly.
      • Bachelor’s degree or equivalent experience in Finance, Accounting, Business, Economics, or a related field required.

      Skills

      • Experience with FP&A, enterprise capital planning, portfolio reporting, business case evaluation, or benefits realization.
      • Experience with Anaplan, SAP, SAP Analysis for Office, Power BI, Oracle, Hyperion, or comparable planning and reporting tools.
      • Knowledge of capital accounting and the P&L, cash flow, depreciation, and balance sheet implications of capital investments.
      • Experience improving financial processes, reporting automation, data governance, or systems capabilities.
      • MBA, CPA, CFA, or another relevant advanced degree or professional designation preferred.

      Benefits

      • Medical, dental, and vision coverage
      • Paid time off
      • Retirement savings options
      • Wellness programs
      • Other resources (based on eligibility)

      Pay

      The typical pay range for this role is $82,940.00 - $182,549.00 (base hourly rate or base annual full‑time salary). The actual base salary offer will depend on 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, and includes an award target in the company’s equity award program.

      Schedule

      Full-time

      We need to ensure we didn't

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