Business Financials - Senior Analyst

CVS Health is seeking a Senior Analyst – Rebate Forecasting to join our PBM Financial Forecasting team. This role is responsible for forecasting and underwriting rebates, collaborating with internal partners to ensure market-competitive and compliant rebate guarantees.

Responsibilities:

• Develop rebate forecasts used in RFPs, renewals, market checks, and strategic pricing events
• Support underwriting by analyzing utilization data, formulary strategies, and rebate contract structures to project earned rebates and client guarantees
• Partner cross-functionally with Sales, Account Services, Underwriting, Trade, Legal, Finance, Proposals, and Clinical teams to align assumptions and pricing decisions
• Oversee the finalization of rebate guarantees, including documentation and support for contractual execution
• Provide clear, concise explanations of forecast drivers, risks, and variances to internal stakeholders and, as needed, external clients, consultants, and attorneys
• Perform advanced Excel-based modeling to extract, manipulate, and analyze large datasets and communicate insights
• Ensure forecasts are accurate, transparent, and audit-ready, documenting assumptions and known limitations
• Contribute to a collaborative team environment by sharing knowledge, mentoring junior analysts, and supporting continuous process improvement

Requirements:

• Bachelor's degree in Finance, Economics, Analytics, Business, or a related field
• 3+ years of experience in healthcare analytics, PBM rebate forecasting, underwriting support, or financial modeling
• Strong proficiency in Microsoft Excel, including complex formulas and data analysis
• Ability to manage tight deadlines and competing priorities in a fast‑paced environment
• Strong communication and presentation skills with the ability to explain complex financial concepts clearly
• Experience in PBM underwriting, rebate forecasting, or healthcare contracting
• Familiarity with formulary strategies, rebate guarantees, and specialty drug dynamics
• Prior experience supporting pricing events, RFPs, or client negotiations
• Experience working cross‑functionally in a matrixed environment