Sr Financial Category Analyst Business Strategy - Hawaii Based

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Job Description
POSITION SUMMARY: The Sr Financial Category Analyst is responsible for the Hawaii merchandising P&L budgeting, regular distribution of key metric reporting and ensuring key category strategies are supported and executed accurately and effectively. Supports the management of all front store merchandising vendor funding (SAF) activities and analysis, as well as provides analytical support for all lines on the category P&L and other category related financial impacts.

Core duties include:

Vendor Funding Management:
- Responsible for maintaining and executing Hawaii billbacks, coupons, and PFA agreements.
- Partners with Corporate Funding team to ensure Scanbacks, COOPs, and ExtraBucks are accurately billed.
- Manages Deferred Account inflows, billing cadences, and distribution to market general ledgers.
- Provide data-driven recommendations on vendor funding strategy to maximize spend ROI and ensure fair market share.

Business Analytics & P&L Management:
- Responsible for developing Hawaii Category P&L budgets at sales and margin levels with alignment to Store Operations budgets.
- Prepare and distribute daily/weekly/monthly reporting identifying key opportunity and risks to budget.
- Prepare local vendor funding reporting benchmarking to prior year and corporate counterparts.
- Create, manage, and maintain weekly Hawaii Circular budget targets. Including category slot/page allocation balance relative to programming and budget goals.
- Works with Category Managers to monitor sales, purchases, markdowns and planning vendor funding analyses to make recommendations for improving category profitability, meeting budget/forecast goals, and ensuring alignment with overall market and company strategies.

Financial accounting:
- Data entry, enforcement of SAF SOPs, manage checks from Deferred Vendor Account and corresponding journal entries to direct Deferred Account Vendor financials to the correct account, following up with vendors, etc
- Financial analysis: forecasting, variance reporting, and vendor funding analysis
- Create, manage, and maintain weekly Hawaii Circular budget targets. Including category slot/page allocation balance relative to programming and budget goals.
- Provide fiscal year budget targets and monthly coupon/markdown actuals and forecastto the Rhode Island Financial Retail Management team.

The position needs to be based in Hawaii since all RBO colleagues are required to have 2 on-site office days to support the business.

Pay Range
The typical pay range for this role is:
Minimum: 75,400
Maximum: 162,700

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.

In addition to your compensation, enjoy the rewards of an organization that puts our heart into caring for our colleagues and our communities. The Company offers a full range of medical, dental, and vision benefits. Eligible employees may enroll in the Company's 401(k) retirement savings plan, and an Employee Stock Purchase Plan is also available for eligible employees. The Company provides a fully-paid term life insurance plan to eligible employees, and short-term and long term disability benefits. CVS Health also offers numerous well-being programs, education assistance, free development courses, a CVS store discount, and discount programs with participating partners. As for time off, Company employees enjoy Paid Time Off (PTO) or vacation pay, as well as paid holidays throughout the calendar year. Number of paid holidays, sick time and other time off are provided consistent with relevant state law and Company policies.

For more detailed information on available benefits, please visit jobs.CVSHealth.com/benefits
Required Qualifications
REQUIRED SKILLS: In order of importance, list specific skills or talents that a qualified incumbent should possess (i.e., management of large staff, computer applications, subject knowledge, etc.)

• 1 years' experience in marketing or retail
• 2 years' experience with Microsoft Excel and Access
• Strong stakeholder management skills
• Ability to interact inside and outside of the organization
• Strong verbal and written communication skills
• Ability to influence actions of suppliers and category managers
• Ability to multi-task and work to strict deadlines
• Excellent organizational and time management skills
• Proven self-starter and team player

Preferred Qualifications
PRIOR WORK EXPERIENCE: Indicate the amount of prior RELATED work experience TYPICALLY required to fulfill the responsibilities of the position. Enter “R” for Required or “P” for Preferred.


R 1 to 3 years 3 to 5 years
P 5 to 8 years 10 to 15 years
8 to 10 years 15 years or more

Education
EDUCATION: Indicate the level of education TYPICALLY required for the position AND area of concentration. Enter “R” for Required or “P” for Preferred.


R HS Diploma Doctorate
R Bachelor Degree P Masters
Other Certificates or Licenses (List)

Business Overview
Bring your heart to CVS Health Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand — with heart at its center — our purpose sends a personal message that how we deliver our services is just as important as what we deliver. Our Heart At Work Behaviors™ support this purpose. We want everyone who works at CVS Health to feel empowered by the role they play in transforming our culture and accelerating our ability to innovate and deliver solutions to make health care more personal, convenient and affordable. We strive to promote and sustain a culture of diversity, inclusion and belonging every day. CVS Health is an affirmative action employer, and is an equal opportunity employer, as are the physician-owned businesses for which CVS Health provides management services. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law. We proudly support and encourage people with military experience (active, veterans, reservists and National Guard) as well as military spouses to apply for CVS Health job opportunities.
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