Leads business analytics, budgeting, forecasting, and strategic planning functions for the Hispanic Strategy Team (HST). Oversees performance reporting, financial planning, expense and labor budget cycles, vendor funding processes, and data-driven decision-making across the merchandising organization. Responsible for developing analytic strategies, delivering actionable business insights, and leveraging data to drive operational performance, financial results, and strategic growth initiatives.
Key ResponsibilitiesBusiness Analytics & Reporting- Own SharePoint sites and Power BI dashboard infrastructure, overseeing sales, margin, traffic, basket, category, and business driver reporting.
- Develop and maintain reporting tools, dashboards, and visualizations that enable stakeholders to monitor performance and make informed decisions.
- Deliver executive commentary, business performance insights, and leadership-ready reporting.
- Analyze trends and leverage data to identify opportunities, risks, and actionable business recommendations.
- Support advanced analytics initiatives, including forecasting, trend analysis, and predictive modeling.
Budget & Forecasting / FP&A- Lead the forecasting and annual budgeting process for HST, including calendar management, deliverables, and stakeholder coordination.
- Manage budget planning, forecast updates (5+7), variance analysis, and business driver assumptions.
- Coordinate CAPEX and OPEX requests with Construction, IT, Finance, and other business partners.
- Own department expense management, cost center tracking, accruals, invoice visibility, and reporting across assigned G/L accounts.
- Track year-end capital funding to ensure timely execution of approved projects and spending plans.
- Support long-range planning and resource forecasting initiatives.
Labor Hour Budget- Own labor hour budget submissions and store operational support planning.
- Coordinate chargeback and cost center implications related to labor allocation.
- Partner with Store Operations to support specialty category labor planning and special project staffing needs.
- Utilize forecasting and trend analysis to support workforce planning and resource allocation decisions.
Store P&L / Expense Budget- Serve as the primary finance contact for store P&L questions, expense budget management, and financial performance analysis.
- Provide ad hoc reporting, financial analysis, and business insights to support operational decision-making.
- Monitor financial performance and identify opportunities for process improvements and cost optimization.
Vendor Funding & Billing- Oversee vendor funding tracking, scanback and quarterly billing validation, and captured value reporting.
- Manage payback processes, vendor discrepancies, and communication across vendor, category management, finance, and Co-op teams.
- Ensure accuracy, compliance, and timely reconciliation of vendor funding activities.
Pricing Support- Partner with merchandising teams on pricing analytics, opportunity sizing, category insights, and margin impact analysis.
- Support strategic sourcing initiatives and vendor classification projects through data analysis and reporting.
- Evaluate pricing strategies and provide recommendations that support profitability and business growth.
Market Insights- Partner with external data providers, including Circana and Numerator, to deliver shopper insights, market share reporting, and category trend analysis.
- Identify emerging consumer, category, and competitive trends to support strategic decision-making.
- Maintain external reporting partnerships and ensure access to high-quality market intelligence.
Monthly Business Review- Own the recurring monthly business review process and reporting templates.
- Ensure budget-versus-actual commentary is complete, accurate, and leadership-ready.
- Coordinate with merchant teams and key stakeholders on performance commentary and business updates.
- Present business results, insights, and recommendations to leadership teams.
Vendor & Contract Management- Manage contractor and vendor relationships, including contract administration, performance tracking, and renewal timelines.
- Initiate renewal discussions and coordinate with business partners to ensure continuity of services and reporting capabilities.
Core Competencies- Deep proficiency in DSD vendor data, sales reporting, and merchandising analytics.
- Strong expertise in budgeting, forecasting, FP&A, and financial performance management.
- Advanced Excel, Power BI, SharePoint, and business intelligence reporting capabilities.
- Experience leveraging predictive analytics, trend analysis, and data-driven decision-making.
- Strong cross-functional partnership across Finance, FP&A, Store Operations, Merchandising, IT, and Vendor Management.
- Proven ability to translate complex data into actionable business insights and strategic recommendations.
- Excellent communication, problem-solving, and stakeholder management skills.
- Demonstrated ability to lead initiatives, influence decision-making, and drive continuous improvement.
Qualifications- 10+ years of experience in business analytics, financial planning & analysis, merchandising analytics, business intelligence, or related fields.
- Bachelor's degree preferred.
- Certified Analytics Professional (CAP) certification preferred.
- Experience with forecasting, budgeting, data visualization, and strategic business analysis.
- Strong leadership, collaboration, and execution capabilities in a fast-paced business environment.
Pay RangeThe typical pay range for this role is:
$100,000.00 - $231,540.00
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. This position also includes an award target in the company's equity award program.
Great benefits for great peopleWe 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: 10/30/2026
