Private Credit Investment Analyst at PGIM supporting large cap private credit strategies for clients. Conducting fundamental investment analysis and collaborating with senior professionals in the asset management field.
About the role
- Manager, Financial Planning and Analysis at CVS Health, focused on economic research and financial modeling. Collaborating with departments to aid in financial planning and provide insights to management.
Responsibilities
- Performs economic research and studies of rates of return, depreciation, and investments.
- Analyzes profit-and-loss income statements and prepares reports and recommendations to management.
- Generates forecasts and analyzes trends in sales, finance, and other areas of business.
- Researches economic progressions to assist the organization's financial planning.
- Creates financial models of "what if" scenarios for future business planning decisions in areas such as new product development and new marketing strategies.
- Collaborates with other departments to understand their financial needs, gather relevant data, and assist in the creation of financial plans.
- Facilitates complex financial analysis to support decision-making and provide insights to senior management.
- Examines financial data, identifying trends, evaluating financial performance, and preparing reports to communicate findings.
- Analyzes variances between actual performance and budget/forecast, assessing the financial impact of different initiatives, and recommending appropriate actions.
- Performs financial modeling and ad-hoc analysis under minimal supervision.
- Prepares monthly and quarterly reporting packages and formal business reviews, and participates in leadership presentations.
- Communicates financial summaries and complex dashboard information to management, executives, and stakeholders.
- Collaborates internally and externally with treasury, business strategy, investor relations, and enterprise financial planning and analysis (FP&A) in support of various financial initiatives.
- Identifies and improves financial planning and analysis (FP&A) inefficiencies, implements automation or standardization initiatives, and enhances the accuracy and timeliness of financial reporting.
- Interviews, selects, and develops staff using a supportive and collaborative approach on a consistent basis.
Requirements
- 5+ years of financial planning and analysis experience.
- Logistics experience.
- Certified Corporate FP&A Professional (FPAC).
- Bachelor's degree required or equivalent years of relevant experience.
Benefits
- Affordable medical plan options
- 401(k) plan (including matching company contributions)
- Employee stock purchase plan
- No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
- Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
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