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.

This position is to be filled as Hybrid in either Hartford, CT. or Cumberland, RI. Additional core CVS locations may be considered

Position Summary

Would you like to join CVS Health as part of our Finance team? As the Lead Director Financial Reporting & Analysis, you will lead a dedicated team responsible for the preparation and filing of the Company's financial statements, including consolidated annual revenues estimated at nearly $300 billion and more than $200 billion in assets on the balance sheet. This role is responsible for the oversight of filing required SEC financial reporting documents including Forms 10-K, 10-Q and 8-K and the preparation and filing of other GAAP regulatory reporting requirements as required. This role is also responsible for the review of financial information included in documents disseminated externally and throughout the organization. Responsibilities include the following:

• Assist in coordination and preparation of the required quarterly, annual and ad-hoc filings with the Securities and Exchange Commission including but not limited to Forms 10-K and 10-Q, including XBRL disclosures, Form 11-K, quarterly and annual earnings release on Form 8-K, as well as ad hoc Form 8-K filings

• Assist in coordination and preparation of related support materials for management as it relates to information needed for quarterly and annual earnings releases

• Assist in coordination and preparation of various securities offering documents and other investing and financing transactions that may occur from time to time

• Assist in the evaluation of the accounting and financial statement impact of various operating, investing and financing transactions which may occur from time to time

• Financial review of externally disseminated documents including the annual report, proxy statement, quarterly earnings materials, Environmental, Social and Governance (ESG) Report and other ad hoc business requests

• Review and approval of the Health Care Benefits stand-alone regulatory GAAP financial statements for various regulated subsidiaries

• Lead the external reporting work stream related to the purchase accounting (valuation) and integration of acquired companies.

• Support enterprise growth, strategy and transformation initiatives and the related financial reporting implications including drafting of new disclosures in regulatory documents

• Coordinate the review of the Company’s public filings and disclosures with the external auditors

• Coordinate the periodic review of the Company’s internal documentation with the Internal Audit group in support of SOX control testing

• Ensure compliance with U.S. GAAP and SEC rules and regulations

Required Qualifications• 8 to 10 years finance/accounting work experience

• Certified Public Accountant requiredPreferred Qualifications• Big 4 Public Accounting experience• Insurance, Pharmacy Benefit Management and/or Retail industry experience• Supervisory or managerial experience• Extensive knowledge of US GAAP and SEC Rules, Regulations and Filings• Ability to work in a fast paced environment• Detail oriented self-starter with excellent interpersonal skills• Proven standout colleague with ability to work with all levels of colleagues, including senior management, peers and subordinates

Education

Bachelor’s degree in Accounting or related field

Pay Range

The typical pay range for this role is:

$100,000.00 - $231,500.00

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. 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

We anticipate the application window for this opening will close on: 03/29/2024

CVS Health requires certain colleagues to be fully vaccinated against COVID-19 (including any booster shots if required), where allowable under the law, unless they are approved for a reasonable accommodation based on disability, medical condition, religious belief, or other legally recognized reasons that prevents them from being vaccinated.

You are required to have received at least one COVID-19 shot prior to your first day of employment and to provide proof of your vaccination status or apply for a reasonable accommodation within the first 10 days of your employment. Please note that in some states and roles, you may be required to provide proof of full vaccination or an approved reasonable accommodation before you can begin to actively work.

CVS Health is committed to recruiting, hiring, developing, advancing, and retaining individuals with disabilities. As such, we strive to provide equal access to the benefits and privileges of employment, including the provision of a reasonable accommodation to perform essential job functions. CVS Health can provide a request for a reasonable accommodation, including a qualified interpreter, written information in other formats, translation or other services through ColleagueRelations@CVSHealth.com If you have a speech or hearing disability, please call 7-1-1 to utilize Telecommunications Relay Services (TRS). We will make every effort to respond to your request within 48 business hours and do everything we can to work towards a solution.

We are an equal opportunity and affirmative action employer. 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.