Lead Director, Financial Reporting & Analysis CPA @ CVS Health

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Job Description:

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 required

Preferred 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


Bachelor’s degree in Accounting or related field

Experience Level: Mid-Senior
Work From: Onsite

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