Lead Director – Business Planning & Analytics, Hispanic Strategy Team

CVS Health is focused on building a world of health around every individual, emphasizing a connected and compassionate health experience. The Lead Director for Business Planning & Analytics will oversee business analytics, budgeting, forecasting, and strategic planning for the Hispanic Strategy Team, driving operational performance and financial results through data-driven insights.

Responsibilities:

• 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
• 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
• 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
• 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
• 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
• 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
• 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
• 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
• 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

Requirements:

• 10+ years of experience in business analytics, financial planning & analysis, merchandising analytics, business intelligence, or related fields
• Experience with forecasting, budgeting, data visualization, and strategic business analysis
• Strong leadership, collaboration, and execution capabilities in a fast-paced business environment
• Bachelor's degree preferred
• Certified Analytics Professional (CAP) certification preferred