Strategic Finance Lead Jobs
Strategic Finance Lead jobs are open across technology, healthcare, fintech, and consumer goods, from mid-level analyst-adjacent roles to senior individual contributors, with specializations in FP&A, business partnering, and long-range planning. Find a role that fits from the openings below and apply directly.
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We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time.
Position Summary
CVS Health's Pharmacy Services Finance Team is seeking an Executive Director to lead the Rebate Financial Strategy & Drug Profitability function. This role serves as the strategic finance leader for CVS Health's $70B+ annual rebate portfolio, providing financial stewardship, analytical rigor, and executive-level insight that directly influences pricing strategy, margin optimization, and long-term profitability across the PBM business. The Executive Director is accountable for setting the strategic direction, governance model, and executive decision framework for rebate financial performance and drug-level profitability across the enterprise. This leader will partner closely with VP and CFO leadership, Trade Strategy, Underwriting, and cross-functional stakeholders to shape rebate strategy, govern enterprise-wide drug-level financial assumptions, and translate complex pricing, utilization, contract, and regulatory dynamics into actionable narratives for executive decision-making. This is a high-visibility role that demands equal command of PBM economics, financial modeling, strategic storytelling, transformation leadership, and cross-functional influence.
Major Resonsibilities
1. Rebate Strategy & Financial Planning
- Lead financial strategy, planning, and performance management for the $70B+ rebate portfolio.
- Partner with senior Finance and business leaders to drive margin optimization and long-term profitability.
- Deliver executive insights on financial performance, emerging risks, market dynamics, and regulatory impacts.
- Evaluate key drug and market trends to inform strategic planning and forecast accuracy.
2. Enterprise Assumptions Governance & Standardization
- Establish and govern enterprise-wide financial assumptions and forecasting methodologies.
- Maintain a centralized assumptions framework that drives consistency, transparency, and decision-making.
- Align cross-functional stakeholders on critical drivers impacting pricing, profitability, and growth.
- Strengthen governance and controls to improve forecast accuracy and financial performance.
3. Drug Profitability Analytics & Reporting
- Lead enterprise drug profitability analytics and reporting strategy.
- Develop actionable insights into key profitability drivers, market dynamics, and financial performance.
- Deliver scenario modeling and executive decision support for strategic initiatives and investments.
4. Multi-Year Refresh (MYR) & Trade Capacity Model
- Lead development of the Trade Capacity Model, a key driver of long-term profitability and COGS improvement.
- Direct financial modeling and planning inputs supporting enterprise budget and multi-year forecasting processes.
5. Process Improvement, Innovation & Technology
- Lead finance transformation initiatives that enhance forecasting, reporting, and operational effectiveness.
- Advance analytics, automation, AI, and technology solutions to improve decision-making and productivity.
- Oversee investment governance and portfolio prioritization to maximize business value and financial returns.
- Drive organizational change management and adoption of new operating models and technologies.
6. Leadership, Talent Development & Stakeholder Management
- Build, lead, and develop a high-performing team focused on strategic finance, analytics, and business performance.
- Foster a culture of accountability, innovation, and continuous improvement.
- Partner across Finance, Trade, Underwriting, and Operations to align strategy and business objectives.
- Serve as a trusted advisor to senior leadership on profitability, growth, and enterprise financial strategy.
Required Qualifications
- 12+ years of progressive finance leadership experience, preferably in healthcare, PBM, managed care, or similarly complex industries
- Demonstrated experience managing P&L and presenting to SVP and C-suite leadership, with proven ability to influence executive decisions through financial insights and strategic recommendations
- Deep fluency in PBM economics including rebate structures, network and channel pricing, pharma contracting, dispensing economics, and drug-level profitability drivers
- Expertise in budgeting, forecasting, and multi-year financial modeling within a large, matrixed organization, with strong command of scenario analysis and sensitivity modeling
- Proven ability to translate complex financial, regulatory, and competitive data into clear, compelling executive communications and decision-ready narratives
- Track record of building and leading high-performing finance teams in a dynamic, fast-paced environment, with demonstrated success in talent development and organizational scaling
- Advanced financial modeling, analytical, problem-solving, and executive presentation skills, with strong proficiency in Excel and enterprise reporting tools
- Experience establishing governance frameworks and standardizing processes across cross-functional stakeholders in a matrixed organization
- Demonstrated executive presence with the ability to influence senior leaders, challenge assumptions, and drive alignment across complex business issues
Preferred Qualifications
- Familiarity with the state and federal PBM regulatory environment, including FTC, CMS, and state-level pharmacy benefit legislation
- Experience with enterprise planning platforms such as SAP, Anaplan, or equivalent tools, with demonstrated success in forecasting transformation
- Demonstrated experience leveraging AI and machine learning tools to enhance finance productivity and insight generation
- Proficiency with Tableau, SQL, SAP, and BI tools to support finance analytics, reporting, and transformation initiatives
- Background in competitive intelligence and external benchmarking within the PBM or healthcare payer space
- Experience with GLP-1 drugs, biosimilars, generic launches, and other high-impact drug categories
- Knowledge of Trade Capacity modeling, MYR processes, and COGS improvement initiatives
- Experience with assumptions governance, SSOT development, and cross-functional alignment on financial methodologies
Education
Bachelor's degree required in Finance, Accounting, Economics, Business Administration, or related field.
MBA or advanced degree preferred, with concentration in Finance, Strategy, or Healthcare Administration.
Pay Range
The typical pay range for this role is:
$131,500.00 - $303,195.00
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.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
Great benefits for great people
We 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: 10/16/2026
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time.
Position Summary
CVS Health's Pharmacy Services Finance Team is seeking an Executive Director to lead the Rebate Financial Strategy & Drug Profitability function. This role serves as the strategic finance leader for CVS Health's $70B+ annual rebate portfolio, providing financial stewardship, analytical rigor, and executive-level insight that directly influences pricing strategy, margin optimization, and long-term profitability across the PBM business. The Executive Director is accountable for setting the strategic direction, governance model, and executive decision framework for rebate financial performance and drug-level profitability across the enterprise. This leader will partner closely with VP and CFO leadership, Trade Strategy, Underwriting, and cross-functional stakeholders to shape rebate strategy, govern enterprise-wide drug-level financial assumptions, and translate complex pricing, utilization, contract, and regulatory dynamics into actionable narratives for executive decision-making. This is a high-visibility role that demands equal command of PBM economics, financial modeling, strategic storytelling, transformation leadership, and cross-functional influence.
Major Resonsibilities
1. Rebate Strategy & Financial Planning
- Lead financial strategy, planning, and performance management for the $70B+ rebate portfolio.
- Partner with senior Finance and business leaders to drive margin optimization and long-term profitability.
- Deliver executive insights on financial performance, emerging risks, market dynamics, and regulatory impacts.
- Evaluate key drug and market trends to inform strategic planning and forecast accuracy.
2. Enterprise Assumptions Governance & Standardization
- Establish and govern enterprise-wide financial assumptions and forecasting methodologies.
- Maintain a centralized assumptions framework that drives consistency, transparency, and decision-making.
- Align cross-functional stakeholders on critical drivers impacting pricing, profitability, and growth.
- Strengthen governance and controls to improve forecast accuracy and financial performance.
3. Drug Profitability Analytics & Reporting
- Lead enterprise drug profitability analytics and reporting strategy.
- Develop actionable insights into key profitability drivers, market dynamics, and financial performance.
- Deliver scenario modeling and executive decision support for strategic initiatives and investments.
4. Multi-Year Refresh (MYR) & Trade Capacity Model
- Lead development of the Trade Capacity Model, a key driver of long-term profitability and COGS improvement.
- Direct financial modeling and planning inputs supporting enterprise budget and multi-year forecasting processes.
5. Process Improvement, Innovation & Technology
- Lead finance transformation initiatives that enhance forecasting, reporting, and operational effectiveness.
- Advance analytics, automation, AI, and technology solutions to improve decision-making and productivity.
- Oversee investment governance and portfolio prioritization to maximize business value and financial returns.
- Drive organizational change management and adoption of new operating models and technologies.
6. Leadership, Talent Development & Stakeholder Management
- Build, lead, and develop a high-performing team focused on strategic finance, analytics, and business performance.
- Foster a culture of accountability, innovation, and continuous improvement.
- Partner across Finance, Trade, Underwriting, and Operations to align strategy and business objectives.
- Serve as a trusted advisor to senior leadership on profitability, growth, and enterprise financial strategy.
Required Qualifications
- 12+ years of progressive finance leadership experience, preferably in healthcare, PBM, managed care, or similarly complex industries
- Demonstrated experience managing P&L and presenting to SVP and C-suite leadership, with proven ability to influence executive decisions through financial insights and strategic recommendations
- Deep fluency in PBM economics including rebate structures, network and channel pricing, pharma contracting, dispensing economics, and drug-level profitability drivers
- Expertise in budgeting, forecasting, and multi-year financial modeling within a large, matrixed organization, with strong command of scenario analysis and sensitivity modeling
- Proven ability to translate complex financial, regulatory, and competitive data into clear, compelling executive communications and decision-ready narratives
- Track record of building and leading high-performing finance teams in a dynamic, fast-paced environment, with demonstrated success in talent development and organizational scaling
- Advanced financial modeling, analytical, problem-solving, and executive presentation skills, with strong proficiency in Excel and enterprise reporting tools
- Experience establishing governance frameworks and standardizing processes across cross-functional stakeholders in a matrixed organization
- Demonstrated executive presence with the ability to influence senior leaders, challenge assumptions, and drive alignment across complex business issues
Preferred Qualifications
- Familiarity with the state and federal PBM regulatory environment, including FTC, CMS, and state-level pharmacy benefit legislation
- Experience with enterprise planning platforms such as SAP, Anaplan, or equivalent tools, with demonstrated success in forecasting transformation
- Demonstrated experience leveraging AI and machine learning tools to enhance finance productivity and insight generation
- Proficiency with Tableau, SQL, SAP, and BI tools to support finance analytics, reporting, and transformation initiatives
- Background in competitive intelligence and external benchmarking within the PBM or healthcare payer space
- Experience with GLP-1 drugs, biosimilars, generic launches, and other high-impact drug categories
- Knowledge of Trade Capacity modeling, MYR processes, and COGS improvement initiatives
- Experience with assumptions governance, SSOT development, and cross-functional alignment on financial methodologies
Education
Bachelor's degree required in Finance, Accounting, Economics, Business Administration, or related field.
MBA or advanced degree preferred, with concentration in Finance, Strategy, or Healthcare Administration.
Pay Range
The typical pay range for this role is:
$131,500.00 - $303,195.00
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.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
Great benefits for great people
We 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: 10/16/2026
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
Strategic Finance Lead Jobs by Experience Level
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Find Strategic Finance Lead JobsStrategic Finance Lead Job Market
Who's Hiring
- CVS Health11
- Oscar Health9
- OpenAI7
- Ankura6
- Forvis Mazars, LLP6
Top Industries Hiring
- Technology & Software42
- Banking & Financial Services12
- Investment & Asset Management11
- Insurance7
- Science & Research4
What Employers Look For
The qualifications that appear most often in strategic finance lead jobs.
- 5+ years of FP&A, investment banking, or management consulting experience
- Advanced financial modeling skills in Excel or Google Sheets
- Experience partnering directly with business unit or executive leadership
- Proficiency with a BI or planning tool such as Tableau, Looker, or Anaplan
- Bachelor's degree in finance, economics, accounting, or a related field
- Strong written and verbal communication skills for cross-functional storytelling
Tips for Your Strategic Finance Lead Job Search
Quantify your modeling impact concretely
Strategic finance hiring managers want to see the downstream decisions your models drove, not just that you built them. Tie each project on your resume to a business outcome: a headcount decision, a pricing change, or a capital allocation shift.
Tailor your resume to the company stage
A strategic finance lead at a Series B startup owns different work than one at a Fortune 500. Read the job description for signals like 'building from zero' or 'partnering with a large FP&A team' and mirror that language to show you fit that environment.
Apply early to roles that fit
Migrate Mate lists strategic finance lead openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target companies in their planning cycle
Companies often post strategic finance roles in Q4 or early Q1 as they build headcount plans for the new year. Prioritize applications during those windows, because roles posted then tend to have real budget and a faster path to offer.
Prepare a business case walkthrough for interviews
Most strategic finance lead panels include a case where you analyze a dataset and recommend a decision. Practice narrating your logic out loud, not just arriving at the answer, because interviewers are evaluating how you communicate tradeoffs to non-finance stakeholders.
Negotiate using total compensation, not base alone
Strategic finance leads at growth-stage companies often receive meaningful equity. Request the strike price, the preferred stack, and the last 409A valuation before comparing offers, so you're evaluating the full economic package rather than salary in isolation.
Strategic Finance Lead Jobs: Frequently Asked Questions
Which companies are hiring the most strategic finance leads?
The companies hiring the most strategic finance leads right now include CVS Health, Oscar Health, and OpenAI, with the largest share of openings in California, New York, and Texas, based on current listings on Migrate Mate as of September 2026. Demand is especially concentrated at high-growth technology and healthcare companies that have scaled past their early-stage finance infrastructure.
How many strategic finance lead jobs are remote?
About 75% of strategic finance lead openings are fully remote or hybrid as of September 2026, making it one of the more flexible senior finance roles available. Business partnering and long-range planning work, which relies heavily on async modeling and written communication, tends to be the most remote-compatible sub-area of the role.
How do you become a strategic finance lead?
Most strategic finance leads move into the role after building a foundation in investment banking, management consulting, or FP&A. From there, the path typically involves taking on cross-functional projects, owning a planning cycle end-to-end, and demonstrating you can translate financial analysis into decisions executives act on. Building fluency in a BI tool and a headcount or revenue planning system accelerates the transition.
Can you get a strategic finance lead job with limited experience?
Breaking in with limited experience is possible if you can show deal with ambiguity and own a full analytical workflow. Candidates who move up fastest tend to have led a budgeting or forecasting process in a prior role, even informally, and can present a model they built and the business decision it informed. Targeting earlier-stage companies, where the team is smaller and scope is broader, gives you more room to demonstrate range quickly.
What does the strategic finance lead interview process look like?
The process typically starts with a recruiter or hiring manager screen focused on your background and career trajectory. A technical round follows, often including a modeling exercise or a case study where you analyze a dataset and present a recommendation. Final rounds usually include panel interviews with cross-functional partners like a VP of Product or a business unit head, testing how well you communicate financial context to non-finance audiences.
Where can I find and apply to strategic finance lead jobs?
You can find and apply to strategic finance lead jobs on Migrate Mate, which lists current openings from across the United States. Find the roles that match your background and apply directly to each listing from the page.
See All 341+ Strategic Finance Lead Jobs
Find roles that match your experience and apply in just a few clicks.
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