Lead Director – Business Planning & Analytics, Hispanic Strategy Team

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. Leads business analytics, budgeting, forecasting, and strategic planning functions for the Hispanic Strategy Team (HST). Oversees performance reporting, financial planning, expense and labor budget cycles, vendor funding processes, and data-driven decision-making across the merchandising organization. Responsible for developing analytic strategies, delivering actionable business insights, and leveraging data to drive operational performance, financial results, and strategic growth initiatives.

Business Analytics & Reporting 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. Budget & Forecasting / FP&A 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. Labor Hour Budget 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. Store P&L / Expense Budget 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. Vendor Funding & Billing 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. Pricing Support 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. Market Insights 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