6,114 Real Estate Investments jobs in the United States

Director of Commercial Real Estate Investments

33602 Tampa, Florida $170000 Annually WhatJobs

Posted 19 days ago

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Job Description

full-time
Our client is seeking a highly accomplished and results-oriented Director of Commercial Real Estate Investments to join their established firm in **Tampa, Florida, US**. This key leadership role will be responsible for sourcing, evaluating, and executing a diverse range of commercial real estate investment opportunities, including office, retail, industrial, and multi-family properties. You will play a crucial role in portfolio growth, asset management, and value creation strategies. A deep understanding of real estate markets, financial modeling, due diligence processes, and transaction structuring is paramount. You will be responsible for building and maintaining strong relationships with brokers, property owners, lenders, and other industry stakeholders. Responsibilities include identifying off-market deals, conducting thorough market analysis and feasibility studies, preparing investment memorandums, and negotiating purchase agreements. You will also oversee the asset management of acquired properties, working to maximize returns through strategic leasing, capital improvements, and operational efficiencies. The ideal candidate will have a proven track record of successful investment acquisition and disposition within the commercial real estate sector, with a minimum of 8-10 years of relevant experience. A strong financial acumen, exceptional negotiation skills, and leadership capabilities are essential. A Bachelor's degree in Finance, Real Estate, Economics, or a related field is required; an MBA or advanced degree is a plus. Responsibilities include:
  • Source and identify promising commercial real estate investment opportunities.
  • Conduct in-depth market research, feasibility studies, and financial analysis.
  • Develop detailed financial models and pro forma analyses for potential acquisitions.
  • Lead the due diligence process for all transactions.
  • Negotiate purchase agreements and transaction terms.
  • Oversee the asset management of the company's real estate portfolio.
  • Develop and implement value-add strategies for existing assets.
  • Manage relationships with brokers, lenders, legal counsel, and other partners.
  • Present investment recommendations and portfolio performance to senior management.
This is an exceptional opportunity for a seasoned real estate professional to lead significant investment initiatives within a dynamic and growing market. Our client offers a highly competitive compensation package, including performance-based bonuses, and a comprehensive benefits plan. The position is based in **Tampa, Florida, US**, requiring a strong local market presence.
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Commercial Real Estate Broker - Multifamily Investments

97204 Portland, Oregon WhatJobs

Posted 14 days ago

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Job Description

full-time
Our client, a distinguished commercial real estate firm, is actively seeking a highly motivated and experienced Commercial Real Estate Broker specializing in multifamily investments to join their thriving practice in Portland, Oregon, US . This hybrid role requires a driven professional to cultivate and manage client relationships, identify investment opportunities, and facilitate the successful acquisition and disposition of multifamily properties. You will be responsible for conducting market research, performing financial analysis and valuation of properties, and developing comprehensive marketing strategies for property listings. Building and maintaining a strong network of investors, developers, and property owners is paramount to success. You will guide clients through complex transaction processes, including due diligence, negotiations, and closing procedures. Exceptional understanding of real estate market trends, valuation methodologies, and deal structuring is essential. This position requires strong analytical, communication, and negotiation skills, with a proven ability to close complex deals. You will work collaboratively with internal teams, including appraisal, legal, and marketing, to ensure seamless client service. The ideal candidate possesses a deep understanding of the multifamily sector, a tenacious work ethic, and a passion for delivering exceptional results for clients.
Responsibilities:
  • Source and identify multifamily investment opportunities for clients.
  • Represent property owners in the disposition of their assets.
  • Conduct thorough market research and analysis of real estate trends.
  • Perform financial modeling, valuation, and underwriting for potential investments.
  • Develop and execute strategic marketing plans for property listings.
  • Build and maintain strong relationships with investors, developers, and key industry stakeholders.
  • Guide clients through all stages of the transaction process, from negotiation to closing.
  • Prepare and present compelling proposals and property analyses to clients.
  • Stay current with real estate market conditions, regulations, and best practices.
  • Collaborate with internal teams to ensure successful transaction execution.
Qualifications:
  • Bachelor's degree in Real Estate, Finance, Business, or a related field.
  • Minimum of 3 years of experience as a licensed Commercial Real Estate Broker.
  • Proven track record of success in transacting multifamily properties.
  • In-depth knowledge of real estate markets, valuation techniques, and financial analysis.
  • Excellent negotiation, communication, and interpersonal skills.
  • Proficiency in real estate CRM and financial modeling software.
  • Strong understanding of real estate law and transaction procedures.
  • Ability to work independently and manage multiple client engagements.
  • Active real estate license in Oregon (or ability to obtain).
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Senior Real Estate Analyst - Commercial Investments

75201 Prairie View, Texas $110000 Annually WhatJobs

Posted 19 days ago

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Job Description

full-time
Our client, a prominent real estate investment firm, is seeking a highly analytical Senior Real Estate Analyst to join their growing team in Dallas, Texas, US . This role will focus on evaluating commercial real estate investment opportunities, conducting market research, financial modeling, and due diligence. The ideal candidate possesses a strong understanding of real estate finance, valuation methodologies, and market dynamics. You will play a key role in supporting investment decisions, preparing comprehensive reports for stakeholders, and collaborating with acquisition and asset management teams. This hybrid position offers the flexibility to work remotely for a portion of the week, while maintaining in-office collaboration.

Key Responsibilities:
  • Conduct detailed financial analysis and modeling for potential real estate acquisitions, including DCF, IRR, and NPV analysis.
  • Perform market research and analysis to identify investment trends and opportunities.
  • Evaluate property-level and portfolio-level risks and returns.
  • Assist in the due diligence process for acquisitions, including reviewing leases, contracts, and property condition reports.
  • Prepare investment memos and presentations for the investment committee.
  • Develop and maintain relationships with brokers, owners, and other industry professionals.
  • Support asset management by tracking property performance and providing analytical insights.
  • Monitor market conditions and economic factors influencing the real estate sector.
  • Work collaboratively with internal teams, including legal, finance, and property management.
  • Stay current with industry best practices, technologies, and regulatory changes impacting real estate investments.
  • Contribute to the development of investment strategies and portfolio analysis.

This hybrid role requires the candidate to be based in or near Dallas, Texas, US , with a schedule that includes both remote work and in-office days to facilitate team collaboration and access to resources. We are seeking a detail-oriented individual with strong quantitative skills, excellent communication abilities, and a passion for commercial real estate investment.
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Director of Investments, Real Estate and Real Assets - Emory Investment Management

30309 Midtown Atlanta, Georgia Emory Healthcare/Emory University

Posted today

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Job Description

**Discover Your Career at Emory University**
Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. We welcome candidates who can contribute to the diversity and excellence of our academic community.
**Description**
KEY RESPONSIBILITIES:
+ Reporting to the Managing Director of Private Markets or the Managing Director of Public Markets, the Director, Investment of Investments, Real Estate and Real Assets is responsible for researching and preparing proposals for strategy considerations within the marketable and/or non-marketable segments of long term assets.
+ Provides backup for the Managing Director of Private Markets or Managing Director of Public Markets, meets with investment managers and presents hiring recommendations and monitors the management of an $11 billion endowment.
+ Conducts asset allocation studies and Monte Carlo simulations, as requested.
+ Participates with the investment team in the formation of risk and return assumptions.
+ Researches and presents risk characteristics of marketable and/or non-marketable portfolio at monthly investment meetings.
+ Develops recommendations for new investment programs and presents to the Investment Committee of the Board of Trustees.
+ Works closely with the Director of Investment Risk Analysis to ensure the desired level of risk is maintained in the portfolios.
+ Performs qualitative and quantitative research on investment strategies and underlying managers.
+ Analyzes present investments and managers for possible modifications as investment choices.
+ Conducts global research with an emphasis on current research priorities.
+ Participates in maintaining and populating an internal database of promising prospective investment managers for each strategy.
+ Updates organization on significant developments.
+ Reviews and negotiates contracts.
+ Performs and maintains appropriate records and files on quantitative and fundamental analysis performed externally and internally.
+ Adjusts funding levels as appropriate.
+ Provides mentoring to analyst(s) performing Investment Analysis.
+ Participates in the creation and development of a relationship with the Goizueta Business School through summer internship and other scholastic programs.
+ Performs related responsibilities as required.
MINIMUM QUALIFICATIONS:
+ A bachelor's degree in business or a related field and six years of capital market or investment management experience, or an equivalent combination of education, training and experience.
+ CFA designation preferred.
+ Knowledge of investment management software tools desirable.
+ A master's degree is preferred.
PREFERRED QUALIFICATIONS:
+ Sourcing and thinking creatively about new real estate and real asset investment opportunities
NOTE: Position tasks are generally required to be performed in-person at an Emory University location. Remote work from home day options may be granted at department discretion. Emory reserves the right to change remote work status with notice to employee.
**Additional Details**
Emory University is dedicated to providing equal opportunities and equal access to all individuals regardless of race, color, religion, ethnic or national origin, gender, genetic information, age, disability, sexual orientation, gender identity, gender expression, and veteran's status. Emory University does not discriminate in admissions, educational programs, or employment on the basis of any factor stated above or prohibited under applicable law. Students, faculty, and staff are assured of participation in University programs and in the use of facilities without such discrimination. Emory University complies with Executive Order 11246, as amended, Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity and affirmative action. Emory University is committed to achieving a diverse workforce through application of its affirmative action, equal opportunity and nondiscrimination policy in all aspects of employment including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Inquiries regarding this policy should be directed to the Emory University Department of Equity and Inclusion, 201 Dowman Drive, Administration Building, Atlanta, GA 30322.
Emory University is committed to providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to request a reasonable accommodation, please contact the Department of Accessibility Services at (V) | (TDD). Please note that one week advance notice is preferred.
**Connect With Us!**
Connect with us for general consideration!
**Job Number** _ _
**Job Type** _Regular Full-Time_
**Division** _Emory Investment Mgmt_
**Department** _Emory Investment Management_
**Job Category** _Accounting and Finance_
**Campus Location (For Posting) : Location** _US-GA-Atlanta_
**_Location : Name_** _Emory Campus-Clifton Corridor_
**Remote Work Classification** _Primarily On Campus_
**Health and Safety Information** _Not Applicable_
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Manager - Strategic Financial Planning & Investments

62762 Springfield, Illinois CVS Health

Posted today

Job Viewed

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Job Description

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
**About the Role:**
**We are seeking a collaborative and results-driven** **Manager, Strategic Financial Planning & Investments** **to support key financial initiatives across the enterprise. In this remote role, you'll contribute to financial modeling, capital planning, and business case development in support of high-impact projects. This is an excellent opportunity for a strategic thinker with a strong financial background to help drive data-informed decisions and operational efficiency at CVS/Aetna.**
**Key Responsibilities:**
**Financial Planning & Analysis:** **Support the development of financial models and strategic frameworks that inform clinical services initiatives and enterprise planning. Participate in the preparation and analysis of multi-year capital plans.**
**Investment & Capital Planning:** **Assist in coordinating the capital investment planning process across the organization. Partner with Finance and business leaders to ensure investments align with enterprise priorities.**
**Portfolio Support & Performance Tracking:** **Help manage the investment portfolio by contributing to governance processes, compiling performance data, and supporting regular reporting on project status and outcomes.**
**Business Case Development:** **Contribute to the preparation of business cases and cost-benefit analyses for new initiatives. Support value realization by tracking and reporting financial and operational outcomes.**
**Collaboration & Communication:** **Collaborate across cross-functional teams and serve as a liaison between business stakeholders, finance, and strategy teams. Present data and insights in a clear, structured manner to support decision-making.**
**Location**
+ This ia a work-from-home position and one can live anywhere in the United States.
**Qualifications:**
**5+ years of experience in financial planning, strategic analysis, business consulting, or related fields**
**Strong analytical and problem-solving skills, with the ability to interpret financial data and translate it into actionable insights**
**Experience supporting enterprise-wide projects and cross-functional teams**
**Proficient in Microsoft Excel, PowerPoint, and Word**
**Effective written and verbal communication skills**
**Highly organized and self-motivated with attention to detail**
**Education:**
**Bachelor's degree preferred in Finance, Business, Economics, or a related field**
**Master's degree or relevant certifications (e.g., CPA, CFA) are a plus, but not required**
**Anticipated Weekly Hours**
40
**Time Type**
Full time
**Pay Range**
The typical pay range for this role is:
$60,300.00 - $145,860.00
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.
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 our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 09/18/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
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.
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Manager - Strategic Financial Planning & Investments

06132 Hartford, Connecticut CVS Health

Posted today

Job Viewed

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Job Description

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
**About the Role:**
**We are seeking a collaborative and results-driven** **Manager, Strategic Financial Planning & Investments** **to support key financial initiatives across the enterprise. In this remote role, you'll contribute to financial modeling, capital planning, and business case development in support of high-impact projects. This is an excellent opportunity for a strategic thinker with a strong financial background to help drive data-informed decisions and operational efficiency at CVS/Aetna.**
**Key Responsibilities:**
**Financial Planning & Analysis:** **Support the development of financial models and strategic frameworks that inform clinical services initiatives and enterprise planning. Participate in the preparation and analysis of multi-year capital plans.**
**Investment & Capital Planning:** **Assist in coordinating the capital investment planning process across the organization. Partner with Finance and business leaders to ensure investments align with enterprise priorities.**
**Portfolio Support & Performance Tracking:** **Help manage the investment portfolio by contributing to governance processes, compiling performance data, and supporting regular reporting on project status and outcomes.**
**Business Case Development:** **Contribute to the preparation of business cases and cost-benefit analyses for new initiatives. Support value realization by tracking and reporting financial and operational outcomes.**
**Collaboration & Communication:** **Collaborate across cross-functional teams and serve as a liaison between business stakeholders, finance, and strategy teams. Present data and insights in a clear, structured manner to support decision-making.**
**Location**
+ This ia a work-from-home position and one can live anywhere in the United States.
**Qualifications:**
**5+ years of experience in financial planning, strategic analysis, business consulting, or related fields**
**Strong analytical and problem-solving skills, with the ability to interpret financial data and translate it into actionable insights**
**Experience supporting enterprise-wide projects and cross-functional teams**
**Proficient in Microsoft Excel, PowerPoint, and Word**
**Effective written and verbal communication skills**
**Highly organized and self-motivated with attention to detail**
**Education:**
**Bachelor's degree preferred in Finance, Business, Economics, or a related field**
**Master's degree or relevant certifications (e.g., CPA, CFA) are a plus, but not required**
**Anticipated Weekly Hours**
40
**Time Type**
Full time
**Pay Range**
The typical pay range for this role is:
$60,300.00 - $145,860.00
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.
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 our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 10/31/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
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.
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Manager - Strategic Financial Planning & Investments

17108 Harrisburg, Pennsylvania CVS Health

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
**About the Role:**
**We are seeking a collaborative and results-driven** **Manager, Strategic Financial Planning & Investments** **to support key financial initiatives across the enterprise. In this remote role, you'll contribute to financial modeling, capital planning, and business case development in support of high-impact projects. This is an excellent opportunity for a strategic thinker with a strong financial background to help drive data-informed decisions and operational efficiency at CVS/Aetna.**
**Key Responsibilities:**
**Financial Planning & Analysis:** **Support the development of financial models and strategic frameworks that inform clinical services initiatives and enterprise planning. Participate in the preparation and analysis of multi-year capital plans.**
**Investment & Capital Planning:** **Assist in coordinating the capital investment planning process across the organization. Partner with Finance and business leaders to ensure investments align with enterprise priorities.**
**Portfolio Support & Performance Tracking:** **Help manage the investment portfolio by contributing to governance processes, compiling performance data, and supporting regular reporting on project status and outcomes.**
**Business Case Development:** **Contribute to the preparation of business cases and cost-benefit analyses for new initiatives. Support value realization by tracking and reporting financial and operational outcomes.**
**Collaboration & Communication:** **Collaborate across cross-functional teams and serve as a liaison between business stakeholders, finance, and strategy teams. Present data and insights in a clear, structured manner to support decision-making.**
**Location**
+ This ia a work-from-home position and one can live anywhere in the United States.
**Qualifications:**
**5+ years of experience in financial planning, strategic analysis, business consulting, or related fields**
**Strong analytical and problem-solving skills, with the ability to interpret financial data and translate it into actionable insights**
**Experience supporting enterprise-wide projects and cross-functional teams**
**Proficient in Microsoft Excel, PowerPoint, and Word**
**Effective written and verbal communication skills**
**Highly organized and self-motivated with attention to detail**
**Education:**
**Bachelor's degree preferred in Finance, Business, Economics, or a related field**
**Master's degree or relevant certifications (e.g., CPA, CFA) are a plus, but not required**
**Anticipated Weekly Hours**
40
**Time Type**
Full time
**Pay Range**
The typical pay range for this role is:
$60,300.00 - $145,860.00
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.
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 our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 10/31/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
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.
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Senior Manager - Strategic Financial Planning & Investments

62762 Springfield, Illinois CVS Health

Posted today

Job Viewed

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Job Description

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
We are looking for a dynamic and highly experienced **Senior Manager, Strategic Financial Planning & Investments** to join our team at CVS/Aetna. In this critical hybrid role, you will be responsible for developing and executing financial models, supporting multi-year capital planning, and driving strategic oversight for large-scale, high-impact initiatives. You'll play a central role in managing key relationships, presenting strategic insights to senior leadership, and influencing enterprise-wide decision-making.
**Responsibilities:**
+ **Strategic Financial Modeling & Planning:** Lead the design and development of financial, economic, and strategic frameworks for clinical services initiatives. Support the multi-year enterprise capital planning process, overseeing and driving high-value projects that shape product and service delivery.
+ **Investment Planning & Capital Management:** Manage the ACS capital planning process, securing $100M+ annually for strategic investments. Collaborate closely with ACS leadership, Finance, and other key stakeholders to ensure alignment with enterprise funding guidelines and organizational priorities.
+ **Portfolio Management & Governance:** Optimize the prioritization and utilization of resources across internal and external projects to maximize value. Provide portfolio governance, regular status updates, and key insights on ACS investment portfolio performance. Oversee scope management and backlog prioritization to ensure successful delivery of strategic goals.
+ **Business Case Development & Value Realization:** Lead the evaluation and development of business cases for new initiatives, ensuring alignment with strategic goals and performing cost-benefit analysis. Track value realization and develop methods to measure actual performance against expected benefits.
+ **Leadership & Communication:** Lead initiatives that require significant change management within large and complex organizations. Build and maintain strong senior-level relationships, influence strategic decision-making, and present key findings in a clear and impactful manner.
**Required Qualifications:**
+ 5+ years of experience in management consulting, financial strategic analysis, business process consulting, mergers and acquisitions, or strategic business planning.
+ Proven leadership skills with the ability to manage relationships and influence stakeholders at senior levels.
+ Expertise in business process optimization, project management, and financial planning with a focus on enterprise-wide initiatives.
+ Extensive experience in financial analysis, modeling, and reporting. Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
+ Excellent communication skills (both oral and written), with a track record of presenting to and influencing senior leadership.
+ Self-motivated, adaptable, and a proven individual contributor with a strategic mindset.
**Preferred Qualifications:**
+ Experience working within healthcare, or healthcare insurance industry is a plus, but not required
**Education:**
+ Bachelor's degree, or equivilant experience
+ Master's degree preferred, but not required.
+ Certifications or licensure in relevant disciplines are a plus.
**Pay Range**
The typical pay range for this role is:
$5,400.00 - 199,144.00
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 our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 11/14/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
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.
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Senior Manager - Strategic Financial Planning & Investments

17108 Harrisburg, Pennsylvania CVS Health

Posted 4 days ago

Job Viewed

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Job Description

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
We are looking for a dynamic and highly experienced **Senior Manager, Strategic Financial Planning & Investments** to join our team at CVS/Aetna. In this critical hybrid role, you will be responsible for developing and executing financial models, supporting multi-year capital planning, and driving strategic oversight for large-scale, high-impact initiatives. You'll play a central role in managing key relationships, presenting strategic insights to senior leadership, and influencing enterprise-wide decision-making.
**Responsibilities:**
+ **Strategic Financial Modeling & Planning:** Lead the design and development of financial, economic, and strategic frameworks for clinical services initiatives. Support the multi-year enterprise capital planning process, overseeing and driving high-value projects that shape product and service delivery.
+ **Investment Planning & Capital Management:** Manage the ACS capital planning process, securing $100M+ annually for strategic investments. Collaborate closely with ACS leadership, Finance, and other key stakeholders to ensure alignment with enterprise funding guidelines and organizational priorities.
+ **Portfolio Management & Governance:** Optimize the prioritization and utilization of resources across internal and external projects to maximize value. Provide portfolio governance, regular status updates, and key insights on ACS investment portfolio performance. Oversee scope management and backlog prioritization to ensure successful delivery of strategic goals.
+ **Business Case Development & Value Realization:** Lead the evaluation and development of business cases for new initiatives, ensuring alignment with strategic goals and performing cost-benefit analysis. Track value realization and develop methods to measure actual performance against expected benefits.
+ **Leadership & Communication:** Lead initiatives that require significant change management within large and complex organizations. Build and maintain strong senior-level relationships, influence strategic decision-making, and present key findings in a clear and impactful manner.
**Required Qualifications:**
+ 5+ years of experience in management consulting, financial strategic analysis, business process consulting, mergers and acquisitions, or strategic business planning.
+ Proven leadership skills with the ability to manage relationships and influence stakeholders at senior levels.
+ Expertise in business process optimization, project management, and financial planning with a focus on enterprise-wide initiatives.
+ Extensive experience in financial analysis, modeling, and reporting. Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
+ Excellent communication skills (both oral and written), with a track record of presenting to and influencing senior leadership.
+ Self-motivated, adaptable, and a proven individual contributor with a strategic mindset.
**Preferred Qualifications:**
+ Experience working within healthcare, or healthcare insurance industry is a plus, but not required
**Education:**
+ Bachelor's degree, or equivilant experience
+ Master's degree preferred, but not required.
+ Certifications or licensure in relevant disciplines are a plus.
**Pay Range**
The typical pay range for this role is:
$5,400.00 - 199,144.00
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 our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 11/14/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
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.
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