Position Summary:

Evernorth is seeking an experienced Finance Lead – to partner with key Enterprise shared service organizations to drive financial planning, analysis, and strategic decision support. This role will play a critical part in aligning financial strategies with business growth, digital transformation, and innovation priorities.

The Enterprise FP&A and Treasury Lead will be responsible for overseeing budgeting, forecasting, performance management, and cost optimization for key Enterprise shared service functions, while acting as a trusted advisor to Finance and Business leadership. In addition, this leadership role will provide governance oversight for a Treasury administration and capital planning function.  

The responsibilities for this role include, but are not limited to: 

Key Responsibilities:

•    Lead financial planning, budgeting, and forecasting for certain Shared Services functions (including Technology, Marketing, and Clinical areas). 
•    Partner with business leaders to provide data-driven insights that guide investment decisions, portfolio prioritization, and resource allocation.
•    Manage variance analysis, performance tracking, and financial reporting to ensure transparency and accountability.
•    Develop and maintain financial models, dashboards, and scenario analysis to support strategic initiatives and transformation programs.
•    Drive cost optimization strategies across for the responsible spend areas, while balancing innovation and operational stability.
•    Collaborate with cross-functional teams to align budgets with business objectives.
•    Provide oversight of a Treasury governance and banking administration function and certain capital planning activities. 
•    Mentor and guide junior analysts, fostering a culture of analytical excellence and business partnership.

Competencies / Skills:

•    Excellent communication skills, including an ability to project clarity and precision in verbal and written communication
•    Ability to effectively deal with multiple organizations and navigate a highly matrixed structure
•    Strong leadership, stakeholder management, and collaboration skills
•    Results-oriented with focus on value creation and operational efficiency
•    Strong business acumen including ability to effectively articulate business objectives
•    Strong problem-solving and critical thinking skills; ability to tease out and probe into what is not being articulated
•    Effective under pressure, dealing with ambiguity, strong analytical skills, highly focused, team player, resourceful
•    Business partnership mindset with ability to influence and challenge constructively

Qualifications:

Bachelor’s degree in finance, Accounting, Economics, or related field (MBA/CA/CFA preferred).
16-18 years of progressive experience in Financial Planning & Analysis, with at least 3+ years in a FP&A leadership role.
Strong understanding of technology finance (cloud economics, digital transformation, IT investments).
General understanding of Treasury (banking services/banking portals)
Proficiency in financial systems and tools (Hyperion, SAP, Workday Adaptive, Power BI, or equivalent).
Demonstrated ability to influence senior stakeholders and drive decisions in a complex, matrixed environment.
Excellent communication skills with the ability to translate financial insights into strategic recommendations.
 

About Evernorth Health Services