Senior Analyst, Reconciliation COE
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
The Senior Analyst, Reconciliation Center of Excellence (COE), is responsible for execution and review of balance sheet reconciliations in accordance with enterprise controllership standards. This role ensures reconciliations are complete, accurate, and supported by appropriate documentation, with a primary focus on risk-based review, reconciling item identification, and timely resolution.
This colleague will partner closely with onshore and offshore reconciliation resources to drive consistency, accountability, and adherence to established timelines and quality standards. The role requires proactive management of expectations, clear communication of priorities, and effective coordination across global teams to ensure reconciling items are resolved timely and in alignment with policy.
Key Responsibilities
Reconciliation Execution & Review
Perform and/or review balance sheet reconciliations in alignment with COE standards, ensuring completeness, accuracy, and compliance with policy
Validate supporting documentation, ensuring clear audit trail and alignment to account activity
Apply risk-based review principles, focusing on high-risk and material accounts
Identify and challenge unsupported balances or insufficient explanations prior to certification
Reconciling Item Management
Identify, track, and drive resolution of reconciling items, including root cause identification
Monitor aging of open items and ensure timely follow-up in accordance with established thresholds
Partner with business and functional teams to resolve discrepancies and clear outstanding balances
Escalate aged, complex, or high-risk items in a timely manner
Support account clean-up efforts and reduction of recurring reconciling differences
Global Team Coordination (Onshore/Offshore Model)
Collaborate with offshore reconciliation teams to reinforce quality standards and service level expectations
Provide direction and clarity on priorities, timelines, and deliverables
Manage day-to-day expectations with offshore teams to ensure consistent and timely output
Drive accountability for issue follow-up and resolution across distributed teams
Controls & Compliance
Execute responsibilities in accordance with SOX control requirements and internal control framework
Ensure reconciliations are audit-ready, with appropriate documentation and evidence of review
Support internal and external audit requests, including walkthroughs and documentation support
Maintain adherence to enterprise reconciliation policy and COE governance standards
Continuous Improvement
Identify opportunities to enhance reconciliation quality, efficiency, and standardization
Support initiatives related to automation, tool optimization (e.g., BlackLine), and process improvement
Contribute to ongoing transformation efforts within the Reconciliation COE and broader Controllership organization
Success Metrics
On-time completion and certification of reconciliations
Reduction in aged reconciling items and improved account health
Quality and audit readiness of reconciliation documentation
Adherence to SOX and internal control requirements
Effective coordination with offshore teams and stakeholder satisfaction
Key Competencies
Functional Expertise (Reconciliations & Account Analysis)
Controls Mindset & Risk Awareness
Accountability & Ownership
Collaboration & Cross-Functional Partnership
Communication & Stakeholder Management
Continuous Improvement Orientation
Required Qualifications
3+ years of accounting, reconciliation, or financial operations experience
Experience performing or reviewing balance sheet reconciliations in a controlled environment
Knowledge of SOX controls and financial reporting processes
Preferred Qualifications
CPA or progress toward certification
Experience in a shared services or COE model
Experience with BlackLine or similar reconciliation platforms
Experience with large ERP systems (e.g., SAP, Oracle)
Exposure to process improvement or transformation initiatives
Strong communication skills with experience working across onshore/offshore teams
Demonstrated ability to manage competing priorities and meet deadlines
Strong analytical, problem-solving, and organizational skills
Education
Bachelor’s degree in Accounting, Finance, or related field
Anticipated Weekly Hours
40Time Type
Full timePay Range
The typical pay range for this role is:
$46,988.00 - $102,000.00This 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 offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families.
Additional details about available benefits are provided during the application process and on Benefits Moments.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.