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. **Position Summary** The Analyst is responsible for the administration and operational support of the Employee Stock Purchase Plan (ESPP) and related equity programs. This role ensures accurate processing, compliance with regulatory requirements, and timely resolution of inquiries. The Analyst partners closely with the Equity team, Executive Compensation, and external vendors (including E*TRADE) to deliver a seamless employee experience. **Key Responsibilities** **ESPP Administration** + Manage semi-annual ESPP contribution reconciliation and share purchase process. + Process $25K Fair Market Value (FMV) refunds and employee communications. + Perform imputed income calculations and reporting for Puerto Rico and Ireland (Signify and Cordavis). + Complete Ireland Share Scheme reporting requirements. + Prepare and deliver monthly ESPP DSD reporting. + Coordinate annual review and approval of IRS Form 3922 generated by E*TRADE. + Monitor and maintain related system integrations for ESPP and equity programs. **Case Escalation & Inquiry Management** + Research and resolve Tier II and Tier III inquiries from ServiceNow, shared mailboxes, and email escalations from HR workstreams and vendors. + Fulfill document requests, including subpoenas, historical account statements, and 1099 forms. + Monitor, triage, and resolve inquiries from shared mailboxes related to ESPP and other retirement plans. **Compliance & Reporting** + Ensure accurate reporting and compliance for ESPP and equity programs across multiple jurisdictions. + Support annual tax reporting processes and audits. **Additional Responsibilities** + Perform LOA data corrections for 401(k) accounts. + Serve as backup for Weekly Wire activities and Terms in Error process. + Maintain and update documented processes and SOPs. **Required Qualifications** + 2+ years of experience in equity administration, ESPP, or retirement plan operations. + Strong understanding of tax reporting and compliance for equity programs. + Proficiency with HR systems, ServiceNow, and vendor platforms (E*TRADE experience a plus). + Excellent analytical, problem-solving, and communication skills. + Ability to manage multiple priorities and meet deadlines in a fast-paced environment. **Preferred Qualifications** + Detail-oriented with strong organizational skills. + Ability to work collaboratively across HR, Finance, and external vendors. + Customer-focused with a commitment to delivering accurate and timely service. **Education** Bachelor’s degree in Finance, Accounting, HR, or related field preferred. A combination of education and relevant years of experience will be considered. **Anticipated Weekly Hours** 40 **Time Type** Full time **Pay Range** The typical pay range for this role is: $46,988.00 - $112,200.00 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 https://jobs.cvshealth.com/us/en/benefits We anticipate the application window for this opening will close on: 11/18/2025 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.