Maksim Kravets, CFA, MBA

Maksim Kravets, CFA, MBA

HEAD OF STRATEGY, OPERATIONS & FINANCE

CVS Health•Greater Hartford, United States

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Experience22+ Years
LevelCXO

Executive Overview

Strategic leader with a proven track record of transforming complexity into streamlined operations, enhancing both top and bottom-line performance. Known for building scalable teams and processes that support sustainable growth, I bring deep expertise in financial planning, analysis, change management, and restructuring to foster adaptability in dynamic environments.Pioneering the adoption of AI-powered tools, including Claude Code, to streamline and automate operational processes across staff augmentation, capital portfolio management, procurement, and monthly reporting. We are using MeshOS and vaults to store team knowledge about current operational processes and to run agents. This layer allows knowledge sharing across the team and easy access to the latest changes. As an empowering leader, I’m passionate about developing talent, coaching, and creating opportunities for teams to achieve their full potential. I focus on building confidence, offering strategic guidance, and designing clear pathways for professional growth—all while driving initiatives that maximize ROI through innovative solutions.Renowned for impactful financial management and optimizing vendor relationships, I have successfully led market transitions, joint ventures, and underperforming area turnarounds. I excel in aligning technology and investment with business goals, positioning teams and structures as strategic assets that contribute to organizational success.Core Competencies:• Strategic Business & Organizational Planning• Budget & Forecast Management / Reporting• Team Development & Management • Financial Planning & Analysis / Risk Management• Process Automation / Optimization using agentic AI and MeshOS• Project Planning, Tracking & Management

Career Timeline

Professional employment history
  • CVS HealthCurrent
    Sep 2020–Present· 6 yrs 1 mo
    • Executive Director, Information Technology Capital, Finance and OperationsCurrent
      2022–Present
    • Senior Director – Strategy and Operations, Analytics & Behavior Change Organization 2020 – 2022
      Sep 2020–Mar 2022
  • Feb 2014–Sep 2020· 6 yrs 7 mos
    • Business Program Senior Manager – Strategy and Operations, Analytics | 2017 – 2020
      Mar 2017–Sep 2020
    • Finance Director, Financial Planning & Analysis | 2014 – 2017
      Feb 2014–Mar 2017
  • Feb 2014–Sep 2020· 6 yrs 7 mos
    • Business Program Senior Manager – Strategy and Operations, Analytics | 2017 – 2020
      Mar 2017–Sep 2020
    • Finance Director, Financial Planning & Analysis | 2014 – 2017
      Feb 2014–Mar 2017
  • Sep 2013–2014· 4 mos
    • Assistant Director, Capital Planning and Reporting
      Sep 2013–2014
  • Mar 2009–Sep 2013· 4 yrs 6 mos
    • Actuarial Team Lead at Aetna International
      Jul 2011–Sep 2013
    • Financial Manager
      Mar 2009–Jul 2011
  • Mar 2009–Sep 2013· 4 yrs 6 mos
    • Actuarial Team Lead at Aetna International
      Jul 2011–Sep 2013
    • Financial Manager
      Mar 2009–Jul 2011
  • 2004–Sep 2007· 3 yrs 8 mos
    • Senior Financial Consultant
      Jul 2006–Sep 2007
    • Analyst, Financial
      2004–Jul 2006
  • 2004–Sep 2007· 3 yrs 8 mos
    • Senior Financial Consultant
      Jul 2006–Sep 2007
    • Analyst, Financial
      2004–Jul 2006

Education

Executive Education

Negotiation Strategies

Columbia Business School

Executive Education - Quantitative Intuition

Executive Education

Columbia Business School

Certificate in Business Excellence

Executive Education Leadership Program

Columbia Business School

Certificate in Project Management

Project Management

Charter Oak State College

MBA

International Business

Central Connecticut State University

BA

Management Information Systems, Finance and minor in Math

Teikyo Post University - Waterbury, CT

Executive Education - Leading Strategic Growth and Change

Business

Columbia Business School

Executive Relationship Map

Reports To
Maksim Kravets, CFA, MBA
Vice Chair & President
Chief Financial Officer
Chief Technology Officer
Chief Operating Officer

Executive Network Preview

BizKonnect has mapped this leadership network including reporting hierarchies, peer connections, and cross-functional relationships.

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Skills & Expertise

20 of 20 skills
ExcelChange ManagementTalent DevelopmentAccessP&L ManagementLeadershipCrystal ReportsSpreadsheetsCognosRecruitingBusiness TransformationContinuous ImprovementOLAPP&L ForecastingPerformance AppraisalVBABusiness Process Re-engineeringAnalytic Problem SolvingP&L AnalysisSQL