10 CVS Health finance leaders
Shawn Guertin, CVS Health's Executive Vice President and Chief Financial Officer from 2021 to 2024, leads off these CVS Health finance leaders, who also include the Chief Accounting Officer, four unit CFOs such as those for Health Plans and for Digital, Data Analytics & Technology, and four finance or FP&A vice presidents. Their roles span the PBM business, health plans, health care delivery and shared services, useful when setting up finance across several segments.
Professionals to explore
Brett Pancoast
LinkedInExperience: Vice President, Finance · CVS Health
Financial planning and reporting for the Pharmacy Benefit Management (PBM) business unit, plus FP&A for cost structure including the capex investment portfolio, are what Brett Pancoast has handled as Vice President, Finance at CVS Health since 2023. Brett was Executive Director, Finance (2020-2023) and Director, Finance (2013-2020) at CVS Health. PBM financial planning and capital spending questions suit Brett.
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Craig Spargimino
LinkedInExperience: CFO - Marketing, Medical Affairs, Facilities, Strategy, Customer Experience, Venture Fund · CVS Health
As CFO for the Customer Success & Growth (Marketing+), Medical Affairs and Facilities organizations, Craig Spargimino has held CFO - Marketing, Medical Affairs, Facilities, Strategy, Customer Experience, Venture Fund at CVS Health since 2024. Craig's earlier CVS Health roles include Executive Director - Global Value Realization Office Lead (2022-2024) and Executive Director - Chief Technology & Operations Strategy Officer (2021-2022). Corporate function budgets suit Craig.
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David Montemerlo
LinkedInExperience: Vice President, Shared Service FP&A · CVS Health
In January 2026 David Montemerlo became Vice President, Shared Service FP&A at CVS Health. David's other CVS Health roles are Executive Director, Capital Planning (2023-2026), Executive Director, Enterprise Economics (2021-2023), Sr. Director, Retail FP&A (2020-2021) and Director, Pharmacy FP&A (2018-2020). Capital planning and shared services cost allocation are David's fit.
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James D. Clark
LinkedInExperience: Senior Vice President, Controller and Chief Accounting Officer · CVS Health Corporation
James D. Clark has been Senior Vice President, Controller and Chief Accounting Officer at CVS Health Corporation since 2018, after serving as Vice President, Finance and Accounting (2009-2018). James was earlier a Partner at Deloitte (1987-2009) and cites over 30 years of finance, public accounting and international experience. Accounting policy, close and external reporting questions belong with James.
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Justin Warrington
LinkedInExperience: Vice President Finance · CVS Health
Justin Warrington has been Vice President Finance at CVS Health since 2019, after serving as Vice President CFO Commercial & Specialty Business at Aetna, a CVS Health Company (2015-2019). At Cigna Healthcare, Justin was CFO-Group Insurance (2012-2015) and held various financial management positions (1990-2012). Justin can compare insurance finance at Aetna and Cigna with corporate finance at CVS Health.
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Katie Durant
LinkedInExperience: Vice President FP&A, Health Care Delivery · CVS Health
Since July 2025, Katie Durant has been Vice President FP&A, Health Care Delivery at CVS Health. Katie was Executive Director, Retail Health Services (2022-2025), Executive Director, Investor Relations (2018-2022) and Director, Investor Relations (2016-2022), and Senior Manager of Technical Accounting (2011-2012) at CVS Health. Health care delivery planning and how segment results are explained to investors suit Katie.
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Lauren Meyer, PharmD, MPBA
LinkedInExperience: Vice President and CFO Health Plans · CVS Health
Underwriting, analytics and overall profitability and margin performance for the health plan segment are what Lauren Meyer, a PharmD, has overseen as Vice President and CFO Health Plans at CVS Health since May 2026. Lauren was Vice President, Rebate Performance Management (2022-2026), Senior Director, Underwriting Product Analytics and Rebate Forecast Assumptions (2021-2022) and Senior Clinical Advisor (2018-2021). Underwriting and rebate forecasting are Lauren's fit.
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Michael Sommer, MBA
LinkedInExperience: CFO AVP Digital, Data Analytics & Technology · CVS Health
Finance for digital and analytics spending is the area of Michael Sommer, CFO AVP Digital, Data Analytics & Technology at CVS Health since April 2026, who held Chief Financial Officer-Enterprise Digital, and Data & Analytics (2021-2026) and Chief Financial Officer- Aetna Analytics (2018-2021). At Aetna, a CVS Health Company, Michael was Sr. Director, Aetna Digital (2018) and Sr. Director - Financial Planning and Analysis (2014-2018).
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Noreen Shaikh
LinkedInExperience: Vice President, Chief Financial Officer · CVS Health
Pharmacy finance and margin questions fit Noreen Shaikh, Vice President, Chief Financial Officer at CVS Health since November 2025, a role covering channel and client margin, who held the same title from 2024 to 2025. Noreen was Interim Chief Financial Officer, Pharmacy and Consumer Wellness (2024-2025), Executive Director, Pharmacy Finance (2021-2024) and Director of Financial Planning and Analysis (2020-2021) at CVS Health.
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Shawn Guertin
LinkedInExperience: Former Executive Vice President and Chief Financial Officer, CVS Health · CVS Health
Shawn Guertin was Executive Vice President and Chief Financial Officer, CVS Health (2021-2024), responsible for all aspects of financial strategy, and Chief Financial Officer at Aetna, a CVS Health Company (2011-2019). Shawn also sat on the boards of DaVita Kidney Care and TriNet (2020-2021). Company-wide finance strategy at CVS Health and Aetna is Shawn's area.
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Choose the right perspective
For company-level planning and reporting, former CFO Shawn Guertin and James D. Clark hold or held the broadest titles. Segment questions split by business: Brett Pancoast for PBM planning, Lauren Meyer for health plans, Katie Durant for health care delivery and Noreen Shaikh for channel and client margin; Michael Sommer and Craig Spargimino cover finance for technology and corporate functions, and David Montemerlo covers shared services FP&A.
Questions to take into the conversation
- 01How does CVS Health's finance team plan and report across its PBM, health plan, pharmacy and health care delivery businesses without double counting shared costs?
- 02What does a unit CFO at CVS Health own, and what stays with corporate FP&A or the controller?
- 03How does CVS Health decide which capital projects get funded when segments compete for the same budget?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot; roles marked former had ended by then. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.