Hamza Irfan
Chicago,IL
Summary
Strategic and data-driven finance leader with 5+ years of experience across financial planning, underwriting, and healthcare analytics. Skilled in building scalable financial and underwriting models, leading cross-functional teams, and driving automation to enhance forecasting and budgeting accuracy. Proven record of partnering with executives to align analytics with strategic goals and developing high-performing teams that deliver impactful business insights.
Overview
6
6
years of professional experience
Work History
Director, Analytics & FP&A
TrueRx
01.2024 - Current
- Lead company-wide analytics and FP&A functions, managing and developing a team to enhance forecasting, budgeting, and strategic financial planning.
- Design and implement advanced financial and underwriting models to optimize pricing, margin management, and client-level profitability.
- Partner with executives and department heads to integrate data-driven insights into strategic decisions.
- Mentor analysts to strengthen modeling, data visualization, and financial storytelling capabilities.
Manager, FP&A & Underwriting Analytics
CVS Health – Caremark
01.2023 - 01.2024
- Oversaw a team of analysts supporting forecasting and revenue planning across manufacturer rebate portfolios.
- Built scalable financial models to improve forecast accuracy and reduce turnaround time for leadership reporting.
- Collaborated with Product and Operations teams to address formulary compliance and contract alignment issues.
Senior Analyst, FP&A & Underwriting Analytics
CVS Health – Caremark
01.2021 - 01.2023
- Created complex financial models supporting revenue, cost, and rebate forecasting across PBM lines of business.
- Supported quarterly budgeting and performance reporting for finance leadership and underwriting teams.
- Enhanced data accuracy and consistency across forecasting processes through automation and model standardization.
Analyst, FP&A & Underwriting Analytics
CVS Health – Caremark
01.2020 - 01.2021
- Delivered timely financial reports and cost analyses to leadership teams, supporting corporate forecasting efforts.
- Assisted in underwriting manufacturer rebate contracts and analyzing performance against plan.
- Gained foundational experience in PBM economics, pricing strategy, and data validation processes.
Education
Bachelor of Science - Finance
University of Illinois At Chicago
Chicago, IL01-2020
Skills
- Power BI
- SQL
- Excel (Advanced Modeling & Automation)
- Microsoft Office Suite
- Alteryx
- Tableau
- Python
Timeline
Director, Analytics & FP&A
TrueRx
01.2024 - Current
Manager, FP&A & Underwriting Analytics
CVS Health – Caremark
01.2023 - 01.2024
Senior Analyst, FP&A & Underwriting Analytics
CVS Health – Caremark
01.2021 - 01.2023
Analyst, FP&A & Underwriting Analytics
CVS Health – Caremark
01.2020 - 01.2021
Bachelor of Science - Finance
University of Illinois At Chicago