Manager, Financial Planning & Analysis

There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future.

The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.

The Manager will be on the Financial Planning & Analysis (FP&A) team helping to support the Global Distribution business unit.

This will include financial reporting, strategic planning, forecasting, financial modeling and partnering with the business.

The leader will be responsible for analyzing the financials of the business unit to identify and communicate areas of financial risk and / or opportunity.

They will possess a mix of complex business analysis and problem-solving skills, strong verbal and written communication skills, and knowledge / interest in asset management and global trends.

A successful candidate will work independently to meet deadlines receiving minimal guidance and hold themselves accountable to meet and exceed objectives.

They will utilize collaboration, organization, and communication skills to work with various stakeholders across Finance and the business unit supported.

Responsibilities :

Performs complex historical analyses to support end-to-end processes within Finance, including the support for the period close, analyses of performance such as forecasted period revenue and expenses against actual results, and metrics and scorecard reporting.

Identifies and monitors trends and potential implications for financials and decision-making.

• Updates / refines short-term and long-range forecasts and methodologies using multiple inputs and assumptions to reflect changes in business strategies using deep knowledge of the business unit gained through business partnerships.
• Supports business unit decision making by leveraging advanced Excel modeling skills
• Conducts trend analysis on financial data and operating performance. Develops recommendations on improving efficiency and effectiveness.
• Participates in the development of annual operating and strategic plans. Compiles financial information and conducts analysis as needed to evaluate the financial impact of new projects and business opportunities.

Preferred Qualifications :

• Confidence and ability to interact with senior leadership
• Excellent verbal and written communication skills
• Advanced Power Point and Excel skills
• High proficiency in analyzing and synthesizing complex financial data into meaningful executive summary statements
• Responsive, team-oriented approach with excellent client-service skills for effective relations with internal clients
• Experience with Power BI a plus
• Experience with financial planning systems (i.e. Oracle, SmartView)
• Knowledge of accounting principles
• Knowledge of Financial Services Industry
• Advanced Degree or certification (MBA, CPA or CFA

Qualifications : Required :

Required :

• Bachelor's degree AND
• 5+ years of total relevant work experience

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for remote work up to two days a week.

Commitment to Diversity, Equity, and Inclusion :

We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients.

Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community.

We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.

Benefits : We invest in our people through a wide range of programs and benefits, including :

• Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions
• Flexible and remote work opportunities
• Health care benefits (medical, dental, vision)
• Tuition assistance
• Wellness programs (fitness reimbursement, Employee Assistance Program)

Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering.

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.