Manager, Financial Planning & Analysis - Investment Products
T. Rowe Price Associates
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Before applying, please note that this position is based in our Maryland office and requires in-office presence four days per week. Only the Maryland compensation range displayed below applies to this role, regardless of a candidate's current location. Remote work beyond this arrangement and alternative office locations are not available. Role Summary The Manager will be on the Financial Planning & Analysis (FP&A) team helping to support the Investments business unit and Product. 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. Responsibilities
- 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 budgeting, quarterly forecasting, and long-range planning processes.
- Performs monthly variance analysis (actuals vs. budget/forecast/prior periods) and clearly communicates key drivers.
- Supports month-end close activities, ensuring accuracy and completeness of financial results.
- Supports business unit decision making by leveraging advanced Excel modeling skills.
- Conducts trend analysis on financial data including AUM, revenue and product related costs.
- Bachelor's degree and 5+ years of relevant work experience
- Confidence and ability to interact with senior leadership
- Excellent verbal and written communication skills
- Ability to lead cross-functional initiatives, providing guidance and support to analysts
- 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 creating data visualizations, storyboards, or dashboards in Power BI a plus
- Experience with financial planning systems (i.e. Oracle, SmartView)
- Knowledge of accounting principles
- Competitive compensation
- Annual bonus eligibility
- A generous retirement plan
- Hybrid work schedule
- Health and wellness benefits, including online therapy
- Paid time off for vacation, illness, medical appointments, and volunteering days
- Family care resources, including fertility and adoption benefits
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