Job Information
T. Rowe Price Manager, Financial Planning and Analysis in Owings Mills, Maryland
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.
About the Role:
This position will help to support the Financial Planning & Analysis US Institutional sales team. This will include financial reporting, strategic planning, forecasting, financial modeling and partnering with the business. The position will be responsible for analyzing the financials of the business 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 and interest in asset management and global trends.
A successful candidate will work independently to meet deadlines receiving minimal guidance and hold self-accountable to meet and exceed objectives. They will utilize collaboration and organization skills to work with the larger team as well as the full FP&A organization.
Role Summary
Designs and delivers highly complex financial analytics and reporting. Responsible for the accuracy and completeness of own work. Provides guidance to less experienced team members, as needed, and contributes to the achievement of area goals.
Responsibilities:
Performs highly complex historical analyses to support end-to-end processes within Finance, including providing 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 broad trends and presents findings to finance leadership and/or the business.
Provides guidance on updating and refining short-term and long-range forecasts and methodologies using multiple inputs and assumptions to reflect changes in business strategies and business intelligence in the competitive environment impacting lines of business. Ensures the business is aligned with assumptions and methodologies used in forecasts.
Conducts advanced trend analysis on financial data and operating performance. Develops recommendations on improving efficiency and effectiveness against benchmarks.
Participates in the development of annual operating, capital, and strategic plans. Compiles financial information, conducts sophisticated analysis as needed, and interprets results and business implications to evaluate the financial impact of larger or more complex new projects and business opportunities.
Qualifications:
Required:
Bachelor's degree AND
5+ years of total relevant work experience
Preferred:
Advanced Degree or certification (MBA, CPA or CFA)
Knowledge of Financial Services Industry
Experience creating the asset sales (net flow) forecast
Confidence and ability to interact with senior leadership
Excellent verbal and written communication skills
Advanced Power Point and Excel skills
Experience with Power BI
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 in financial systems (i.e. Oracle, SmartView)
Knowledge of accounting principles
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.
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on–now, and over the long term.
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