Manager, Financial Planning & Analysis - Investment Products

T. Rowe Price•Owings Mills, MD
•Hybrid

About The Position

The Manager will join the Financial Planning & Analysis (FP&A) team supporting the Investments business unit and Product. The role encompasses financial reporting, strategic planning, forecasting, financial modeling, and business partnership. The Manager analyzes business-unit financials to identify and communicate areas of financial risk and opportunity, drawing on complex business analysis and problem-solving skills, strong communication, and knowledge or interest in asset management and global trends. This position is based in the Maryland office and requires in-office presence four days per week, with up to one day per week from home. Remote work beyond this arrangement and alternative office locations are not available. The Maryland salary range applies to this role regardless of the candidate’s current location. Base salary is $87,000–$148,000, with placement based on relevant experience and skills. Employees may be eligible for a discretionary bonus based on company and individual performance.

Requirements

  • Bachelor’s degree.
  • At least 5 years of relevant work experience.
  • Complex business analysis and problem-solving skills.
  • Strong verbal and written communication skills.
  • Knowledge of or interest in asset management and global trends.
  • Advanced Excel modeling skills.

Nice To Haves

  • Confidence and ability to interact with senior leadership.
  • Ability to lead cross-functional initiatives and provide guidance and support to analysts.
  • Advanced PowerPoint skills.
  • High proficiency in analyzing and synthesizing complex financial data into meaningful executive summary statements.
  • Responsive, team-oriented approach and excellent client-service skills for effective relations with internal clients.
  • Experience creating data visualizations, storyboards, or dashboards in Power BI.
  • Experience with financial planning systems such as Oracle or SmartView.
  • Knowledge of accounting principles.

Responsibilities

  • Update and refine short-term and long-range forecasts and methodologies using multiple inputs and assumptions to reflect changes in business strategies, applying deep knowledge gained through business partnerships.
  • Support budgeting, quarterly forecasting, and long-range planning processes.
  • Perform monthly variance analysis of actuals against budget, forecast, and prior periods, and clearly communicate key drivers.
  • Support month-end close activities, ensuring the accuracy and completeness of financial results.
  • Support business-unit decision-making using advanced Excel modeling skills.
  • Conduct trend analysis on financial data, including assets under management (AUM), revenue, and product-related costs.
  • Analyze business-unit financials to identify and communicate areas of financial risk and opportunity.

Benefits

  • Competitive compensation.
  • Annual bonus eligibility.
  • 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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