Analyst, Financial Planning & Analysis (FP&A)

troweprice

United States

Hybrid

USD 69,000 - 148,000

Full time

4 days ago
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Benefits offered by this job

Competitive compensation
Annual bonus eligibility
Hybrid work schedul

Job summary

T. Rowe Price, a premier global asset manager, seeks an FP&A Analyst to join the Technology, Data & Operations FP&A team. You will analyze expenses, forecast and report to inform business decisions across GCAS, GIO and Security units.

The role emphasizes collaboration, strong financial modeling, and the ability to automate Excel processes. Hybrid flexibility is available, with potential for bonus and career growth.

Qualifications

  • Bachelor's degree AND 2+ years of total relevant work experience.
  • Preferred: Bachelor's in Finance, Accounting, Economics, or related field.
  • Strong analytical and financial modeling skills.
  • Experience with budgeting, forecasting, long-range planning, month-end close, and variance analyses.
  • Ability to automate Excel-based processes.
  • Strong communication and stakeholder engagement skills.
  • Experience with Snowflake, Power BI or similar dashboarding tools.

Responsibilities

  • Partner with GIO, GCAS and Security stakeholders to provide financial insights on expense drivers, trends, and risks.
  • Support budgeting, quarterly forecasting, and long-range planning processes.
  • Perform monthly variance analysis and communicate key drivers.
  • Support month-end close activities and ensure accuracy of financial results.
  • Prepare and deliver recurring and ad hoc financial reporting for leadership.
  • Analyze financial and operational data to identify trends and summarize actionable insights.
  • Assist with materials for business reviews and strategic planning.
  • Support Senior Manager with advanced financial modeling and business cases.
  • Identify risks/opportunities and communicate implications to management.
  • Suggest improvements to reporting, forecasting, and FP&A processes while ensuring data integrity.

Skills

Analytical skills
Financial modeling
Budgeting & forecasting
Long-range planning
Excel automation
Stakeholder engagement
Dashboarding tools

Education

Bachelor's degree
Finance / Accounting / Economics

Tools

Snowflake
Power BI
Dashboarding tools

Job description

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, y ou can expect opportunities to create real impact at work and in your community. Y ou'll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you'll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity .

Join us for the opportunity to g row and make a difference in ways that matter to you .

Role Summary

The Financial, Planning & Analysis (FP&A) Analyst is a member of the Technology, Data & Operations (TDO) FP&A team, supporting the Global Client Account Services (GCAS), Global Investment Operations (GIO) and Security business units. This role delivers financial analysis, forecasting, and reporting while partnering with business stakeholders to provide insights that inform business decisions.

Responsibilities
  • Partner with GIO, GCAS and Security stakeholders to provide financial insights on expense drivers, trends, and risks.
  • Support budgeting, quarterly forecasting, and long-range planning processes.
  • Perform monthly variance analysis (actuals vs. budget/forecast/prior periods) and clearly communicate key drivers.
  • Support month-end close activities, ensuring accuracy and completeness of financial results.
  • Prepare and deliver recurring and ad hoc financial reporting for leadership.
  • Analyze financial and operational data to identify trends and summarize actionable insights.
  • Support development of materials for business reviews and strategic planning.
  • Assist the Senior Manager with advanced financial modeling and business cases.
  • Proactively identify risks and opportunities and communicate implications to management.
  • Identify opportunities to improve reporting, forecasting, and FP&A processes while ensuring data integrity and control.
Qualifications
  • Required:
  • Bachelor's degree AND
  • 2+ years of total relevant work experience
  • Preferred:
  • Bachelor's degree in Finance, Accounting, Economics, or related field strongly preferred
  • Strong analytical and financial modeling skills
  • Experience with budgeting, forecasting, and long-range planning processes, month-end close activities, and monthly variance analyses
  • Ability to automate Excel-based processes
  • Strong communication and stakeholder engagement skills
  • Experience with financial systems and data tools (e.g., Snowflake, Power BI, or other dashboarding tools)
FINRA Requirements

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

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$69,500.00 - $118,000.00 for the location of: Maryland, Colorado, Washington and remote workers

$76,500.00 - $130,000.00 for the location of: Washington, D.C.

$87,000.00 - $148,000.00 for the location of: New York, California

Placement within the range provided above is based on the individual's relevant experience and skills for the role . Base salary is only one component of our total compensation package . Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.

Benefits

We value your goals and needs, at work and in life. As an associate, you'll be supported with resources , benefits , and work-life balance so you can thrive in ways that matter to you .

Featured employee benefits to enrich your life:
  • Competitive compensation
  • Annual bonus eligibility
  • A generous retirement plan
  • Hybrid work schedul
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