Finance Manager (FP&A)

troweprice; United States; Hybrid; USD 120,000 - 180,000; Full time

Job summary

T. Rowe Price is seeking a Manager for the Financial Planning & Analysis (FP&A) team within the Technology, Data and Operations (TDO) unit.

The role focuses on financial reporting, forecasting, modeling, and partnering with the business to identify financial risks and opportunities. Responsibilities include budgeting, quarterly forecasting, and month-end close, with strong emphasis on Excel modeling and Power BI visualizations.

Qualifications

• Bachelor's degree and 5+ years of total relevant work experience.
• Strong communication skills and ability to interact with senior leadership.
• Advanced PowerPoint and Excel skills for modeling and storytelling.
• Experience creating data visualizations in Power BI.
• Familiarity with financial planning systems (Oracle, SmartView).

Responsibilities

• Update and refine short- and long-range forecasts and methodologies.
• Support budgeting, quarterly forecasting, and long-range planning.
• Perform monthly variance analysis and clearly communicate drivers.
• Assist month-end close activities with accurate financial results.
• Leverage advanced Excel modeling to support decision making; analyze trends.

Skills

Analytical thinking

Communication

Leadership

Cross-functional collaboration

Education

Bachelor's degree

Tools

Power BI

Excel

PowerPoint

Oracle

SmartView

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 Manager will be on the Financial Planning & Analysis (FP&A) team helping to support the Technology, Data and Operations (TDO) 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.

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.
• 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.
• Supports business unit decision making by leveraging advanced Excel modeling skills.
• Conducts trend analysis on financial data, technology chargebacks, and operating performance. Develops recommendations on improving efficiency and effectiveness.

Qualifications

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

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.

• $87,000.00 - $148,000.00 for the location of: Maryland, Colorado, Washington and remote workers
• $95,500.00 - $163,000.00 for the location of: Washington, D.C.
• $108,000.00 - $185,000.00 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 idea