Manager, Financial Planning & Analysis - Investment Products

troweprice; Owings Mills (MD); Hybrid; USD 87,000 - 148,000; Full time

Job summary

T. Rowe Price is seeking an FP&A Manager to support the Investments business unit and Product. The role involves financial reporting, forecasting, modeling, and partnering with the business to identify risks and opportunities.

The position offers hybrid work with four in-office days per week. Base salary ranges are provided by location, with potential discretionary bonus based on performance. Strong communication and Excel/Power BI skills are essential for success.

Qualifications

• Bachelor's degree and 5+ years of relevant work experience.
• Strong verbal and written communication skills.
• Advanced Excel modeling skills for budgeting and forecasting.
• Experience creating data visualizations, dashboards, or Power BI reports.
• Experience with financial planning systems (Oracle, SmartView).
• Knowledge of accounting principles and financial analysis.

Responsibilities

• Updates/refines short-term and long-range forecasts and methodologies using multiple inputs and assumptions.
• Supports budgeting, quarterly forecasting, and long-range planning processes.
• Performs monthly variance analysis and communicates key drivers.
• Supports month-end close activities with accurate financial reporting.
• Leverages advanced Excel modeling for decision making.
• Conducts trend analysis on financial data (AUM, revenue, costs).

Skills

Excel

PowerPoint

Power BI

Financial modeling

Verbal & written communication

Cross-functional leadership

Education

Bachelor's degree

Tools

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 .

*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.

Qualifications

Required:

• Bachelor's degree and 5+ years of 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.

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 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 , benefi