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T. Rowe Price

Global asset manager offering retirement solutions

Manager – Financial Planning and Analysis - Investment Products

Corporate Finance & FP&AConfirmed live in the last 24 hours
Full-timeHybrid

About the Job

Requirements

  • A bachelor's degree and at least five years of relevant work experience are required.

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 of the business unit developed through business partnerships.
  • Support budgeting, quarterly forecasting, and long-range planning processes.
  • Perform monthly variance analysis comparing actuals with 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 by leveraging advanced Excel modeling skills.
  • Conduct trend analysis on financial data, including assets under management, revenue, and product-related costs.

Desired Qualifications

  • Interact confidently with senior leadership.
  • Lead cross-functional initiatives and provide guidance and support to analysts.
  • Use advanced PowerPoint and Excel skills.
  • Analyze and synthesize complex financial data into meaningful executive summary statements.
  • Use a responsive, team-oriented approach and strong client-service skills to work effectively with internal clients.
  • Create data visualizations, storyboards, or dashboards in Power BI.
  • Use financial planning systems such as Oracle or SmartView.
  • Apply knowledge of accounting principles.

About the Company

T. Rowe Price

Global asset manager offering retirement solutions

T. Rowe Price provides investment management and retirement solutions to individual investors, financial intermediaries, and institutions worldwide. It manages client assets through a disciplined, research-driven investment process and offers a range of strategies and products designed for long-term value. Clients pay management fees based on assets under management, with total assets under management around $1.569 trillion as of June 30, 2024. The company differentiates itself by its global research capabilities, experienced investment teams, and broad client base, enabling tailored solutions for personal accounts, retirement plans, and institutional clients. Its goal is to help clients reach their financial objectives by growing and preserving capital over the long term through diversified investment strategies.

Company size
10,001+
Company stage
IPO
Headquarters
Baltimore, MD
Founded
1937

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