Director, Financial Planning and Analysis

Role Summary

This role is a senior leader on the FP&A team that supports T. Rowe Price’s Global Distribution Business Unit. This Director position is a multi-faceted role that will include direct partnership with a subset of Senior Distribution Leaders as we navigate strategic choices around prioritization, resource allocation, and real-time financial management. Skills and expertise in areas such as financial planning, budgeting, forecasting, and business analysis will be critical to drive success in the role. In addition to day-to-day responsibilities, this position plays a central role in developing three-year integrated strategic and financial plans for the business. This role reports to the Finance Business Partner for Global Distribution and will be supported by a team of managers and analysts.

Responsibilities

Business Partnership and Decision Support

• Partner with senior distribution leaders to leverage financial analysis to drive strategic planning and on-going decision making.
• Develop a deep understanding of the business you support, including the strategy, key financial drivers, business processes, and interdependencies.
• Track gross sales, redemptions, and net new flows within the distribution channels you support, and maintain a forward-looking forecast of how net new flows will trend over time.
• Lead the FP&A manager and analyst team to support budgeting, financial planning, reforecasting, and tracking of actual expenses relative to budget.
• Lead the FP&A manager and analyst team to support decision making within the BU, including cost/benefit and profitability analyses, building quantitative / financial models, etc.
• Help the business define and track KPIs related to the day-to-day operations of the business or specific initiatives.
• Help identify cost saving opportunities and closely monitors impact of cost efforts.
• Facilitate engagement of the business with broader finance team.

General leadership within FP&A

• Support a variety cross-cutting strategic projects across Global Distribution.
• Provide leadership to the team, including training, coaching, and providing regular feedback to the team. 
• Help identify and implement ideas for improving FPA processes (e.g., budgeting and forecasting), and proactively shares best practices with other colleagues.

Qualifications:

Required qualifications:

• Bachelor's degree in Finance, Accounting, or Business Administration AND 10+ years of total relevant work experience

Preferred qualifications:

• Minimum of 10+ years general management, financial analyst experience
• Strong functional skills in financial analysis, financial planning, and management reporting.
• Demonstrated ability to influence at senior levels of the organization, largely supported by excellent written and verbal communication skills.
• Strong relationship management skills.
• Self-motivated and self-reliant while possessing experience in successfully leading a cross-functional team.
• Demonstrated strong people management skills; Helps develop future leaders for the firm.
• Ability to successfully prioritize and manage multiple tasks simultaneously and independently.
• Strong interpersonal skills: position requires interaction with all levels of internal staff.
• Proven project management experience with a business perspective.
• Strong execution abilities and proven to have delivered results.
• Strong analytical skills.
• Advanced degree, CPA, CFA and/or MBA is preferred.

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 two days per week from home.