Analyst, Financial Planning & Analysis (FP&A)

There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. ​ We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.

Role Summary

This position will be on the Financial Planning & Analysis (FP&A) team supporting the Global Distribution business unit with financial reporting, strategic planning, forecasting, and financial modeling activities. The incumbent 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 analytical and problem-solving skills, strong verbal and written communication skills, and knowledge and interest in asset management and global trends.

A successful candidate will work independently to meet deadlines and hold themselves accountable to meet and exceed objectives. They will utilize collaboration, organization, and communication skills to work with various stakeholders across Finance and the business unit supported.

Responsibilities:

• Prepares complex financial analysis and models to provide insights to the business unit and Finance management to support business decision making
• Uses analytics and knowledge of the business unit to help compile and update short-term and long-range forecasts based on multiple inputs and assumptions to reflect changes in business strategies and business intelligence
• Collects financial and operational information from multiple sources and integrates information into financial summaries and charts
• Provides trend analysis on financial data and operating performance, interprets key trends and summarizes findings
• Determines opportunities to improve reporting process and executes reporting enhancements with new information
• Designs and develops complex reports or retrieves information for ad-hoc reporting requests and special projects
• Develops financial presentations for the business unit and Finance management to highlight findings and results from models and analyses
• Communicates effectively through verbal and written communication. Interacts with managers, staff, and peers to provide clarification, researches issues to their appropriate conclusion and provides follow-up monitoring of results
• Maintains a consistent workflow and meet deadlines, both routine and non-routine

Qualifications:

Required:

• Bachelor's degree in Finance, Accounting or Business Administration AND

• 3+ years of total relevant work experience

• Advanced proficiency in MS Excel and PowerPoint

• Proficiency in analysis of data and financial metrics

• Excellent organizational skills, and the ability to handle multiple projects or tasks

• Client-service skills for effective collaboration with internal clients

• Excellent verbal and written communication skills

Preferred:

• Confidence and ability to interact with senior leadership

• Experience with Power BI a plus

• Experience in financial systems (i.e. Oracle, SmartView)

• Knowledge of accounting principles

• Knowledge of Financial Services Industry

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.

Base salary ranges:

$83,000.00 - $141,000.00 for the location of: California, New York
$72,500.00 - $124,500.00 for the location of: Washington, D.C
$66,000.00 - $113,500.00 for the location of: Colorado, Maryland, Washington and all other US locations

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