Sr. Manager, Financial Planning & Analysis

Posted 10 Days Ago
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Owings Mills, MD
108K-230K Annually
Senior level
Fintech
The Role
Responsible for financial planning and analysis, business partnership, decision support, forecasting corporate benefits, and leading a team in FP&A processes.
Summary Generated by Built In

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 role is a Senior Manager within the Corporate & Shared Services FP&A team. This position is a multi-faceted role that will include partnership with leaders across the Shared Services business units (Human Resources, Legal, Compliance & Audit, and the CFO Group) as well as ownership of key corporate benefit forecasts.

Skills and expertise in areas such as financial planning, budgeting, forecasting, and business analysis will be critical to drive success in the role. This role reports to the Director of Corporate & Shared Services FP&A and will be supported by a team of analysts.

Responsibilities

Business Partnership and Decision Support

  • Partner with Shared Services colleagues 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.

  • Lead direct reports to support budgeting, financial planning, reforecasting, and tracking of actual expenses relative to budget.

  • Lead direct reports to support decision making within the BU, including cost/benefit, 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 monitor impact of cost efforts.

  • Facilitate engagement of the business with broader finance team.

Corporate Benefits Forecasting

  • Partner with key contacts within Human Resources and FP&A to develop comprehensive understanding of critical firm-level inputs for benefits, staying abreast of emerging issues.

  • Develop, monitor and refine benefits forecasts in-line with reforecasting cycles, leveraging data and visualization tool

  • Lead and coach direct reports to support forecasting efforts with quantitative / financial models, etc.

General leadership within FP&A

  • Support a variety cross-cutting strategic projects across FP&A.

  • Provide leadership to the team, including training, coaching, and providing regular feedback to the team. 

  • Help identify and implement ideas for improving FP&A processes (e.g., budgeting and forecasting), and proactively shares best practices with other colleagues.

Qualifications

Required:

  • Bachelor's degree in Finance, Accounting, or Business Administration AND 6+ years of total relevant work experience

Preferred:

  • Minimum of 6+ years general management, financial analyst experience

  • Strong functional skills in financial analysis, financial planning, and management reporting.

  • 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.

  • 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.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$108,000.00 - $184,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$119,000.00 - $203,000.00 for the location of: Washington, D.C.
$135,000.00 - $230,000.00 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 roleBase salary is only one component of our total compensation packageEmployees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

Commitment to Diversity, Equity, and Inclusion

We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.

Benefits

We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.   

  

Featured employee benefits to enrich your life:   

  • Competitive compensation  

  • Annual bonus eligibility  

  • A generous retirement plan  

  • Hybrid work schedule  

  • Health and wellness benefits, including online therapy  

  • Paid time off for vacation, illness, medical appointments, and volunteering days  

  • Family care resources, including fertility and adoption benefits  

  

Learn more about our benefits.  

 

Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

Top Skills

Budgeting
Business Analysis
Financial Analysis
Forecasting
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The Company
HQ: Baltimore, MD
10,561 Employees
On-site Workplace
Year Founded: 1937

What We Do

T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term.

Headquartered in Baltimore, Maryland, we provide an array of mutual funds, subadvisory services, separate account management, recordkeeping, and related services for individuals, advisors, institutions, and retirement plan sponsors.

At T. Rowe Price, we believe in strategic investing. It has guided how we do business for more than 80 years, and it’s driven by independent thinking and rigorous research. So our clients can be confident that we’ll strive to select the right investments as we help them achieve their objectives. Strategic investing means that we don’t stop at surface level analysis. Instead, we go beyond the numbers. Our investment professionals travel the world, visiting the companies they evaluate. It’s this passion for exploration and understanding that has helped inform better decision-making and prudent risk management for our clients since its founding by Thomas Rowe Price Jr. in 1937.

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