Sr. Manager, Financial Planning and Analysis
T. Rowe Price
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, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Join us for the opportunity to grow and make a difference in ways that matter to you.
About the Role
A role in FP&A supporting Global Distribution operates in a fast‑paced, highly visible environment where accuracy, insight, and strategic thinking are essential. The position partners closely with senior leadership across channels to synthesize trends, deliver forward‑looking analysis, and play a central role in forecasting the firm’s gross sales and net flows. With broad exposure and meaningful influence on decision‑making, this role is critical to guiding resource allocation, prioritization, and overall business performance.
Role Summary
Designs and delivers highly complex financial analytics and reporting. Responsible for the accuracy and completeness of own work. Provides guidance to less experienced team members, as needed, and contributes to the achievement of area goals.
Responsibilities
- Performs highly complex historical analyses to support end-to-end processes within Finance, including providing support for the period close, analyses of performance such as forecasted period revenue and expenses against actual results, and metrics and scorecard reporting. Identifies and monitors broad trends and presents findings to finance leadership and/or the business.
- Provides guidance on updating and refining short-term and long-range forecasts and methodologies using multiple inputs and assumptions to reflect changes in business strategies and business intelligence in the competitive environment impacting lines of business. Ensures the business is aligned with assumptions and methodologies used in forecasts.
- Conducts advanced trend analysis on financial data and operating performance. Develops recommendations on improving efficiency and effectiveness against benchmarks.
- Participates in the development of annual operating, capital, and strategic plans. Compiles financial information, conducts sophisticated analysis as needed, and interprets results and business implications to evaluate the financial impact of larger or more complex new projects and business opportunities.
Qualifications
Required:
- Bachelor's degree AND
- 8+ years of total relevant work experience
Preferred:
- Financial services experience, ideally within asset management, with strong familiarity of industry trends and financial drivers.
- Proven leadership of multi‑year forecasting processes in large, matrixed organizations, with the ability to drive alignment across diverse stakeholders.
- Hands‑on financial support experience, including ownership of operating expense management for a business unit or functional group.
- Demonstrated ability to lead cross‑functional initiatives, navigate matrixed teams, and deliver high‑quality, executive‑ready outputs under tight deadlines.
- Proficiency with analytical and reporting tools, including PBCS, Power BI, Tableau, and advanced Excel.
- Strong storytelling and communication skills, with the ability to translate complex financial insights into clear recommendations for senior leadership.
- Understanding of AUM, flows, sales pipelines, and revenue dynamics, particularly within global distribution environments.
- Ability to influence without authority, fostering collaboration across distribution, finance, and marketing partners.
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.
$110,000.00 - $188,000.00 for the location of: Maryland, Colorado, Washington and remote workers$121,000.00 - $207,000.00 for the location of: Washington, D.C.
$138,000.00 - $236,000.00 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, 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