T. Rowe Price
Director, Financial Planning and Analysis
T. Rowe Price, Owings Mills, Maryland, United States, 21117
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 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 ongoing 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 monitor the impact of cost efforts.
Facilitate engagement of the business with the broader finance team.
General leadership within FP&A
Support a variety of 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 FP&A processes (e.g., budgeting and forecasting), and proactively share 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.
Base salary ranges: $171,000.00 - $292,000.00 for the location of: California, New York $151,000.00 - $257,500.00 for the location of: Washington, D.C $137,000.00 - $234,000.00 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 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.
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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 ongoing 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 monitor the impact of cost efforts.
Facilitate engagement of the business with the broader finance team.
General leadership within FP&A
Support a variety of 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 FP&A processes (e.g., budgeting and forecasting), and proactively share 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.
Base salary ranges: $171,000.00 - $292,000.00 for the location of: California, New York $151,000.00 - $257,500.00 for the location of: Washington, D.C $137,000.00 - $234,000.00 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 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.
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