- Performs complex historical analyses to support end-to-end processes within Finance, including the 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 potential implications for processes and decision-making.
- Updates/refines 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.
- Conducts 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 and conducts analysis as needed to evaluate the financial impact of new projects and business opportunities.
- Bachelor's degree AND
- 5 years of total relevant work experience
- Advanced Degree or certification (MBA, CPA or CFA)
- Knowledge of accounting principles
- Knowledge of Financial Services Industry
- Confidence and ability to interact with senior leadership
- Excellent verbal and written communication skills
- Advanced Power Point and Excel skills
- High proficiency in analyzing and synthesizing complex financial data into meaningful executive summary statements
- Responsive, team-oriented approach with excellent client-service skills for effective relations with internal clients
- Experience in financial systems (i.e. Oracle, SmartView)
- Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions
- Flexible and remote work opportunities
- Health care benefits (medical, dental, vision)
- Tuition assistance
- Wellness programs (fitness reimbursement, Employee Assistance Program)
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Manager, Financial Planning - Owings Mills, United States - T. Rowe Price
Description
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.About the Role:
This position will help to support the Financial Planning & Analysis Global Product and Investments team. This will include financial reporting, strategic planning, forecasting, financial modeling and partnering with the business.
The position will be responsible for analyzing the financials of the business to identify and communicate areas of financial risk and/or opportunity.
For this role, you should possess a mix of complex business analysis 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 receiving minimal guidance and hold self-accountable to meet and exceed objectives.
They will utilize collaboration and organization skills to work with the larger team as well as the full FP&A organization.
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:
Qualifications:
Required:
Preferred:
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for remote work up to two days a week.
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 invest in our people through a wide range of programs and benefits, including:
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.
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.
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