Analyst, Financial Planning & Analysis (FP&A)

Role Summary

The Financial, Planning & Analysis (FP&A) Analyst is a member of the Technology, Data & Operations (TDO) FP&A team, supporting the Global Client Account Services (GCAS), Global Investment Operations (GIO) and Security business units. This role delivers financial analysis, forecasting, and reporting while partnering with business stakeholders to provide insights that inform business decisions.

Responsibilities

• Partner with GIO, GCAS and Security stakeholders to provide financial insights on expense drivers, trends, and risks.
• Support budgeting, quarterly forecasting, and long-range planning processes.
• Perform monthly variance analysis (actuals vs. budget/forecast/prior periods) and clearly communicate key drivers.
• Support month-end close activities, ensuring accuracy and completeness of financial results.
• Prepare and deliver recurring and ad hoc financial reporting for leadership.
• Analyze financial and operational data to identify trends and summarize actionable insights.
• Support development of materials for business reviews and strategic planning.
• Assist the Senior Manager with advanced financial modeling and business cases.
• Proactively identify risks and opportunities and communicate implications to management.
• Identify opportunities to improve reporting, forecasting, and FP&A processes while ensuring data integrity and control.

Qualifications

Required:

• Bachelor’s degree AND
• 2+ years of total relevant work experience

Preferred:

• Bachelor’s degree in Finance, Accounting, Economics, or related field strongly preferred
• Strong analytical and financial modeling skills  
• Experience with budgeting, forecasting, and long-range planning processes, month-end close activities, and monthly variance analyses
• Ability to automate Excel-based processes
• Strong communication and stakeholder engagement skills
• Experience with financial systems and data tools (e.g., Snowflake, Power BI, or other dashboarding tools)

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. 

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).

Base Salary Ranges

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

$69,500.00 - $118,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$76,500.00 - $130,000.00 for the location of: Washington, D.C.
$87,000.00 - $148,000.00 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

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.