A career at T. Rowe Price says you want to contribute and make a difference at a leading global investment management firm where success results from the dedication our associates have in building success for our clients. We are a growing organization of associates from diverse backgrounds, experiences, and perspectives.
We take a long-term view on associates and their careers. Our associates do phenomenal work with purpose, and as a result, we provide growth opportunities through in-person and online training, management development programs, and career development on the job.
If you are seeking a meaningful work experience along with a workplace culture that thrives on teamwork, we invite you to explore the opportunity to join us.
PRIMARY PURPOSE OF THE POSITION
The position is responsible for the financial operations for the business unit(s) assigned. This includes financial reporting, planning, and forecasting activities for the client. Through creation of reports and analyses, the incumbent will identify and communicate areas of financial risk and/or opportunity, which will support the strategic decision-making of senior management regarding future expenditures or other operating decisions, as appropriate.
Financial Planning & Forecasting
Manages the budget process and reporting for assigned business unit in conjunction with the Lead Finance Manager
Prepares budget re-forecasts throughout the year and performs associated variance analysis
Manages special projects to facilitate the implementation of changes to processes, tools, or business practices in the department and then use in addressing BU needs
Interacts with managers, staff, and peers to provide clarification, researches issues to their appropriate conclusion and provides follow-up monitoring of results.
Participates in the review of financial data received from various sources
Maintains a consistent workflow and meet deadlines, both routine and non-routine
Reviews financial reporting for accuracy and receives approval from Lead Finance Manager prior to distribution
Determines opportunities to improve reporting process, and executes reporting enhancements with new information
Designs and develops complex reports or retrieves information for ad-hoc reporting requests and special projects
Creates reports to inform Department Managers of project purchases and spending trends and assists with interpretation of that data.
On a quarterly basis, creates and reports actual-to-forecast results along with variance analysis
Create Ad-hoc reporting using Excel
Converts reporting data to actionable information in professional, presentation-quality format to be used in strategic business decision making processes
Utilizes the latest data visualization tools and techniques to deliver results that drive business objectives
Stays abreast of the latest business goals and drivers, and incorporates them where possible to enhance reporting solutions
Provides quality oversight for all critical and client-facing reporting and analysis deliverables
Develops, maintains, and promotes quality control standards
Develops new reports utilizing relevant data sources
College degree, or
Associate degree and a minimum of 2 years related work experience, or
High school diploma/equivalent and a minimum of 3 years related work experience
Confidence and ability to interact with senior managers
Advanced proficiency in MS Excel
Solid understanding of generally accepted accounting principles
Energy, enthusiasm and detail orientation
Excellent organizational skills
Responsive, team-oriented approach with excellent client-service skills for effective relations with internal clients
Strong analytical skills coupled with solid oral and written communication skills.
Excellent organizational skills and the ability to handle multiple tasks and prioritize accordingly
Aptitude to learn and use ERP systems
Knowledge of Financial Services Industry
Experience with FP&A process and forecasting
Experience with financial systems
College degree and 2+ years of finance or accounting experience is preferred
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 federal, state, or local law.