Manager, Financial Planning & Analysis – Investment Products

T. Rowe Price

. Update and refine short-term and long-range forecasts and methodologies using multiple inputs and assumptions .

Posted 11/3/2026full-timeOwings Mills • Maryland • United StatesMid-LevelSenior💰 $87,000 - $148,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial forecasting, budgeting, and variance analysis, with advanced skills in Excel and PowerPoint for effective communication and reporting. Capable of leading cross-functional initiatives and synthesizing complex financial data into actionable insights.

Highest-signal resume keywords

Financial ForecastingVariance AnalysisAdvanced Excel SkillsFinancial Planning SystemsData Visualization

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ForecastingVariance AnalysisBudgetingTrend AnalysisFinancial ModelingData SynthesisFinancial ReportingAccounting Principles

Soft Skills

Excellent Communication SkillsTeam-Oriented ApproachClient-Service SkillsLeadership

Tools & Technologies

Power BIOracleSmartView

Industry Keywords

AUMRevenueProduct-Related CostsCross-Functional Initiatives

Tech Stack

Tools & technologies

Oracle

About the role

Key responsibilities & impact

Update and refine short-term and long-range forecasts and methodologies using multiple inputs and assumptions
Support budgeting, quarterly forecasting, and long-range planning processes
Perform monthly variance analysis of actuals versus budget, forecast, and prior periods, and communicate key drivers
Support month-end close activities, ensuring accuracy and completeness of financial results
Support business unit decision-making through advanced Excel modeling
Conduct trend analysis on financial data, including AUM, revenue, and product-related costs
Analyze business-unit financials to identify and communicate financial risks and opportunities
Partner with the Investments business unit and Product on financial reporting, strategic planning, forecasting, and financial modeling

Requirements

What you’ll need

Bachelor's degree and 5+ years of relevant work experience
Confidence and ability to interact with senior leadership
Excellent verbal and written communication skills
Ability to lead cross-functional initiatives, providing guidance and support to analysts
Advanced PowerPoint 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 creating data visualizations, storyboards, or dashboards in Power BI a plus
Experience with financial planning systems (i.e. Oracle, SmartView)
Knowledge of accounting principles
FINRA licenses are not required and will not be supported for this role

Benefits

Comp & perks

Compensation
Discretionary bonus eligibility
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
Career resources and support
Flexible work arrangements