Financial Planning and Analysis

• Develop and execute a territory business plan to drive sales, asset growth, and market share
• Build and strengthen relationships with financial advisors, broker-dealers, and key decision-makers
• Identify, prospect, and convert new business opportunities while expanding existing client relationships
• Serve as a trusted advisor by delivering investment insights, business solutions, and market expertise
• Partner across investment, product, marketing, and relationship management teams to deliver customized client solutions
• Lead client presentations, business reviews, and sales discussions with advisors and firm leaders
• Monitor industry trends, competitive developments, and regulatory changes to identify opportunities and provide strategic guidance
• Share best practices and contribute to the ongoing development of sales strategies, tools, and client engagement approaches
• Ensure compliance with all regulatory, risk management, and firm policies

Regional Investment Consultant

• Own the annual operating plan and rolling forecast process
• Partner with business unit leaders to translate program performance into a company-level financial picture
• Lead monthly and quarterly reforecasts and variance analysis against plan
• Build, maintain, and defend overhead, fringe, and G&A rate structures
• Prepare the annual Incurred Cost Submission (ICE/ICS)
• Lead DCAA audits and business systems reviews
• Maintain knowledge of FAR, CAS, and DCAA/DCMA standards for cost accounting and billing
• Lead the Program Control function and mentor program financial analysts
• Ensure accurate EAC development, funding and labor-charging reviews, burn-rate tracking, and monthly PMR reporting
• Own the Unanet ERP platform on the finance side
• Drive reporting automation, dashboard, and BI development
• Support proposal pricing and FPRAs with Pricing and Capture teams on cost volume development

Senior Manager, FP&A Control

• Rotate through Accounting, FP&A/Program Control, Pricing & Compliance, and Financial Systems on a 4–8 month cadence
• Partner with teams on budget development, financial forecasting, and estimate-at-completion (EAC) reporting
• Contribute to month-end close activities, account reconciliations, and reporting accuracy reviews
• Maintain funding records and support client status reports and ad-hoc financial analyses
• Assist in preparing indirect rate workpapers and compliance documentation
• Use Microsoft Copilot to identify automation opportunities and improve finance workflows
• Use Microsoft Excel and the company’s ERP for day-to-day financial operations
• Deliver quality work across multiple priorities in a deadline-driven environment

Junior Financial Analyst

• Develop sales and/or client relationship management strategy for complex regional advisors in the territory
• Create, monitor, and revise lead generation plans for new revenue pipelines
• Research industry trends, competitor offerings, and clients' business environments
• Oversee key client relationships, ensuring satisfaction, responsiveness, problem resolution, compliance, and risk mitigation
• Consult with clients on T. Rowe Price products and services to generate account growth
• Ensure compliance with sales policies and programs
• Achieve substantial sales targets with territory partners and specialists
• Sell products and services to intermediary clients and high-producing advisors
• Develop territory business plans and drive new business development
• Identify and qualify prospects, build trusted-advisor relationships, and influence adoption of solutions
• Coordinate sales opportunities across T. Rowe Price business units
• Develop messaging, tactics, and relationship-management strategies for target engagements
• Retain direct management responsibility for key clients and travel frequently to clients in the territory
• Analyze complex data, trends, plan changes, strategies, and key metrics to advise clients
• Serve as a sales consultant and coordinate targeted delivery of products and services
• Conduct quarterly business reviews with the manager and coordinate with team partners

Financial Planning and Analysis jobs in Maryland

Regional Investment Consultant

Senior Manager, FP&A Control

Junior Financial Analyst

Associate Regional Investment Consultant – IL & E. MO