Accounting & Finance Manager at Axos Bank overseeing accounting operations. Ensuring accurate financial reports comply with GAAP and SOX standards while managing a team.
About the role
- Senior Manager, Financial Planning and Analysis at T. Rowe Price responsible for financial analytics and reporting. Collaborating with leadership to guide resource allocation and overall business performance.
Responsibilities
- Performs highly complex historical analyses to support end-to-end processes within Finance, including providing 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 presents findings to finance leadership and/or the business
- Provides guidance on updating and refining 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
- Ensures the business is aligned with assumptions and methodologies used in forecasts
- Conducts advanced 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, conducts sophisticated analysis as needed, and interprets results and business implications to evaluate the financial impact of larger or more complex new projects and business opportunities
Requirements
- Bachelor's degree AND 8+ years of total relevant work experience
- Financial services experience, ideally within asset management, with strong familiarity of industry trends and financial drivers
- Proven leadership of multi-year forecasting processes in large, matrixed organizations, with the ability to drive alignment across diverse stakeholders
- Hands-on financial support experience, including ownership of operating expense management for a business unit or functional group
- Demonstrated ability to lead cross-functional initiatives, navigate matrixed teams, and deliver high-quality, executive-ready outputs under tight deadlines
- Proficiency with analytical and reporting tools, including PBCS, Power BI, Tableau, and advanced Excel
- Strong storytelling and communication skills, with the ability to translate complex financial insights into clear recommendations for senior leadership
- Understanding of AUM, flows, sales pipelines, and revenue dynamics, particularly within global distribution environments
Benefits
- Competitive compensation
- Annual bonus eligibility
- A generous 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
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