Case Study: T. Rowe Price modernizes financial planning with Oracle Cloud EPM and Oracle Cloud ERP

T. Rowe Price modernizes long-range financial plans with Oracle Cloud EPM

T. Rowe Price, a global asset management firm and longtime Oracle E-Business Suite customer, wanted to move its finance technology to the cloud while reducing reliance on Excel for reconciliation, close, and consolidation. The company needed a more efficient way to replace manual processes, create a single source of truth, and improve data integrity, so it turned to Oracle Cloud ERP and Oracle Cloud EPM.

Oracle implemented Oracle Cloud ERP and Oracle Cloud EPM to streamline finance operations, standardize accounting, automate reconciliations, and improve consolidation, tax reporting, and data management. As a result, T. Rowe Price reduced manual effort, increased transparency and auditability, and gave finance teams more time to analyze data and produce monthly reporting; the project was completed on time and on budget.

T. Rowe Price

Lindsay Kutzer

Director of Finance Systems