Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Department Profile
The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance protects the Morgan Stanley franchise by serving as guardian of the Firm's books and records, and by contributing to firm wide risk management and risk reduction. This division maintains relationships with Morgan Stanley's various industry and government regulators and also serves as the conduit of financial information to the outside investment community. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior management team.
Team Profile
Corporate Financial Planning & Analysis (Corporate FP&A) is responsible for leading firmwide planning and forecasting processes, management reporting and performing strategic analyses of the Firm's global businesses to support strategic decision-making. Corporate FP&A supports and interacts with Firm leadership, the Firm's Board of Directors and various Firm regulators. Additionally, Corporate FP&A collaborates closely with Business lines and their Finance teams, Investor Relations, global Controller teams, Treasury, Capital and the Risk Department.
Key responsibilities will include but will not be limited to the following
Being responsible for preparation, consolidation and analysis of a number of key forecasting activities including but not limited to: budget, forecast, sensitivity analysis, and other ad-hoc financial information utilized in strategic decision-making
Support the standardization of planning processes to achieve efficiency, and support the Firm's elevated Budget process
Support forecast process through TM1 system enhancements, improving system based database. Review and analyze large data sets and work collaboratively with onshore and offshore finance, business, and technology teams
Assist in forecasting process improvement working groups, engaging directly with business units and Finance controllers to enhance the firm's financial planning platforms.
Provide ad-hoc analysis, create sensitivity scenarios on different finance topic
Support advanced finance analytics, standardize Budget & Forecast reporting package, and work on to migrate presentations to data visualization tool and build dashboard
Expectations:
4-7 years of relevant experience
Bachelor's degree in Finance /Accounting or related field
Solid background in financial reporting
Strong Analytical and problem-solving Skills - Ability to translate complex financial schedules into meaningful analysis and presentations
Effective time management and ability to meet tight deadlines and handle pressure situations
Ability to handle multiple tasks in a timely and effective manner and thrive in a fast-paced environment
Team player with good communication skills
Change agent with proven ability to drive process changes
Expert in Microsoft Office, VBA knowledge is a plus
Experience with technology-enabled forecasting and data visualization tools is a must (e.g., Planning & Analytics, Essbase, Hyperion, Power BI, Tableau)
Experience in technology-driven projects or business process improvement, including requirements gathering and end user testing. Agile methodology experience a plus, but not required
What you can expect from Morgan Stanley:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Expected base pay rates for the role will be between $110,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
