Financial Planning & Analysis Business Partner
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Job Summary
We are looking for someone to join our team as aFinancial Planning & Analysis Business Partner taking a leading role within the Business Infrastructure Office (BIO) organization with responsibility for endtoend process ownership and senior stakeholder management.
The Business Infrastructure Office (BIO) within FP&A provides centralized business management reporting and coordination across infrastructure functions. BIO partners closely with Finance Operations Risk Legal and Technology to support strong governance scalability and delivery of firmwide initiatives. The role operates in a complex global matrixed Finance environment and requires strong operational execution strategic thinking and the ability to drive change at scale.
Since 1935 Morgan Stanley has been a global leader in financial services operating in more than 40 countries and continuously evolving to better serve our clients and communities.
What youll do in the role
Own and deliver endtoend infrastructure cost transparency across business segments providing clear actionable insights into total infrastructure spend and cost drivers.
Develop and oversee highquality decisionrelevant reporting supporting senior management governance forums and firmwide initiatives.
Act as a key FP&A partner to Company functions (Legal Risk Internal Audit Human Resources Administration and senior Company Management) as well as Company FP&A and Technology FP&A teams ensuring alignment consistency and accuracy across reporting frameworks.
Translate complex financial and operational data into concise compelling narratives enabling effective seniorlevel decisionmaking.
Assess existing reporting and coordination processes from an endtoend perspective identifying inefficiencies risks and scalability constraints.
Drive continuous improvement initiatives across BIO operations with a strong focus on simplification standardization and control enhancement.
Lead the adoption of automation and AIenabled solutions to improve data quality reduce manual effort and increase speed and reliability of reporting.
Establish and embed best practices to ensure BIO processes remain scalable resilient and fit for purpose.
Serve as a senior point of contact for a broad set of global stakeholders across Finance Operations Risk Legal and Technology.
Manage competing priorities in a complex matrix environment while balancing local regional and global requirements.
Communicate clearly and confidently with senior leadership including proactive escalation of risks issues and dependencies.
Ensure stability control and consistent performance during highpressure periods such as monthend close planning and forecasting cycles.
What youll bring to the role
68 years of relevant Finance / Accounting experience.
Proven track record in monthend close and reporting leadership.
Experience with automation AI and workflow tools.
Strong communication skills strategic thinking and stakeholder management capability.
Ability to translate complex financial and operational data into concise insights for senior stakeholders.
Demonstrated operational excellence with a continuous improvement mindset.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley we raise manage and allocate capital for our clients helping them reach their goals. We do it in a way thats differentiated and weve done that for 90 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.
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Certified Persons Regulatory Requirements:
If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.
Flexible work statement
Interested in flexible working opportunities Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion where individuals are hired developed and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate bringing a variety of backgrounds talents perspectives and experiences.
About Company
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, ... View more
