FP&A Financial Analyst
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
In the Finance division we act as a partner to business units around the globe by providing management review analysis and advisory services of the Firms financial and capital resources.
Corporate Financial Planning & Analysis (Corporate FP&A) is responsible for leading firmwide planning and forecasting processes management reporting and performing strategic analyses of the Firms global businesses to support strategic decision-making. The team also manages governance around Balance Sheet and P&L forecasts and co-ordinates several CCAR related processes. Corporate FP&A supports and interacts with Firm leadership the Firms 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.
Since 1935 Morgan Stanley is known as a global leader in financial services always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What youll do in the role
Being responsible for preparation consolidation and analysis of a number of key forecasting activities including but not limited to: budget forecast sensitivity analysis co-ordination of various governance forums and documentation preparations as well as other ad-hoc financial information utilized in strategic decision-making
Support the standardization of planning processes to achieve efficiency and support the Firms elevated Budget process
Review and analyze large data sets in TM1 system and work collaboratively with onshore and offshore finance business and technology teams
Assist in planning process improvement working groups engaging directly with business units and Finance controllers and Firm Risk Management to enhance the firms financial planning platforms.
Provide ad-hoc analysis create sensitivity scenarios on different finance topic
Support advanced finance analytics standardize Budget Forecast and CCAR reporting packages and work on to migrate presentations to data visualization tool and build dashboard What youll bring to the role
4-5 years of relevant experience
Bachelors / Masters degree in Finance /Accounting/Economics 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/ Python knowledge is a plus
Experience with technology-enabled forecasting and data visualization tools is a plus (e.g. IBM Planning Analytics Essbase Alteryx Power BI Tableau)
Experience in project management including requirements gathering and end user testing is a plus.
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 89 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 opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds talents perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting developing and advancing individuals based on their skills and talents.
Required Experience:
IC
Key Skills
- Cognos
- Forecasting
- Hyperion
- Microsoft Access
- Pivot tables
- Accounting
- Analysis Skills
- Microsoft Excel
- Financial Analysis
- Financial Modeling
- Budgeting
- Financial Planning
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
