FP&A Budgeting & Forecasting AssociateAVP

Were seeking someone to join our Financial Planning & Analysis team as a CFP&A Budgeting & Forecasting Associate/Director to focus on Budgeting and Forecasting Production and Analytics. The ideal candidate will be hands-on with a deep understanding of system and process flows and a quick learner who can adeptly manage a team within CFP&A while collaborating effectively with various stakeholders

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. This is a Associate/Director position within our Financial Planning & Analysis Job Family which is responsible for the firms budget forecast internal management reporting and financial analysis to provide insight into the firms current and expected financial performance as well as expense allocation.

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

** This is not a senior level role. Qualified candidates will have 3-7 years of experience**

What youll do in the role:

-Collaborate with a varied group of colleagues in Finance and across the Firm

- Responsible for and lead aspects of individual and team deliverables and projects leveraging in-depth knowledge of Finance functional area product and/or client segments

- Adhere to the Firms risk and regulatory standards policies and controls; proactively identify ways to reduce risk in work

- Act as a culture carrier; embody and set an example of the Firms values and hold yourself and others accountable to Firm standards

- Support budgeting and forecasting processes including preparation analysis and review of projected financial results and executive-level materials

- Perform advanced financial analyses including sensitivity scenario and other ad-hoc analyses to support strategic decision making

- Identify opportunities to improve standardize and automate reporting processes to enhance efficiency consistency and scalability

-Support the production of weekly financial reporting for the operating committee as well as weekly results and highlights for the CFO

- Contribute to monthly and quarterly expense reporting and analytics including the narrative around performance relative to budget / forecast and prior year and quarterly results

- Responsible for overseeing and producing quarterly performance decks for the Board of Directors

- Work toward migrating traditional reporting into more scalable data driven formats including dashboards and visualization tools where appropriate

- Address strategic issues on an ad hoc basis that are complementary to the regular planning and analysis function

- Engage and coordinate effectively with partners across Finance and the broader organization including Segment Finance teams and Corporate functions

- Strong organizational skills including the ability to coordinate prioritize and manage multiple deliverables adept at working independently in a fast-paced environment and handling complexity and ambiguity

What youll bring to the role:

In-depth knowledge of Finance functional area product and/or client segment and technical skills as well as of industry and competitive environment

-Bachelors degree in finance /accounting or related field

-3-7 years of relevant experience

-Ability to operate independently with respect to most job responsibilities

- Strong analytical and problem-solving skills - ability to translate complex financial information into meaningful analysis

- Excellent analytical visualization writing and presentation skills - ability to execute complex analysis and summarize for presentation to senior stakeholders

- Ability to handle multiple tasks in a timely and effective manner and thrive in a fast-paced environment

- Team player that consistently demonstrates clear and concise written and verbal communication skills

- Ability to provide positive and constructive feedback and innovate processes

- Expert in Microsoft Office AI prompting experience is a plus (e.g. Copilot Claude Chat GPT)

- Experience with technology-enabled forecasting and data visualization tools (e.g. TM1 Power BI)

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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Expected base pay rates for the role will be between $100000 and $150000 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 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.

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