MidFull TimeEN
We're seeking someone to join our FP&A team as a Budget and Forecasting Analyst.
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 Firm's 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 Firm's 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 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.
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 you'll 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 Firm's 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 firm's 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 You’ll Bring to the Role
0–2 years of relevant experience in Finance, FP&A, Accounting, Consulting, or a related analytical area (including internships or graduate roles)
Bachelor’s or Master’s degree in Finance, Accounting, Economics, or a related field
Strong analytical skills with the ability to understand financial data and translate it into clear insights
Solid attention to detail and commitment to data accuracy and quality
Good organizational and time‑management skills, with the ability to manage multiple tasks and meet deadlines
Strong communication skills and the ability to work effectively in a collaborative, global team environment
Proactive mindset with a willingness to learn and contribute to process improvement initiatives
Proficiency in Microsoft Excel and PowerPoint; basic VBA or Python knowledge is a plus
Exposure to or interest in financial planning systems and data visualization tools (e.g. IBM Planning Analytics / TM1, Power BI, Tableau, Essbase, Alteryx) is a plus
Support advanced finance analytics, standardize Budget & Forecast reporting package, and work on to migrate presentations to data visualization tool and build dashboard
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 that’s differentiated – and we’ve 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 - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
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.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
