MSESE Financial Planning and Analysis (FP&A)

We're seeking someone to join our MSESE FP&A team as a Director (AVP-Equivalent) in Finance to drive entity forecasting, stress testing, and financial planning processes while supporting senior management decision-making through analysis, coordination, and clear narrative.

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.

This is a Director level position (AVP-Equivalent) within the Finance organization supporting Financial Planning & Analysis activities for Morgan Stanley Europe SE (MSESE), including budgeting, forecasting, performance analysis, and stress-testing.
Standard Description of the Firm

Since 1935, Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. 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, providing a superior foundation for building a professional career.

What you'll do in the role

• Collaborate with colleagues in Finance and across the Firm, including significant interaction with senior US/MSBNA stakeholders and MSESE management
• Responsible for and lead a significant set of deliverables across entity FP&A forecasting outcomes, including Budgeting, Forecasting and Performance Analysis
• Proactively identify emerging risks across deliverables and processes and drive mitigants through governance, controls and process improvements
• Act as a role model and culture carrier; embody the Firm's values and hold yourself and others accountable to Firm standards
• Coordinate the MSESE forecasting cycle (including Quarterly and Annual Stress Tests - QST/AST), managing timelines, challenging assumptions, and rationalising outputs into a coherent narrative with clear documentation
• Drive alignment of assumptions across ISG Finance, Treasury, Regulatory Controllers and LIFC, spanning P&L, Balance Sheet, RWA, Funding and Capital
• Partner with US stakeholders to deliver projections into MSBNA processes (QST/AST, Budget and Strategic/Long Term Plans), including presenting and explaining results
• Deliver regulatory reporting template requirements for forecasting outputs, manage requirement changes with upstream providers and stakeholders (including CCAR/DFAST/ICAAP), and develop new internal reporting
• Partner with model owners/developers to define requirements and prioritisation across Finance, Risk and Technology, challenge model outputs and articulate results credibly to stakeholders
• Prepare responses and materials for senior management and regulatory requests, including ad hoc requests with quick turnaround and preparation for regulatory meetings

What you'll bring to the role

• Advanced understanding of Finance functional areas including forecasting, performance analysis, and regulatory / stress testing processes
• Ability to articulate risk and impact to various audiences and create plans to mitigate those risks
• Ability to provide positive and constructive feedback and acknowledge efforts of team members
• Bachelor's Degree in Finance or related fields; additional qualifications preferred (Chartered Accountant, CFA, Master's)
• Experience in Financial Services, ideally within forecasting, performance analysis, or regulatory / stress testing processes
• Demonstrated ability to lead complex deliverables end-to-end, including timelines, dependency management and quality control
• Strong communication skills, including the ability to challenge assumptions constructively and present complex outputs to senior audiences
• Strong analytical skills and attention to detail, with ability to work across P&L and balance sheet concepts (RWA/capital/funding exposure is a plus)
• Experience partnering with Technology/model owners to define requirements and implement improvements in controlled environments
• High self-motivation with a track record of improving processes, strengthening documentation and controls, and delivering in a fast-paced environment
• At least 6 years' relevant experience would generally be expected to find the skills required for this role

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.