Corporate FP&A Budgeting, Forecasting and Performance Analytics, VP
Morgan Stanley
We're seeking someone to join our Financial Planning & Analysis team as a CFP&A Budgeting & Forecasting VP to focus on Budgeting and Forecasting Analytics. The ideal candidate will be a strategic thinker that can translates data across the different business areas and financial lines, and strategically turn it into analytical insights and a structured narrative for senior management
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 Vice President position within our Financial Planning & Analysis Job Family which is responsible for the firm’s budget, forecast, internal management reporting and financial analysis to provide insight into the firm’s current and expected financial performance, as well as expense allocation
CFP&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. 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:
- Collaborate with a varied group of colleagues in Finance and across the Firm
- Responsible for and lead a significant set of deliverables, leveraging advanced understanding of Finance functional area, product and/or client segment
- Proactively identify emerging risks in individual and department work and contribute to strategies for mitigating them
- Act as a role model and culture carrier; Embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards
- Conduct detailed financial analysis, identifying key trends and narratives in both current and projected financials
- Collaborate with various teams across Finance and the broader organization, including Segment Finance, Investor Relations, Firm Strategy & Execution, Tax, Capital, Treasury, Corporate Reporting, Risk, and Technology
- Enhance finance analytics and reporting processes through system improvements
- Analyze large data sets and work effectively with different Finance groups
- Manage, attract, develop and retain talent for team within Finance while creating an inclusive environment; translate Firmwide goals into actionable goals for department/function
What you'll bring to the role:
- Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
- Ability to provide positive and constructive
- feedback and acknowledge efforts of team members
- Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks
- Preferred Background: Investor Relations, Investment Banking
- Exhibit strong organizational skills, managing multiple deliverables independently in a fast-paced environment
- Demonstrate excellent analytical, visualization, writing, and presentation skills
- Capable of executing complex analyses and presenting to senior stakeholders
- Possess strong problem-solving abilities, translating complex financial schedules into meaningful analyses and presentations
- Efficiently handle multiple tasks and thrive in a fast-paced environment
- Be a team player with good communication skills
- At least 8 years' relevant experience would generally be expected to find the skills required for this role
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 - 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.
Expected base pay rates for the role will be between $110,000 and $190,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).