Balance Sheet Optimization & CCAR Reporting - AVP/Associate

Morgan Stanley•New York, NY

25d

About The Position

We are seeking someone to join our ISG FP&A team in ISG Finance to support the annual CCAR submission and quarterly Stress Test processes, as well as the annual budget for the ISG segment. The ISG FP&A team also performs a wide variety of analyses and forecasting exercises, as required, for the business unit and the ISG CFO. In the Finance division, we act as partners to business units around the globe by providing management reporting, review, analysis and advisory services relating to the Firm's financial and capital resources. This is a Director/VP level 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. FP&A is a contributor to the Firm’s CCAR process.

Requirements

In-depth knowledge of Finance functional areas, product and/or client segment and technical skills, as well as of industry and competitive environment
Ability to operate independently with respect to most job responsibilities
Ability to provide positive and constructive feedback and innovate processes
Strong background in financial reporting and accounting
Strong analytical skills and the ability to translate complex financial schedules into meaningful analysis and presentations
Strong interpersonal skills, with a balance of assertiveness and building cross-business relationships
Effective time management skills and the 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 attitude with strong communication skills
Change agent mentality with proven ability to drive process changes
At least 4 years' relevant experience would generally be expected to find the skills required for this role

Responsibilities

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 Firm's 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 Firm's values and hold yourself and others accountable to Firm standards
Partner directly with the central FP&A, ISG FP&A, and Bank FP&A groups as well as ISGF product controllers on model and data enhancements
Liaise with Corporate & Bank FP&A around additional legal entity governance and reporting
Assist with the CCAR submission and future enhancement processes
Help to coordinate PPNR and BS deliverables and deadlines, and provide guidance to BU and GPC leads and stakeholders
Assist with the production of presentation decks for business unit and firm management reviews as part of the CCAR governance process, including forums such as Review and Challenge and Management Overlay Review Forum (MORF)
Collaborate with the various GPC leads, Strats, Model Developers, and BU COOs on the build out of new and existing models - act as a central provider of all the historical data used to build out the new regression/enhanced PPNR and BS models across the trading desks
Work very closely with the various product control teams within the organization globally