Corporate FP&A - Analyst

Morgan Stanley•New York, NY

About The Position

We're seeking someone to join our Financial Planning & Analysis team as a CFP&A Budgeting & Forecasting Analyst, focused on budgeting, forecasting production, and analytics. The ideal candidate will be hands-on, detail-oriented, and eager to learn, with an interest in understanding financial systems and processes and collaborating with a wide range of stakeholders. In the Finance division, we act as a partner to business units globally by providing financial analysis, management reporting, and advisory support related to the Firm's financial and capital resources. This is an Analyst position within the Financial Planning & Analysis Job Family, supporting the firm's budget, forecast, internal management reporting, and financial analysis processes. Morgan Stanley has been a global leader in financial services since 1935, serving clients and communities in more than 40 countries. This is not a senior level role.

Requirements

Basic understanding of financial concepts and strong analytical skill
Ability to operate independently and as part of a team
1-3 years of relevant experience in Finance, Accounting, or a related field
Bachelor's degree in finance /accounting or related field
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
Proficiency in Microsoft Office (especially Excel and PowerPoint)

Nice To Haves

VBA knowledge is a plus
Exposure to financial systems or data visualization tools (e.g., Essbase, Hyperion, Power BI, Tableau) is a plus

Responsibilities

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