Corporate FP&A Budgeting & Forecasting - Associate/AVP

Morgan Stanley•New York, NY

3d•$110,000 - $140,000

About The Position

We're seeking someone to join our Financial Planning & Analysis team as a CFP&A Budgeting & Forecasting Associate/Director to focus on Budgeting and Forecasting Production and Analytics. The ideal candidate will be hands-on, with a deep understanding of system and process flows, and a quick learner who can adeptly manage a team within CFP&A while collaborating effectively with various stakeholders 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 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. 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 This is not a senior level role. Qualified candidates will have 4-7 years of experience What you'll do in the role: -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 - [Generate and assist in overseeing 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 - Strong organizational skills, including the ability to coordinate, prioritize and manage multiple deliverables, adept at working independently in a fast-paced environment and handling complexity and ambiguity]

Requirements

In-depth knowledge of Finance functional area, 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
4-7 years of relevant experience
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
Expert in Microsoft Office, VBA knowledge is a plus
Experience with technology-enabled forecasting and data visualization tools (e.g., Planning & Analytics, Essbase, Hyperion, Power BI, Tableau)

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
Generate and assist in overseeing 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
Strong organizational skills, including the ability to coordinate, prioritize and manage multiple deliverables, adept at working independently in a fast-paced environment and handling complexity and ambiguity