Corporate FP&A Forecasting & Strategic Transformation - Analyst/Associate

Morgan Stanley•New York, NY

21h

About The Position

Corporate FP&A is seeking a curious, motivated Analyst / Associate to support firmwide budgeting, forecasting, controls and strategic transformation initiatives, including our Strategic Transformation work on Integrated Forecasting. In this role, you’ll help translate data into clear insights for senior stakeholders, build dashboards and presentation materials, and partner across Finance to deliver outputs that are accurate, well-documented and on time. We’re especially interested in candidates who bring a technology/optimization mindset—someone who looks for opportunities to automate, standardize and continuously improve how we work. 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 Analyst/Associate position within our Risk, Assurance, Governance & Control Job Family which provides oversight and monitoring of operational risk or third party/outsourcing for the global Finance division, validation and testing of financial and regulatory reports and reinforcement of regulatory requirements, policies and procedures 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.

Requirements

2+ years of experience (including internships) in finance, analytics, risk, consulting, or a related field.
Bachelor’s degree (or expected) in finance, economics / statistics, computer science, information technology or related field.
Strong communication skills (written and verbal), including the ability to draft clear emails and present analysis in a structured, concise way.
Strong attention to detail and follow-through, with the ability to manage deadlines and maintain organized workpapers, documentation and approvals.
Technology / optimization mindset: interest in automation and process improvement (e.g., building templates, streamlining workflows)
Good understanding of the Project Lifecycle (PLC) and Software Development Lifecycle (SDLC) components.
Experience in programming languages: SQL, Java, Python, R, Scala.
Demonstrated practical approach in utilizing AI for process improvements/workflow automation via professional or personal projects.

Nice To Haves

Comfortable working with large datasets and experience with technology-enabled forecasting and data visualization tools (e.g., IBM Planning & Analytics, Essbase, Hyperion, Power BI, Tableau) is a plus.

Responsibilities

This analyst role supports Corporate FP&A Finance Modernization by improving end-to-end planning and reporting processes (budgeting, forecasting and controls) through simplification, data standardization and smart automation—helping deliver Integrated Forecasting capabilities at scale.
Map and document current-state budgeting/forecasting and management reporting workflows; identify pain points, handoffs and control gaps; and propose practical, measurable improvements.
Support Integrated Forecasting transformation by standardizing definitions, templates and driver logic; maintaining a requirements backlog; and coordinating testing and rollout communications.
Build and enhance repeatable reporting assets (Excel models, dashboards and PowerPoint packs), focusing on automation and reduced manual touchpoints while maintaining audit-ready documentation.
Partner with stakeholders across FP&A, Controllers and Risk in working on data sources, improve data quality, and define clear ownership for inputs/outputs across planning and reporting cycles.
Execute transformation governance: track milestones, risks, decisions and action items; prepare concise status updates for leadership; and ensure deliverables meet timeline and quality expectations.
Embed controls-by-design into new processes (checklists, reconciliations, review signoffs, evidence retention) to reduce operational risk and support regulatory and internal policy requirements.