Corporate FP&A Stress Testing Analytics - Associate/AVP

Morgan Stanley•New York, NY

16h•$110,000 - $140,000

About The Position

We are seeking someone to join our Corporate FP&A team as an Associate / Director on the Stress Testing Analytics team. The ideal candidate will partner with stakeholders to translate data into analytical insights to support a structured narrative for senior management 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 an Associate / Director 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. 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. This is not a senior level role. Ideal candidates will have 4-7 years of experience

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
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 with good 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)
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
Being responsible for preparation, consolidation and analysis of key forecasting activities including but not limited to: CCAR PPNR (Pre Provision Net Revenue) and Balance Sheet Forecast, sensitivity analysis, and other ad-hoc financial information
Execute detailed analytical review of financials and identifying key themes and narratives related to projected financials
Engage and partner with teams across Finance and the wider organization including: Segment Finance (ISG, WM, IM, Infrastructure), Firm Strategy & Execution, Tax, Capital, Treasury, Corporate Reporting, Risk, Technology
Support advanced finance analytics including sensitivity and pro-forma reporting
Support projections process through TM1 system enhancements, improving system-based database. Review and analyze large data sets and work collaboratively with onshore and offshore finance, business segments, and technology teams
Standardize Corporate FP&A reporting packages, and work to migrate presentations to data visualization tools and build dashboards
Support the completion and submission of regulatory reporting where necessary ( i.e Y14-A schedules)