Expense Management Finance Director

Morgan Stanley•New York, NY

About The Position

We're seeking someone to join our Real Estate Finance team as a Director in Finance, Planning & Analytics (FP&A) to play a key leadership role in the financial management of the firm's approximately $1.9 Billion occupancy expense. The individual will collaborate with and be a trusted advisor to the Corporate Services real estate team. Project work includes supporting the integration of new technology initiatives and driving enhanced/improved models. 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 level position within the 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. Additional responsibilities include expense allocation. FP&A is a contributor to the Firm’s CCAR process. 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

Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
Ability to provide positive and constructive feedback and acknowledge efforts of team members
Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks
Bachelor's degree or equivalent, preferably in Finance or related business field
At least 8 years relevant experience would be generally expected to find the skill level for this role.
Analytical mindset with strong problem-solving skills, ability to drill through to root cause of issues.
Expert level knowledge of MS Office with emphasis on PowerPoint and Excel
Excellent presentation skills with the ability to easily synthesize data for reporting to senior management.
Strong interpersonal collaboration and team skills including working with cross-functional teams
proven flexibility, adaptability, and reliability.

Responsibilities

Collaborate with a varied group of colleagues in Finance and across the Firm
Responsible for and lead a significant set of deliverables, leveraging advanced understanding of Finance functional area, product and/or client segment
Proactively identify emerging risks in individual and department work and contribute to strategies for mitigating them
Act as a role model and culture carrier; Embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards
Analyze the global corporate real estate portfolio expense and present recommendations to leadership to improve financials and highlight savings opportunities.
Support strategic decision making by providing in-depth financial analysis on complex real estate transactions including sale/leaseback, dispositions, consolidations, acquisitions, renewals, and subleases.
Manage multi-year financial plans for Morgan Stanley's real estate portfolio by partnering with Corporate Services to include updated strategic and operating plans.
Expense allocation