Infrastructure Financial Planning & Analysis - Vice President

Morgan Stanley•New York, NY

About The Position

We’re seeking someone to join our Business Infrastructure Office team as a Vice President, Financial Planning & Analysis in Finance to provide analytical and executive-level insights and analytics to the ISG, MSIM, and WM segment Finance and management teams on their infrastructure allocations for budgeting and planning, forecasts/estimates, and actuals analytics. 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 Vice President level position within the 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.

Requirements

Advanced understanding of Finance functional area, industry and competitive environment and technical skills
Strong technical skills, especially in Microsoft Excel and PowerPoint, to manage large volumes of data into meaningful insight
Ability to inspire and support others by providing positive and constructive feedback and acknowledge efforts of team members
Ability to manage risk and impact to segments related to budget, forecast, estimates and balance sheet usage
Experience with financial reporting and forecasting; financial/budget management
Analytical mindset with strong problem-solving skills
Strategic thinker and thought leader with ideas on how to improve financial performance and delivery for the firm
Excellent written and verbal communication skills, with the ability to present finance concepts in a concise executive level summary to senior management
Strong interpersonal and relationship management skills
Effective delivery and time management with ability to deliver quality product consistently under tight deadlines
High degree of initiative, dependability and ability to work with little supervision
Poise and ability to act calmly and competently in high-pressure, high-stress situations
Bachelor’s degree in Finance, Economics, Accounting, or related field, with 8+ years of experience in Finance, Business Management or relevant experience

Responsibilities

Collaborate with a varied group of colleagues in Finance and across the Firm
Lead end-to-end processes related to infrastructure allocations for budgeting and planning, forecasts/estimates, and actuals analytics for ISG, MSIM, and WM segment Finance and management teams
Analyze drivers and trends of allocated costs by business, division and expense lines for monthly, quarterly, full year and multi-year planning periods
Identify risks and opportunities related to budget, forecast, estimates and balance sheet usage and impact to segments
Provide transparency and insight into allocated spend through development of analytics, metrics, and KPIs
Partner with Business Managers and Finance Business Partners on allocated cost optimization and efficiency programs
Collaborate with Allocations team to review and challenge integrity of allocation sets and processes
Develop and maintain strong relationships with client groups, including MSIM, ISG and WM Finance teams, as well as respective business unit COO orgs
Provide thought leadership on process improvements to optimize financial analytics and planning accuracy
Prepare ad-hoc analysis and presentations for senior management
Understand and adhere to the Firm's risk and regulatory standards, policies and controls
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