Finance Associate - Financial Planning & Analysis (Hybrid)

Morgan Stanley; Montreal (administrative region); Hybrid; CAD 75,000 - 110,000; Full time

Benefits offered by this job

Hybrid work environment

Job summary

Morgan Stanley is seeking a Finance Associate to produce consolidated reporting for actual, budget, and forecast within the Financial Planning & Analytics area, supporting transformation efforts in Infra Finance. The role requires collaboration across Finance and the Firm, delivering insights and advanced analytics to executives.

Located in Montreal, this hybrid position calls for strong communication, 2+ years in financial analysis, and a Bachelor’s in Accounting or Finance.

Qualifications

• 2+ years of relevant experience in financial analysis and reporting
• Experience in business analysis, system integration or business transformation is a plus
• Bachelor's degree in Accounting or Finance preferred

Responsibilities

• Collaborate with Finance and cross-Firm colleagues to deliver consolidated reporting for actual, budget and forecast
• Support finance transformation initiatives within the Infra Finance team
• Identify opportunities to apply AI and automation to planning and reporting workflows
• Develop and present analyses to stakeholders with clear, actionable insights

Skills

Financial analysis

Communication

Cross-functional collaboration

AI experience

Project management

Data interpretation

Education

Bachelor's degree in Accounting or Finance

Tools

Power BI

Job description

We're seeking someone to join our Financial Planning & Analysis team as a Finance Associate to produce consolidated reporting for actual, budget and forecast. This role will support the transformation efforts within the Infra Finance team.

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 an Associate level 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.

What You'll Do In The Role

• Collaborate with a varied group of colleagues in Finance and across the Firm.
• Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products.
• Adhere to the Firm’s risk and regulatory standards, policies and controls.
• Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards.
• Support delivery of finance transformation agenda.
• Work closely across FP&A team on streamlining processes, expanding reporting, and implementing changes where applicable.
• Identify opportunities to apply AI and automation to planning and reporting workflows, and help scale successful solutions across Finance teams.

What You'll Bring To The Role

• Working knowledge of Finance functional area, industry and competitive environment.
• Ability to communicate clearly and concisely, and adapt to various audiences.
• Willingness to seek guidance and provide feedback to further develop self and peers.
• Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment.
• Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks.
• Experience in leveraging AI (Microsoft CoPilot, Claude) to solve day-to-day solutions.
• Experience in using Power BI or other BI solutions.
• Ability to manage project milestones and risk, as well as communicate with stakeholders and deliver impactful presentations.
• Strong analytical and organizational skills with attention to detail.
• Ability to work accurately and efficiently across large, complex data sets.
• Ability to work collaboratively across a global organization with other Finance functions across multiple locations.
• Must be willing to learn, grow and remain agile.
• A desire to work in a team-based environment and contribute as a team player.
• At least 2 years of relevant experience in financial analysis and reporting, business analysis, system integration, business transformation, project management equivalent. Bachelor's degree in Accounting or Finance preferred.

All our positions are located in Montreal, Quebec. We offer a hybrid work environment, combining remote work and attendance in the office.

Knowledge of French and English is required.

What You Can Expect From Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.