Financial Planning & Analysis Associate

Morgan Stanley Asia Limited; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

Morgan Stanley Asia Limited seeks a Finance Business Partner for Infrastructure Finance in Hong Kong. The role oversees budgeting, forecasting and allocation accuracy, partnering with Infrastructure divisions and COO offices to analyze performance and provide forward-looking insights.

You will collaborate with Finance and Corporate Services to drive efficiency, manage headcount and expenses, and apply advanced Excel/Pivot data skills along with Copilot to deliver executive summaries and

Qualifications

• Proven FP&A and financial planning experience within a large corporate or financial services environment.
• Strong understanding of GAAP and accounting principles as they apply to corporate finance.
• Experience budgeting, forecasting and management reporting with concise executive-level delivery.

Responsibilities

• Partner with Infrastructure divisions to oversee expenses, headcount and allocation accuracy.
• Perform variance analysis and provide forward-looking insights to senior management.
• Collaborate across Finance and Firm to implement process improvements and risk controls.
• Leverage AI tools to design scalable workflows and drive operational efficiencies.

Skills

FP&A

GAAP

Budgeting

Excel

PowerPoint

Copilot / AI tools

Education

Bachelor's degree in Accounting/Finance

Tools

Copilot

Job description

We’re seeking someone to join our Hong Kong team as a Finance Business Partner in the Infrastructure Finance responsible for financial and business management oversight of the Infrastructure divisions as well as understand Infrastructure allocations to business unit. The candidate will also work closely with Infrastructure stakeholders and division COO offices to review financial performance, analyze trends and provide forward-looking insights.

In the Finance division, we act as a partner to business units by providing management, review, analysis and advisory services of the financial and capital resources. This is an associate level position within Infrastructure Financial Planning & Analysis Job Family which performs business partnership overseeing infrastructure expenses, headcount, and allocation accuracy.

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.
• 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.
• Partner with Infrastructure divisions overseeing and validating expenses, headcount, and allocation accuracy.
• Collaborate with Corporate Services to support corporate real estate strategy planning and initiatives across Asia region.
• Maintain and oversee corporate real estate and infrastructure budgets, forecasts, estimates and align with business priorities
• Drive transparency and informed decision making across non compensation expense categories.
• Perform detailed variance analysis and financial reviews to identify risks, opportunities, and optimization levers.
• Provide senior management with the relevant information and analysis in executive format to drive important decision making.
• Manage initiatives to improve Business Management process improvements to drive efficiencies.
• Demonstrated ability to leverage AI tools, including Microsoft Copilot, to identify, design, and deliver scalable process improvements and operational optimizations.

What you’ll bring to the role:

• 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 work autonomously and under pressure, and are a self-starter, willing to take ownership and accountability
• Ability to provide positive and constructive feedback and innovate processes.
• Thorough understanding of GAAP Accounting principles such as lease accounting and accrual basis accounting.
• Experience with financial budgeting & planning.
• Demonstrated ability to create concise and cogent management reporting.
• Advanced skills in Excel and PowerPoint including Pivot Tables, lookups, formulas, data manipulation, data presentation and AI tools (Co-pilot).
• Relevant experience in FP&A, Accounting and/or Business Management preferably in the Financial Services sector, with a Bachelor’s degree in Accounting, Finance and/or Business Administration would generally be expected to find the skills required for this role

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.

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.