Expense Management and Governance, Associate, Business Unit Management

Morgan-Stanley; Mumbai; On-site; INR 700,000 - 1,100,000; Full time

Job summary

Morgan Stanley is seeking an Expense Analyst to support expense tracking, reporting and data management within Corporate Services. The role focuses on accurate reporting, reconciliations, and efficient invoice processing while leveraging AI tools to scale processes.

The candidate will maintain trackers and documentation, collaborate with global teams, and help drive process improvements in a fast-paced, execution-focused environment.

Qualifications

• Bachelor's degree required.
• 2+ years in finance, operations, or business management.
• Experience with data, reporting, or invoices.
• Strong Excel skills, data manipulation and tracking.
• Exposure to AI or automation tools preferred.

Responsibilities

• Support daily expense tracking, reporting and ad hoc analysis.
• Assist with financial reconciliations and forecast variance analysis.
• Oversee the invoice lifecycle: review, validation, payments and aging.
• Maintain vendor-spend and invoice-status trackers and flags delays.
• Leverage Copilot, Excel automation to clean/classify data and spot trends.
• Improve trackers, templates, workflows and process documentation.

Skills

Excel

Data analysis

Invoice processing

Automation

AI tools

Copilot

Education

Bachelor's degree

Tools

Power BI

ERP systems

Job description

We're seeking someone to join our team as an Expense Analyst to support expense tracking, financial reporting, invoice operations, and data management within Corporate Services. The role will help maintain accurate reporting, support financial reconciliations, and use automation tools to improve the efficiency and scalability of expense-management processes.In the Corporate Services division, we empower our businesses by creating collaborative workplace solutions and commercial services that enhance the employee and client experience, while optimizing the value of our sourcing and third-party lifecycle to enable the Firm to do-and-win business. This is an Associate level position within the Business Unit Management, which performs business management/CAO functions such as headcount management, financials, people processes, executive communications, and strategic support.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:Support daily expense tracking, reporting, and ad hoc analysis, maintaining accuracy and consistency across tools and trackers.Assist with financial reconciliations, including analysis of actual expenses against forecastsSupport the invoice lifecycle, including review, validation, payment submission, aging monitoring, and discrepancy resolutionMaintain vendor-spend and invoice-status trackers, escalating delays, errors, or risks affecting payment and reportingUse Copilot, Excel automation, and other AI tools to streamline reporting, clean and classify data, identify trends, and generate spend insightsMaintain and improve trackers, templates, workflows, datasets, and process documentation to strengthen efficiency, data quality, and handoffsWhat you'll bring to the role:Bachelor's degree2+ years of experience in finance, operations, or business managementExperience working with data, reporting, or invoicesStrong Excel skills, including data manipulation, basic formulas, and trackingStrong attention to detail and organizational skills, with the ability to work in a fast-paced, execution-focused environmentExposure to expense management, procurement, invoice processing, large datasets, or financial systems is preferredExperience with AI or automation tools, including Copilot, Excel functions, or basic Power BI capabilities, is preferredExperience working with global teams or stakeholders is preferred.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 .