Corporate Financial Planning & Analysis - AVP/VP

860 Morgan Stanley Svcs Canada Co; New York (NY); On-site; USD 90,000 - 185,000; Full time

Job summary

A leading global financial services firm is seeking an AVP/VP for Corporate Financial Planning & Analysis in New York. This role involves key responsibilities such as financial forecasting, strategic analysis, and collaboration with business lines. Candidates should have a Bachelor's degree in finance or accounting, along with experience in analytics and communication. Competitive compensation is offered, reflecting the firm's commitment to excellence.

Qualifications

• 4 years relevant experience expected for this role.
• Excellent analytical, visualization, writing and presentation skills essential.
• Experience with forecasting and data visualization tools is a plus.

Responsibilities

• Responsible for preparation and analysis of forecasting activities.
• Collaborate with various teams such as Investor Relations and Risk.
• Support advanced finance analytics and reporting processes.

Skills

Analytical skills

Problem-solving skills

Communication skills

Teamwork

Adaptability

Education

Bachelor's degree in finance/accounting or related field

Tools

Microsoft Office

VBA

Power BI

Tableau

Essbase

Hyperion

Job description

Corporate Financial Planning & Analysis - AVP/VP page is loaded

Corporate Financial Planning & Analysis - AVP/VP

Apply locations New York, New York, United States of America time type Full time posted on Posted Yesterday job requisition id PT-JR006873

Company Profile
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

** This is not a senior leadership role. Our team is looking for experienced professionals at the AVP/VP level between 5-10 years of experience**

Department Profile
The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance protects the Morgan Stanley franchise by serving as guardian of the Firm's books and records, and by contributing to firm wide risk management and risk reduction. This division maintains relationships with Morgan Stanley's various industry and government regulators and also serves as the conduit of financial information to the outside investment community. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior management team.

Team Profile
Corporate Financial Planning & Analysis (Corporate FP&A) is responsible for leading firmwide planning and forecasting processes, CCAR process, management reporting and performing strategic analyses of the Firm's global businesses to support strategic decision-making. Corporate FP&A supports and interacts with Firm leadership, the Firm's Board of Directors and various Firm regulators. Additionally, Corporate FP&A collaborates closely with Business lines and their Finance teams, Investor Relations, global Controller teams, Treasury, Capital and the Risk Department.

Key Responsibilities
> Being responsible for preparation, consolidation and analysis of a number of key forecasting activities including but not limited to: CCAR PPNR and BS Forecast, Firm's Budget and Forecast, sensitivity analysis, and other ad-hoc financial information utilized in strategic decision-making
> Execute detailed analytical review of financials and identifying key themes and narratives related to projected financials
> Engage and partner with teams across Finance and the wider organization including: Segment Finance (ISG, WM, IM, Infrastructure), Investor Relations, Firm Strategy & Execution, Tax, Capital, Treasury, Corporate Reporting, Risk, Technology
> Support advanced finance analytics including sensitivity, pro-forma reporting.
> Support different projections process through TM1 system enhancements, improving system-based database. Review and analyze large data sets and work collaboratively with onshore and offshore finance, business segments, and technology teams
> Standardize Corporate FP&A reporting packages, and work on to migrate presentations to data visualization tool and build dashboard
> Support the completion and submission of external reporting where is necessary ( i.e Y14-A schedules)

Qualifications

> At least 4 years’ relevant experience would generally be expected to find the skills required for this role
> Bachelor's degree in finance /accounting or related field
> Excellent analytical, visualization, writing and presentation skills, ability to execute complex analysis and summarize and present to senior stakeholder
> Strong Analytical and problem-solving Skills - Ability to translate complex financial schedules into meaningful analysis and presentations
> Ability to handle multiple tasks in a timely and effective manner and thrive in a fast-paced environment
> Team player with good communication skills
> Expert in Microsoft Office, VBA knowledge is a plus
> Experience with technology-enabled forecasting and data visualization tools (e.g., Planning & Analytics, Essbase, Hyperion, Power BI, Tableau)

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

Expected base pay rates for the role will be between $90,000 and $185,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

About Us

At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values.

Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.

What We Do