FP&A Associate, U.S. Banks — Strategic Forecasting

Financeroles; New York (NY); On-site; USD 85,000 - 115,000; Full time

Job summary

Morgan Stanley is seeking a Financial Planning & Analysis professional for the U.S. Banks unit, based in New York.

You will support forecasts, budgets, and long-term plans for Balance Sheet, P&L, RWA and capital allocation, contributing to CCAR stress testing and regulatory submissions. You will aggregate data from multiple sources to produce management reports, analyze revenue and expenses, and communicate findings to CFO and senior leadership.

Qualifications

• 2-4 years of experience in Financial Planning & Analysis or a related finance role within financial services.
• Bachelor's degree in Accounting, Finance, Economics, Statistics, Data Analytics, or related field.
• Strong analytical, problem-solving, and project management skills with high attention to detail.
• Strong quantitative skills and the ability to learn new reporting applications quickly.
• Ability to support multiple projects and deadlines with a high degree of flexibility.
• Knowledge of financial forecasting and planning concepts; familiarity with bank regulatory capital or stress testing is preferred.
• Effective written and verbal communication skills, with ability to collaborate across teams.
• Proficiency in Excel and PowerPoint; experience with Planning Analytics for Excel (TM1) is a plus.

Responsibilities

• Support the preparation and analysis of financial forecasts, budgets, and long-term plans for the U.S. Banks (Balance Sheet, P&L, RWA, capital ratios, capital allocation, etc.).
• Support end-to-end Balance Sheet and PPNR processes for CCAR/Annual/Quarterly Stress Test and Resolution Planning submissions, including financial modeling and analysis.
• Utilize multiple data sources to create management reporting including Balance Sheet analysis, Revenue & Expense analysis, and Key Risk Indicators.
• Perform financial analysis to support decision-making and assist with materials for the CFO, Senior Management, Boards, and Regulators.
• Contribute to process improvement and automation initiatives to enhance efficiency, data integrity and analytical capabilities.
• Collaborate with Business Units, Corporate and Segment FP&A, Controllers, Treasury, Capital, Risk Management and others in support of deliverables.

Skills

Analytical skills

Problem solving

Project management

Quantitative skills

Excel

PowerPoint

Planning Analytics (TM1)

Communication skills

Education

Bachelor's degree in Accounting, Finance, Economics, Statistics, Data Analytics, or related field

Tools

Planning Analytics for Excel (TM1)

Job description

Morgan Stanley is seeking a Financial Planning & Analysis professional for the U.S. Banks unit, based in New York.

You will support forecasts, budgets, and long-term plans for Balance Sheet, P&L, RWA and capital allocation, contributing to CCAR stress testing and regulatory submissions. You will aggregate data from multiple sources to produce management reports, analyze revenue and expenses, and communicate findings to CFO and senior leadership.