FP&A Associate, U.S. Banks – Strategic Forecasting (NY)

89 Morgan Stanley Bank, N.A.; New York (NY); On-site; USD 85,000 - 115,000; Full time

Job summary

Morgan Stanley in New York, NY is seeking a Financial Planning & Analysis professional to lead forecasting, budgets, and long-term plans for the U.S. Banks, including CCAR/AST submissions. You will analyze Balance Sheet, P&L, capital metrics, and drive data-driven decision making.

Collaborate with multiple business units and control functions, support executive communications, and contribute to automation and efficiency improvements across FP&A processes.

Qualifications

• 2-4 years of experience in Financial Planning & Analysis, or a related finance role within the financial services industry.
• Bachelor's degree in Accounting, Finance, Economics, Statistics, Data Analytics, or a 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 the ability to collaborate across teams and communicate with different audiences.
• Proficiency in Excel and PowerPoint; experience with Planning Analytics for Excel (TM1) application 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.), ensuring accuracy and alignment with corporate objectives
• Support the end-to-end Balance Sheet and PPNR processes for CCAR/Annual/Quarterly Stress Test and Resolution Planning submissions, including financial modeling and analysis, risk identification, documentation, and governance efforts
• 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 the preparation of materials for the U.S. Banks' Chief Financial Officer, Senior Management, Boards of Directors, 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 the U.S. Banks deliverables

Skills

Analytical skills

Problem solving

Project management

Quantitative skills

Excel

Education

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

Tools

Planning Analytics for Excel (TM1)

Job description

Morgan Stanley in New York, NY is seeking a Financial Planning & Analysis professional to lead forecasting, budgets, and long-term plans for the U.S. Banks, including CCAR/AST submissions. You will analyze Balance Sheet, P&L, capital metrics, and drive data-driven decision making.

Collaborate with multiple business units and control functions, support executive communications, and contribute to automation and efficiency improvements across FP&A processes.