FP&A Budgeting & Forecasting - Associate/AVP

Morgan Stanley; New York (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

Morgan Stanley is seeking a CFP&A Budgeting & Forecasting Associate/Director to focus on budgeting and forecasting production, analytics, and reporting. You will manage a team, partner across Finance, and deliver strategic insights for budget and forecast cycles.

The role emphasizes hands-on analysis, stakeholder collaboration, and building scalable data-driven reports and dashboards. Strong Microsoft Office, TM1, and Power BI skills are highly valued.

Qualifications

• Bachelor's degree in finance/accounting or related field.
• 3-7 years of relevant experience.
• Strong analytical and problem-solving skills; ability to translate financial information into analysis.
• Excellent analytical, visualization, writing and presentation skills.

Responsibilities

• Collaborate with Finance and Firm-wide colleagues on deliverables and projects.
• Lead aspects of individual and team deliverables in CFP&A.
• Adhere to risk and regulatory standards; identify ways to reduce risk.
• Support budgeting and forecasting processes; prepare and review projections and executive materials.
• Perform advanced financial analyses (sensitivity, scenario, ad-hoc) for strategic decisions.
• Identify opportunities to automate reporting to improve efficiency and scalability.
• Contribute to weekly financial reporting for operating committee and CFO.
• Produce monthly/quarterly expense reporting and narrative vs budget/forecast.

Skills

Analytical skills

Problem-solving

Excellent communication

Independent worker

Multi-tasking

Feedback & process improvement

Data visualization

AI prompting

Education

Tools

TM1

Power BI

Microsoft Office

Job description

We're seeking someone to join our Financial Planning & Analysis team as a CFP&A Budgeting & Forecasting Associate/Director to focus on Budgeting and Forecasting Production and Analytics. The ideal candidate will be hands‑on, with a deep understanding of system and process flows, and a quick learner who can adeptly manage a team within CFP&A while collaborating effectively with various stakeholders

In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is a Associate/Director position within our Financial Planning & Analysis Job Family which is responsible for the firm’s budget, forecast, internal management reporting and financial analysis to provide insight into the firm’s current and expected financial performance, as well as expense allocation.

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

This is not a senior level role. Qualified candidates will have 3-7 years of experience

What you’ll do in the role:

• Collaborate with a varied group of colleagues in Finance and across the Firm
• Responsible for and lead aspects of individual and team deliverables and projects, leveraging in-depth knowledge of Finance functional area, product and/or client segments
• 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
• Support budgeting and forecasting processes, including preparation, analysis and review of projected financial results and executive‑level materials
• Perform advanced financial analyses, including sensitivity, scenario, and other ad‑hoc analyses to support strategic decision making
• Identify opportunities to improve, standardize and automate reporting processes to enhance efficiency, consistency and scalability
• Support the production of weekly financial reporting for the operating committee as well as weekly results and highlights for the CFO
• Contribute to monthly and quarterly expense reporting and analytics, including the narrative around performance relative to budget / forecast and prior year and quarterly results
• Responsible for overseeing and producing quarterly performance decks for the Board of Directors
• Work toward migrating traditional reporting into more scalable, data driven formats, including dashboards and visualization tools where appropriate
• Address strategic issues on an ad hoc basis that are complementary to the regular planning and analysis function
• Engage and coordinate effectively with partners across Finance and the broader organization, including Segment Finance teams and Corporate functions
• Strong organizational skills, including the ability to coordinate, prioritize and manage multiple deliverables, adept at working independently in a fast‑paced environment and handling complexity and ambiguity

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

• Bachelor's degree in finance /accounting or related field
• 3-7 years of relevant experience
• Ability to operate independently with respect to most job responsibilities
• Strong analytical and problem‑solving skills - ability to translate complex financial information into meaningful analysis
• Excellent analytical, visualization, writing and presentation skills - ability to execute complex analysis and summarize for presentation to senior stakeholders
• Ability to handle multiple tasks in a timely and effective manner and thrive in a fast‑paced environment
• Team player that consistently demonstrates clear and concise written and verbal communication skills
• Ability to provide positive and constructive feedback and innovate processes
• Expert in Microsoft Office, AI prompting experience is a plus (e.g. Copilot, Claude, Chat GPT)
• Experience with technology‑enabled forecasting and data visualization tools (e.g., TM1, Power BI)

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. Ourvalues – puttingclientsfirst–d

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 $100,000 and $150,000 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 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.