FP&A Director, Banking & Regulatory Stress Testing

89 Morgan Stanley Bank, N.A.; New York (NY); On-site; USD 90,000 - 155,000; Full time

Job summary

Morgan Stanley is seeking an experienced FP&A professional to support financial forecasts, budgets and long-term plans for U.S. Banks, including Balance Sheet, P&L and capital planning activities.

This role is based in Manhattan and involves collaboration across FP&A, Controllers, Treasury and Risk Management teams. The role requires 5+ years in financial planning, strong analytical skills, and advanced Excel/PowerPoint proficiency, with experience in CCAR/DFast.

Qualifications

• Minimum 5+ years of experience in financial planning & analysis, or related finance roles within financial services industry.
• Bachelor's degree in Accounting, Finance, Economics, Statistics, Data Analytics, or a related field.
• Strong aptitude for numbers and quick grasp of new reporting applications.
• Ability to handle multiple projects, competing priorities and deadlines with high degree of flexibility while working independently.
• Strong understanding of CCAR, DFAST14A, capital planning framework and forecasting methodologies.
• Strong analytical, problem solving and project management skills with high attention to detail.
• Effective communication and interpersonal skills with the ability to work effectively across functions.
• Advanced proficiency in Excel and Power Point.
• Knowledge of TM1 application 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 and Revenue analysis, Expense analysis, and Key Risk Indicators
• Develop key analytics to enhance decision making and assist with the preparation of materials for the U.S. Banks' CFO, Senior Management, Board 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

Financial analysis

Communication

Excel

PowerPoint

Attention to detail

Education

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

Tools

TM1

Job description

Morgan Stanley is seeking an experienced FP&A professional to support financial forecasts, budgets and long-term plans for U.S. Banks, including Balance Sheet, P&L and capital planning activities.

This role is based in Manhattan and involves collaboration across FP&A, Controllers, Treasury and Risk Management teams. The role requires 5+ years in financial planning, strong analytical skills, and advanced Excel/PowerPoint proficiency, with experience in CCAR/DFast.