FP&A Director, Wealth Management Controllership & Strategy

Morgan Stanley; New York (NY); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for career development

Support for work-life balance

Job summary

Morgan Stanley is seeking a Director in Finance to join the Wealth Management Controllership team in New York. This role involves leading financial support for the WM Marketing group, including budgeting, forecasting, and reporting. Candidates should possess a Bachelor's degree in Finance or Accounting, with over 4 years of financial services experience.

The ideal applicant will demonstrate strong analytical skills, project management capabilities, and proficiency in Microsoft Office. Morgan Stanley values diversity and inclusion and offers comprehensive employee benefits.

Qualifications

• 4+ years of experience in the financial services industry.
• Ability to manage multiple projects and competing priorities.
• Strong working knowledge of industry and competitive environment.

Responsibilities

• Lead budgeting, forecasting, reporting, and financial analysis for WM Marketing.
• Analyze monthly results and key metrics, delivering insights and recommendations.
• Support month-end close and financial reporting processes.

Skills

Advanced understanding of Finance

Collaboration and interpersonal skills

Project management experience

Analytical skills

Education

Bachelor's degree in Finance or Accounting

Tools

Microsoft Office

Excel

PowerPoint

Job description

Morgan Stanley is seeking a Director in Finance to join the Wealth Management Controllership team in New York. This role involves leading financial support for the WM Marketing group, including budgeting, forecasting, and reporting. Candidates should possess a Bachelor's degree in Finance or Accounting, with over 4 years of financial services experience.

The ideal applicant will demonstrate strong analytical skills, project management capabilities, and proficiency in Microsoft Office. Morgan Stanley values diversity and inclusion and offers comprehensive employee benefits.