Strategic FP&A Analyst: Automate, Forecast & Drive Insights

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

Job summary

Morgan Stanley seeks a curious Analyst/Associate to support firmwide budgeting, forecasting, controls and Strategic Transformation initiatives, including Integrated Forecasting. You will translate data into insights for senior stakeholders, build dashboards and presentation materials, and partner across Finance to deliver accurate, well-documented outputs.

We value a technology/optimization mindset, with a focus on automating, standardizing and improving how we work, leveraging tools like Power

Qualifications

• 3+ years of experience in finance, analytics, risk, consulting, or related field.
• Bachelor's degree (or expected) in finance, economics / statistics, computer science, information technology or related field.
• Strong communication skills (written and verbal), including the ability to draft clear emails and present analysis concisely.
• Attention to detail and ability to manage deadlines and maintain organized workpapers.

Responsibilities

• Support budgeting, forecasting, controls and strategic transformation initiatives.
• Translate data into clear insights for senior stakeholders and build dashboards.
• Collaborate across FP&A, Controllers and Risk to improve data sources and ownership.

Skills

SQL

Java

Python

R

Scala

Power BI

Tableau

AI for process improvements

Education

Bachelor's degree in finance/economics/statistics/CS/IT

Tools

IBM Planning Analytics

Essbase

Hyperion

Job description

Morgan Stanley seeks a curious Analyst/Associate to support firmwide budgeting, forecasting, controls and Strategic Transformation initiatives, including Integrated Forecasting. You will translate data into insights for senior stakeholders, build dashboards and presentation materials, and partner across Finance to deliver accurate, well-documented outputs.

We value a technology/optimization mindset, with a focus on automating, standardizing and improving how we work, leveraging tools like Power