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Morgan Stanley

Corporate FP&A Stress Testing Analytics - Associate/AVP

Reposted 2 Days Ago
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In-Office
New York, NY, USA
110K-140K Annually
Mid level
In-Office
New York, NY, USA
110K-140K Annually
Mid level
The role focuses on analytics for corporate financial planning, requiring collaboration with various finance teams, data analysis, and regulatory reporting support.
The summary above was generated by AI

We are seeking someone to join our Corporate FP&A team as an Associate / Director on the Stress Testing Analytics team. The ideal candidate will partner with stakeholders to translate data into analytical insights to support a structured narrative for senior management 
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 an Associate / Director 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. CFP&A is responsible for leading firmwide planning and forecasting processes, management reporting and performing strategic analyses of the Firm's global businesses to support strategic decision-making. Corporate FP&A supports and interacts with Firm leadership, the Firm's Board of Directors and various Firm regulators. Additionally, Corporate FP&A collaborates closely with Business lines and their Finance teams, Investor Relations, Global Controller teams, Treasury, Capital and the Risk Department.

** This is not a senior level role. Ideal candidates will have 4-7 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
- [Being responsible for preparation, consolidation and analysis of key forecasting activities including but not limited to: CCAR PPNR (Pre Provision Net Revenue) and Balance Sheet Forecast, sensitivity analysis, and other ad-hoc financial information
- Execute detailed analytical review of financials and identifying key themes and narratives related to projected financials
- Engage and partner with teams across Finance and the wider organization including: Segment Finance (ISG, WM, IM, Infrastructure), Firm Strategy & Execution, Tax, Capital, Treasury, Corporate Reporting, Risk, Technology
- Support advanced finance analytics including sensitivity and pro-forma reporting
- Support projections process through TM1 system enhancements, improving system-based database. Review and analyze large data sets and work collaboratively with onshore and offshore finance, business segments, and technology teams
- Standardize Corporate FP&A reporting packages, and work to migrate presentations to data visualization tools and build dashboards
- Support the completion and submission of regulatory reporting where necessary ( i.e Y14-A schedules)
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
- Ability to operate independently with respect to most job responsibilities
- Ability to provide positive and constructive feedback and innovate processes [
- Bachelor's degree in finance /accounting or related field
- 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 with good communication skills
- Expert in Microsoft Office, VBA knowledge is a plus
- Experience with technology-enabled forecasting and data visualization tools (e.g., Planning & Analytics, Essbase, Hyperion, Power BI, Tableau) ]
- At least 4 years' relevant experience would generally be expected to find the skills required for this role

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.  Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

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 $110,000 and $140,000 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.

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Morgan Stanley New York, New York, USA Office

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