FP&A Analyst Jobs in New York

INTRODUCTION

We're seeking someone to join our Financial Planning & Analysis team as a CFP&A Budgeting & Forecasting Analyst, focused on budgeting, forecasting production, and analytics. The ideal candidate will be hands-on, detail-oriented, and eager to learn, with an interest in understanding financial systems and processes and collaborating with a wide range of stakeholders.

In the Finance division, we act as a partner to business units globally by providing financial analysis, management reporting, and advisory support related to the Firm's financial and capital resources. This is an Analyst position within the Financial Planning & Analysis Job Family, supporting the firm's budget, forecast, internal management reporting, and financial analysis processes. Morgan Stanley has been a global leader in financial services since 1935, serving clients and communities in more than 40 countries.

This is not a senior level role. Qualified candidates will have 1-3 years of experience.

ROLE AND RESPONSIBILITIES

What you'll do in the role:

• Collaborate with a varied group of colleagues in Finance and across the Firm
• 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
• Generate and assist in 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
• 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
• 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

BASIC QUALIFICATIONS

What you'll bring to the role:

• Basic understanding of financial concepts and strong analytical skill
• Ability to operate independently and as part of a team
• 1-3 years of relevant experience in Finance, Accounting, or a related field
• 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 that consistently demonstrates clear and concise written and verbal communication skills
• Proficiency in Microsoft Office (especially Excel and PowerPoint); VBA knowledge is a plus
• Exposure to financial systems or data visualization tools (e.g., Essbase, Hyperion, Power BI, Tableau) is a plus

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.

Expected base pay rates for the role will be between $70,000 and $90,000 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.