Corporate FP&A - Analyst/Associate
Morgan Stanley, New York, NY, United States
We’re seeking someone to join our Corporate FP&A team as a Analyst/Associate. This individual is responsible for driving risk identification, regulatory documentation, and oversight of financial planning processes. This role is deeply embedded in CCAR, capital planning, and effectiveness assessments, with cross-functional coordination across Finance, Capital, Risk, and Audit teams.
In 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 a Analyst/Associate position within our Risk, Assurance, Governance & Control Job Family which provides oversight and monitoring of operational risk or third party/outsourcing for the global Finance division, validation and testing of financial and regulatory reports and reinforcement of regulatory requirements, policies and procedures
What You'll Do In The Role
Collaborate with a varied group of colleagues in Finance and across the Firm
Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products
Adhere to the Firm's risk and regulatory standards, policies and controls
Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards
Develop and maintain recurring performance dashboards and analysis in Excel (and related tools) to monitor actuals versus plan/forecast and explain key drivers.
Support PPNR and balance sheet forecasting workflows by consolidating inputs, performing variance analysis, and preparing sensitivity/scenario comparisons.
Coordinate with Finance partners (Business/Segment FP&A, Controllers, Treasury, Capital and Risk) to gather inputs, validate outputs, and support review/approval routines.
Create clear, senior-ready PowerPoint materials and concise meeting minutes; track action items and support timely delivery of agreed outcomes.
Perform data quality checks and reconciliations, maintain documentation of assumptions, and retain evidence of key reviews to support governance and control requirements.
Identify opportunities to improve and automate reporting (templates, repeatable checks, workflow tracking); partner with teammates to streamline manual steps and reduce operational risk.
What You'll Bring To The Role
Working knowledge of Finance functional area, industry and competitive environment
Ability to communicate clearly and concisely, and adapt to various audiences
Willingness to seek guidance and provide feedback to further develop self and peers
Understanding of financial risk management, regulatory frameworks (e.g., CCAR) and capital planning
Clear Communicator. Ability to synthesize information from different stakeholders and summarize them in a succinct and transparent way with senior management.
Strong written and verbal communication skills
Proficiency with Microsoft PowerPoint and Excel
Ability to demonstrate analytical and collaboration/relationship building skills
Bachelor Degree in Business/Finance Major
2+ years of experience
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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In 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 a Analyst/Associate position within our Risk, Assurance, Governance & Control Job Family which provides oversight and monitoring of operational risk or third party/outsourcing for the global Finance division, validation and testing of financial and regulatory reports and reinforcement of regulatory requirements, policies and procedures
What You'll Do In The Role
Collaborate with a varied group of colleagues in Finance and across the Firm
Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products
Adhere to the Firm's risk and regulatory standards, policies and controls
Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards
Develop and maintain recurring performance dashboards and analysis in Excel (and related tools) to monitor actuals versus plan/forecast and explain key drivers.
Support PPNR and balance sheet forecasting workflows by consolidating inputs, performing variance analysis, and preparing sensitivity/scenario comparisons.
Coordinate with Finance partners (Business/Segment FP&A, Controllers, Treasury, Capital and Risk) to gather inputs, validate outputs, and support review/approval routines.
Create clear, senior-ready PowerPoint materials and concise meeting minutes; track action items and support timely delivery of agreed outcomes.
Perform data quality checks and reconciliations, maintain documentation of assumptions, and retain evidence of key reviews to support governance and control requirements.
Identify opportunities to improve and automate reporting (templates, repeatable checks, workflow tracking); partner with teammates to streamline manual steps and reduce operational risk.
What You'll Bring To The Role
Working knowledge of Finance functional area, industry and competitive environment
Ability to communicate clearly and concisely, and adapt to various audiences
Willingness to seek guidance and provide feedback to further develop self and peers
Understanding of financial risk management, regulatory frameworks (e.g., CCAR) and capital planning
Clear Communicator. Ability to synthesize information from different stakeholders and summarize them in a succinct and transparent way with senior management.
Strong written and verbal communication skills
Proficiency with Microsoft PowerPoint and Excel
Ability to demonstrate analytical and collaboration/relationship building skills
Bachelor Degree in Business/Finance Major
2+ years of experience
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.
#J-18808-Ljbffr