Infrastructure Financial Planning & Analysis - Vice President

We’re seeking someone to join our Business Infrastructure Office team as a Vice President, Financial Planning & Analysis in Finance to provide analytical and executive-level insights and analytics to the ISG, MSIM, and WM segment Finance and management teams on their infrastructure allocations for budgeting and planning, forecasts/estimates, and actuals analytics.

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 Vice President level position within the 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. 

What you’ll do in the role:
- Collaborate with a varied group of colleagues in Finance and across the Firm
- Lead end-to-end processes related to infrastructure allocations for budgeting and planning, forecasts/estimates, and actuals analytics for ISG, MSIM, and WM segment Finance and management teams
- Analyze drivers and trends of allocated costs by business, division and expense lines for monthly, quarterly, full year and multi-year planning periods
- Identify risks and opportunities related to budget, forecast, estimates and balance sheet usage and impact to segments
- Provide transparency and insight into allocated spend through development of analytics, metrics, and KPIs
- Partner with Business Managers and Finance Business Partners on allocated cost optimization and efficiency programs
- Collaborate with Allocations team to review and challenge integrity of allocation sets and processes
- Develop and maintain strong relationships with client groups, including MSIM, ISG and WM Finance teams, as well as respective business unit COO orgs
- Provide thought leadership on process improvements to optimize financial analytics and planning accuracy
- Prepare ad-hoc analysis and presentations for senior management
- Understand and adhere to the Firm's risk and regulatory standards, policies and controls
- Act as a role model and culture carrier; embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards

What you’ll bring to the role:
- Advanced understanding of Finance functional area, industry and competitive environment and technical skills
- Strong technical skills, especially in Microsoft Excel and PowerPoint, to manage large volumes of data into meaningful insight
- Ability to inspire and support others by providing positive and constructive feedback and acknowledge efforts of team members
- Ability to manage risk and impact to segments related to budget, forecast, estimates and balance sheet usage
- Experience with financial reporting and forecasting; financial/budget management
- Analytical mindset with strong problem-solving skills
- Strategic thinker and thought leader with ideas on how to improve financial performance and delivery for the firm
- Excellent written and verbal communication skills, with the ability to present finance concepts in a concise executive level summary to senior management
- Strong interpersonal and relationship management skills
- Effective delivery and time management with ability to deliver quality product consistently under tight deadlines
- High degree of initiative, dependability and ability to work with little supervision
- Poise and ability to act calmly and competently in high-pressure, high-stress situations
- Bachelor’s degree in Finance, Economics, Accounting, or related field, with 8+ years of experience in Finance, Business Management or relevant experience
 

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