U.S. Banks Financial Planning & Analysis - Director at Morgan Stanley

Harrison, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

02 Mar, 26

Salary

155000.0

Posted On

02 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Analysis, Financial Forecasts, Budgeting, Risk Identification, Data Analysis, Process Improvement, Collaboration, Communication, Project Management, Attention to Detail, Excel, Power Point, CCAR, Capital Planning, Forecasting Methodologies

Industry

Financial Services

Description

FP&A is a contributor to the Firm's CCAR process. - Support the preparation and analysis of financial forecasts, budgets and long-term plans for the U.S. Banks (Balance Sheet, P&L, RWA, capital ratios, capital allocation, etc.), ensuring accuracy and alignment with corporate objectives - Support the end-to-end Balance Sheet and PPNR processes for CCAR/Annual/Quarterly Stress Test and Resolution Planning submissions, including financial modeling and analysis, risk identification, documentation, and governance efforts - Utilize multiple data sources to create management reporting including Balance and Revenue analysis, Expense analysis, and Key Risk Indicators - Develop key analytics to enhance decision making and assist with the preparation of materials for the U.S. Banks' CFO, Senior Management, Board of Directors, and Regulators - Contribute to process improvement and automation initiatives to enhance efficiency, data integrity and analytical capabilities - Collaborate with Business Units, Corporate and Segment FP&A, Controllers, Treasury, Capital, Risk Management and others in support of the U.S. Banks' deliverables - Minimum of 3+ years of experience in financial planning & analysis, or related finance roles within financial services industry - Bachelor's degree in Accounting, Finance, Economics, or a related field - Strong aptitude for numbers and quick grasp of new reporting applications - Ability to handle multiple projects, competing priorities and deadlines with high degree of flexibility all while working independently - Strong understanding of CCAR, capital planning framework and forecasting methodologies - Strong analytical, problem solving and project management skills with high attention to detail - Effective communication and interpersonal skills with the ability to work effectively across functions - Advanced proficiency in Excel and Power Point 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. 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 $90,000 and $155,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Responsibilities

Support the preparation and analysis of financial forecasts, budgets, and long-term plans for the U.S. Banks. Collaborate with various departments to ensure alignment with corporate objectives and enhance decision-making processes.