Job description

Corporate FP&A is seeking a curious, motivated Analyst / Associate to support firmwide budgeting, forecasting, controls and strategic transformation initiatives, including our Strategic Transformation work on Integrated Forecasting. In this role, you'll help translate data into clear insights for senior stakeholders, build dashboards and presentation materials, and partner across Finance to deliver outputs that are accurate, well-documented and on time. We're especially interested in candidates who bring a technology/optimization mindset-someone who looks for opportunities to automate, standardize and continuously improve how we work. 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 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: > This analyst role supports Corporate FP&A Finance Modernization by improving end-to-end planning and reporting processes (budgeting, forecasting and controls) through simplification, data standardization and smart automation-helping deliver Integrated Forecasting capabilities at scale. > Map and document current-state budgeting/forecasting and management reporting workflows; identify pain points, handoffs and control gaps; and propose practical, measurable improvements. > Support Integrated Forecasting transformation by standardizing definitions, templates and driver logic; maintaining a requirements backlog; and coordinating testing and rollout communications. > Build and enhance repeatable reporting assets (Excel models, dashboards and PowerPoint packs), focusing on automation and reduced manual touchpoints while maintaining audit-ready documentation. > Partner with stakeholders across FP&A, Controllers and Risk in working on data sources, improve data quality, and define clear ownership for inputs/outputs across planning and reporting cycles. > Execute transformation governance: track milestones, risks, decisions and action items; prepare concise status updates for leadership; and ensure deliverables meet timeline and quality expectations. > Embed controls-by-design into new processes (checklists, reconciliations, review signoffs, evidence retention) to reduce operational risk and support regulatory and internal policy requirements. What you'll bring to the role: > 3+ years of experience (including internships) in finance, analytics, risk, consulting, or a related field. > Bachelor's degree (or expected) in finance, economics / statistics, computer science, information technology or related field. > Strong communication skills (written and verbal), including the ability to draft clear emails and present analysis in a structured, concise way. > Strong attention to detail and follow-through, with the ability to manage deadlines and maintain organized workpapers, documentation and approvals. > Technology / optimization mindset: interest in automation and process improvement (e.g., building templates, streamlining workflows) > Good understanding of the Project Lifecycle (PLC) and Software Development Lifecycle (SDLC) components. Experience in programming languages: SQL, Java, Python, R, Scala. > Demonstrated practical approach in utilizing AI for process improvements/workflow automation via professional or personal projects. > Comfortable working with large datasets and experience with technology-enabled forecasting and data visualization tools (e.g., IBM Planning & Analytics, 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. To learn more about our offices across the globe, please copy and paste morganstanley.com into your browser. Expected base pay rates for the role will be between $85,000 and $115,000 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 : morganstanley.com .

Requirements

Must-haves

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.
> Map and document current-state budgeting/forecasting and management reporting workflows; identify pain points, handoffs and control gaps; and propose practical, measurable improvements.
> Support Integrated Forecasting transformation by standardizing definitions, templates and driver logic; maintaining a requirements backlog; and coordinating testing and rollout communications.
> Build and enhance repeatable reporting assets (Excel models, dashboards and PowerPoint packs), focusing on automation and reduced manual touchpoints while maintaining audit-ready documentation.
> Partner with stakeholders across FP&A, Controllers and Risk in working on data sources, improve data quality, and define clear ownership for inputs/outputs across planning and reporting cycles.
> Execute transformation governance: track milestones, risks, decisions and action items; prepare concise status updates for leadership; and ensure deliverables meet timeline and quality expectations.
> Embed controls-by-design into new processes (checklists, reconciliations, review signoffs, evidence retention) to reduce operational risk and support regulatory and internal policy requirements.
> 3+ years of experience (including internships) in finance, analytics, risk, consulting, or a related field.
> Bachelor's degree (or expected) in finance, economics / statistics, computer science, information technology or related field.
> Strong communication skills (written and verbal), including the ability to draft clear emails and present analysis in a structured, concise way.
> Strong attention to detail and follow-through, with the ability to manage deadlines and maintain organized workpapers, documentation and approvals.
> Technology / optimization mindset: interest in automation and process improvement (e.g., building templates, streamlining workflows)
> Good understanding of the Project Lifecycle (PLC) and Software Development Lifecycle (SDLC) components. Experience in programming languages: SQL, Java, Python, R, Scala.
> Demonstrated practical approach in utilizing AI for process improvements/workflow automation via professional or personal projects.
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 $85,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

Nice-to-haves

> Comfortable working with large datasets and experience with technology-enabled forecasting and data visualization tools (e.g., IBM Planning & Analytics, Essbase, Hyperion, Power BI, Tableau) is a plus.

Application prep

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Keywords to mirror

sqljavapythonai

Platform: eightfold
Effort: medium

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