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About the Role

This Analyst/Associate role supports Corporate FP&A Finance Modernization by improving end-to-end planning and reporting processes through simplification, data standardization, and smart automation, helping deliver Integrated Forecasting capabilities at scale.

Responsibilities

• 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.

Requirements

• 3+ years of experience (including internships) in finance, analytics, risk, consulting, or a 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.
• Good understanding of the Project Lifecycle (PLC) and Software Development Lifecycle (SDLC) components.
• Demonstrated practical approach in utilizing AI for process improvements/workflow automation via professional or personal projects.
• Comfortable working with large datasets.

Skills

• SQL
• Java
• Python
• R
• Scala
• AI for process improvements/workflow automation
• IBM Planning & Analytics
• Essbase
• Hyperion
• Power BI
• Tableau

Location

• 42 countries

Work Type

• Full-time

Experience Level

• Analyst
• Associate

Education Level

• Bachelor's degree (or expected) in finance, economics / statistics, computer science, information technology or related field.

Salary/Compensations

• Expected base pay rates for the role will be between $85,000 and $115,000 per year

Benefits

• Attractive and comprehensive employee benefits and perks in the industry
• Ample opportunity to move about the business

About the Company

• 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.
• 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.
• At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals.
• Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - 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.

Equal Opportunity

• 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.