FP&A Budgeting & Forecasting - Associate/AVP

We're seeking someone to join our Financial Planning & Analysis team as a CFP&A Budgeting & Forecasting Associate/Director to focus on Budgeting and Forecasting Production and Analytics. The ideal candidate will be hands-on, with a deep understanding of system and process flows, and a quick learner who can adeptly manage a team within CFP&A while collaborating effectively with various stakeholdersIn 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 Associate/Director position within 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** This is not a senior level role. Qualified candidates will have 3-7 years of experience**What you'll do in the role:-Collaborate with a varied group of colleagues in Finance and across the Firm- Responsible for and lead aspects of individual and team deliverables and projects, leveraging in-depth knowledge of Finance functional area, product and/or client segments- Adhere to the Firm's risk and regulatory standards, policies and controls; proactively identify ways to reduce risk in work- Act as a culture carrier; embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards- Support budgeting and forecasting processes, including preparation, analysis and review of projected financial results and executive-level materials- Perform advanced financial analyses, including sensitivity, scenario, and other ad-hoc analyses to support strategic decision making- Identify opportunities to improve, standardize and automate reporting processes to enhance efficiency, consistency and scalability-Support the production of weekly financial reporting for the operating committee as well as weekly results and highlights for the CFO- Contribute to monthly and quarterly expense reporting and analytics, including the narrative around performance relative to budget / forecast and prior year and quarterly results- Responsible for overseeing and producing quarterly performance decks for the Board of Directors- Work toward migrating traditional reporting into more scalable, data driven formats, including dashboards and visualization tools where appropriate- Address strategic issues on an ad hoc basis that are complementary to the regular planning and analysis function- Engage and coordinate effectively with partners across Finance and the broader organization, including Segment Finance teams and Corporate functions- Strong organizational skills, including the ability to coordinate, prioritize and manage multiple deliverables, adept at working independently in a fast-paced environment and handling complexity and ambiguityWhat you'll bring to the role:In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment-Bachelor's degree in finance /accounting or related field-3-7 years of relevant experience-Ability to operate independently with respect to most job responsibilities- Strong analytical and problem-solving skills - ability to translate complex financial information into meaningful analysis- Excellent analytical, visualization, writing and presentation skills - ability to execute complex analysis and summarize for presentation to senior stakeholders- Ability to handle multiple tasks in a timely and effective manner and thrive in a fast-paced environment- Team player that consistently demonstrates clear and concise written and verbal communication skills- Ability to provide positive and constructive feedback and innovate processes- Expert in Microsoft Office, AI prompting experience is a plus (e.g. Copilot, Claude, Chat GPT)- Experience with technology-enabled forecasting and data visualization tools (e.g., TM1, Power BI)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 into your browser.Expected base pay rates for the role will be between $100,000 and $150,000 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 programsMorgan 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: .Employment Type:Full timeJob Level:ProfessionalPosted Date:Apr 13, 2026ATS Job Description Test:Department:Financial Planning & Analysis