FP&A Associate (IBD Finance)
$100k - $120kMorgan Stanley
We're seeking someone to join our IBD Finance FP&A team as a Specialist in the Finance Division to drive various activities related to oversight of the Annual CCAR submission, Quarterly Stress Test processes, Annual Budget process as well as other analyses as required by the Business Unit (BU). 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 an Associate / Director 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. What you’ll do in the role: Partner with other ISG (Institutional Securities Group) FP&A groups and ISG Finance product controllers on model and data enhancements Develop risk & control frameworks, manage governance documentations, policies, and procedures as required for QST / annual CCAR Assist with facilitating governance meetings and coordinate with Corporate FP&A, Risk, and business management teams to perform governance and control related tasks Evaluate and streamline processes and control frameworks to ensure efficiency and compliance with internal governance standards Perform a wide variety of analyses and forecasting exercises as required 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 What 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 Ability to operate independently with respect to most job responsibilities Ability to provide positive and constructive feedback and innovate processes Demonstrated ability to prioritize and manage multiple projects/tasks, manage expectations and complete deliverables in a timely manner with exceptional attention to detail Capable of succinctly summarizing complex accounting and/or reporting results Exceptional project management skills S. sound business judgement Strong interpersonal skills, including a balance of assertiveness and building cross‑business relationships At least 4 years’ relevant experience would generally be expected to find the skills required for this role Bachelor's degree in Finance/Accounting or related field Expected base pay rates for the role will be between $100,000 and $120,000 per year at the commencement of employment. Base pay will be determined on an individualized basis and is only part of the total compensation package, which 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. Please visit for more information. #J-18808-Ljbffr
$100k - $120k
...We're seeking someone to join our IBD Finance FP&A team as a Specialist in the Finance Division to drive various activities related to oversight... ...of the Firm's financial and capital resources. This is an Associate / Director within our Financial Planning & Analysis Job...SuggestedTemporary work$140k - $160k
...Strategic Finance Senior Associate Merge is the leading provider of agentic tools and customer-facing integrations for frontier LLMs, Fortune... ...built in banking or investing to live operating decisions FP&A Ownership: Manage budgets across multiple departments, drive...SuggestedFull timeWork at officeHome office$110k - $130k
...every stage of their career. Apollo is seeking a Strategic Finance Associate to play a key, hands-on role in budgeting and forecasting for... ..., ideally in Investment Banking, Private Equity, or FP&A ~ Excellent Excel-based modeling skills and PowerPoint presentation...SuggestedLocal areaFlexible hours$110k - $130k
...development at every stage of their career. The Strategic Finance team is seeking an Associate to join our team supporting coverage of the Equity &... ...financial analysis experience, ideally in Investment Banking, FP&A, Big-4 valuation or advisory services ~ Highly...SuggestedLocal areaFlexible hours- ...experienced and dedicated team develops, finances, builds, owns, and operates renewable energy... ...Arevon is seeking a Corporate Finance Associate to join the CIO organization. This will... ...across solar and storage. Partner with FP&A to align budgets, forecasts, and...SuggestedWork at officeLocal areaFlexible hours
$10k
...Ramp Strategic Finance Team Opportunity Ramp's Strategic Finance team sits at the center of how the company allocates its time and resources... ...on a large scope quickly. Whether you lean toward GTM strategy, FP&A infrastructure, or broad strategic partnership, this is a rare...Full timeWork at officeHome officeRelocation packageFlexible hours$87.19k - $114.43k
...Associate, Strategic Finance Hi, we're Oscar. We're hiring an Associate, Strategic Finance to join our FP&A team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started...Full timeWork experience placementWork at officeFlexible hours$100k - $110k
...around the globe every day. We are seeking an Associate to support our G&A budgeting for the... ...portfolio, reporting to the Vice President, Finance. This role will assist with corporate... ...initiatives Project Management & Corporate FP&A Support: Support key Corporate FP&A...Bi-weekly payTemporary workSummer workWork at office- Mission Staffing is looking for a Financial Planning & Analysis Associate in New York to support strategic initiatives through financial... ...and data analytics. This role will work at the intersection of finance and technology, collaborating with key stakeholders. Responsibilities...
$120k - $145k
...years in investment banking, venture capital/private equity, or consulting, and 2+ years in a healthcare startup focused on FP&A or Strategic Finance Experience operating in a high‑growth, early‑stage company environment Bachelor’s degree in Accounting or Finance Advanced...Local areaRemote workHome officeFlexible hoursShift work$100k - $110k
...Liberty Street, Suite 4301 We are seeking an Associate to support G&A budgeting for the North... ..., reporting to the Vice President, Finance. The role will assist with corporate budgeting... ...enhancement Project Management & Corporate FP&A Support Support key FP&A initiatives and...Bi-weekly payTemporary workWork at office- RSM US LLP is seeking a Senior Associate for Strategic Finance and FP&A. This role involves executing financial analyses, developing cash flow models, and supporting mergers and acquisitions through financial diligence. The ideal candidate has a Bachelor's degree in a...
$110k - $150k
...reports, and support senior management through strategic financial analyses. The ideal candidate has over four years of experience in finance with strong analytical, financial modeling, and communication skills. The position offers a competitive salary ranging from $110,00...- Apollo Global Management is looking for an Associate to join their Strategic Finance team. This role focuses on financial modeling, forecasting, and supporting... ...analysis experience, ideally in Investment Banking, FP&A, or Big-4 valuation. Strong Excel modeling skills are a...
$131k
About The Role As part of the Strategic Finance team, you will help scale the financial reporting, analytics, and planning capabilities... ...Sheets Prior financial and/or analytical experience including FP&A, investment banking, management consulting, private equity, or operations...Full time$115k - $125k
...difference. As we continue to scale, Vestwell is looking for an exceptional Associate, Strategic Finance to join our finance team. In this role, you will report to Vestwell’s Director of FP&A GTM (Go-To-Market), work closely with the CFO, and partner cross-functionally...Work at office$140k - $150k
...Project Finance Credit Risk Associate - Energy / Infrastructure Project Finance Credit Risk Associate - Energy / Infrastructure This range is provided... ...00-$85,000.00 5 days ago Financial Planning and Analysis (FP&A) Analyst- Eataly Corporate New York, NY $75,000.00-$85,000...Full timeLocal area$77k - $202k
...Specialty/Competency: Finance Industry/Sector: Not Applicable Time Type: Full time... .... The Opportunity As part of the FP&A team, you will help clients transform their... ...AI-driven technologies. As a Senior Associate, you will analyze complex business challenges...Full timeH1b$130k - $150k
...companies, one of Forbes’ Best Startup Employers, and one of Deloitte’s Technology Fast 500. TheGuarantors is hiring a BizOps & Strategic Finance Analyst to support the BizOps & Strategic Finance team on top priority financial and operational initiatives. This team plays a...Temporary workWork at officeFlexible hours$87.38k - $128.15k
...About the Role The Senior Financial Planning & Analysis Analyst (FP&A Analyst) is a strategic partner responsible for driving... ...and efficiency. What You Bring Bachelor’s Degree in Accounting, Finance, Business Administration, or a related field. Minimum of 5+ years...Permanent employment$96k - $120k
...for a Senior Financial Analyst to support the Business Partnering FP&A team in overseeing forecasting, reporting, and analytics. The... ...business units. Candidates should have a degree in accounting or finance and experience in expense management. Key responsibilities include...- ...Building Group | Interiors & International Division Position The FP&A Analyst / Executive Business Administrator reports to Eugene... ...archives in an accessible manner. Qualifications Bachelor's degree in finance, business administration or related field. 8+ years relevant FP&...Contract workTemporary workFlexible hours
- ...button below.# **Job Description:**The **Senior Financial Analyst, FP&A** provides valuable insights to support strategic business... ...key business leaders.**Key Responsibilities:**1. Operates as the finance business partner for specific business units, to drive improved...Temporary work
$80k - $100k
...FP&A Analyst Varonis (Nasdaq: VRNS) is a leader in data security, fighting a different battle than conventional cybersecurity companies... ...Learn more at Role We are seeking an FP&A analyst to join our finance team to play a key role in driving strategic decision making...Flexible hours- ...modeling, budgeting processes, and driving strategic decision-making. Ideal candidates should have 3+ years in investment banking or FP&A, and a strong quantitative background. You will collaborate with department heads to optimize financial performance, provide...Remote work
- ...infrastructure powering the next generation of vertical SaaS. In this FP&A Analyst role, you will have the following key responsibilities... ...to hear from you if you have Required: Bachelor’s degree in Finance, Economics, Accounting, Business Administration or a related field...Contract workRemote workFlexible hours
$85k
...Evolent Health LLC is seeking an FP&A Associate to support financial planning and analysis in Greater USA. Ideal candidates will have a Bachelor’s in Finance and 3+ years of experience in FP&A or similar roles. Responsibilities include producing financial reports, managing...$50 - $70 per hour
...Spring Fertility is looking for an FP&A consultant to support the 2027 budgeting process, focusing on NetSuite data and input consolidation. The consultant will collaborate with the Director of FP&A in ensuring clean, consistent data, managing budget workflows, and supporting...Hourly payFull timeRemote work- ...To support a growing finance team, the full-time Senior FP&A Analyst will deliver financial insights and analyses, manage budgeting and forecasting processes, and act as a strategic partner to cross-functional leaders in a remote capacity. Key Responsibilities Lead preparation...Full timeRemote work
$87.38k - $128.15k
...deadlines and cross-functionally providing on-time deliverables for the Finance team. Act as the subject matter expert on the utilization of the... ...Collaborate cross-functionally with Tax, Treasury, Operations, FP&A, and External Reporting to ensure accurate treatment of capital...Permanent employmentWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to FP&A Associate (IBD Finance). Be the first to apply!
- senior financial advisor New York, NY
- financial planning assistant New York, NY
- senior wealth advisor New York, NY
- work from home financial advisor New York, NY
- junior financial advisor New York, NY
- financial consultant New York, NY
- wealth advisor associate New York, NY
- financial advisor associate New York, NY
- financial advisor wealth manager New York, NY
- patient financial counselor New York, NY

