Corporate Fp&a Budgeting & Forecasting - Associate/avp

Morgan Stanley

Base: $110,000 - $140,000 py; bonus/equity: not sp...
Financial planning & analysis
Budgeting and forecasting
Management reporting
Responsible for overseeing and producing quarterly performance decks for the Board of Directors

Job Summary

  • Responsible for overseeing and producing quarterly performance decks for the Board of Directors.
  • Identify opportunities to improve, standardize and automate reporting processes to enhance efficiency, consistency and scalability.
  • Work toward migrating traditional reporting into more scalable, data driven formats, including dashboards and visualization tools where appropriate.

Matching Summary

Responsible for overseeing and producing quarterly performance decks for the Board of Directors.

Salary

Base: $110,000 - $140,000 per year; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Financial Planning & Analysis
  • Budgeting and Forecasting
  • Management Reporting
  • Financial Analysis
  • Expense Allocation
  • Data Visualization Tools

Nice-to-have

  • Culture Carrier
  • Risk Reduction
  • Process Improvement
  • Scalable Data Formats

Key Requirements

  • 4-7 years of relevant experience
  • Bachelor's degree in finance /accounting or related field
  • Expert in Microsoft Office
  • VBA knowledge is a plus
  • Experience with technology-enabled forecasting and data visualization tools

Work Rights

Not specified

Tailored Resume

Cover Letter