U.s. Banks Financial Planning & Analysis - Director
Morgan Stanley
Base: $90,000 - $155,000 py; bonus/equity: may inc...
Financial forecasts and budgets
Balance sheet and p&l analysis
Ccar/stress test submissions
The FP&A function is responsible for producing the Annual Strategic Plan and periodical forecasts, leading Balance Sheet and Income Statement efforts for the Banks' Annual and Quarterly Stress Test (AST/QST) submissions to the OCC
Job Summary
The FP&A function is responsible for producing the Annual Strategic Plan and periodical forecasts, leading Balance Sheet and Income Statement efforts for the Banks' Annual and Quarterly Stress Test (AST/QST) submissions to the OCC.
Develop key analytics to enhance decision making and assist with the preparation of materials for the U.S. Banks' CFO, Senior Management, Board of Directors, and Regulators.
Morgan Stanley offers attractive and comprehensive employee benefits and perks in the industry, supporting employees and their families along their work-life journey.
Matching Summary
The FP&A function is responsible for producing the Annual Strategic Plan and periodical forecasts, leading Balance Sheet and Income Statement efforts for the Banks' Annual and Quarterly Stress Test (AST/QST) submissions to the OCC.
Salary
Base: $90,000 - $155,000 per year; Bonus/Equity: May include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: Other Morgan Stanley sponsored benefit programs
Skills & Requirements
Must-have
Financial forecasts and budgets
Balance Sheet and P&L analysis
CCAR/Stress Test submissions
Management reporting
Process improvement and automation
Nice-to-have
Collaboration across functions
Data integrity and analytical capabilities
Passion for unlocking opportunities
Diverse thinking and experiences
Key Requirements
Minimum of 5+ years of experience
Bachelor's degree in Accounting, Finance, Economics, Statistics, Data Analytics, or related field
Strong understanding of CCAR, DFAST14A, capital planning framework