U.s. Banks Financial Planning & Analysis - Change Vice President

Morgan Stanley

New York, New York, US
Base: $120,000 - $205,000; bonus/equity: not speci...
Financial planning & analysis
Balance sheet and p&l analysis
Ccar/dfast submissions
Lead change agenda on behalf of FP&A group, including automation of calculations and outputs, streamlining of processes and data architecture execution and testing

Job Summary

  • Lead change agenda on behalf of FP&A group, including automation of calculations and outputs, streamlining of processes and data architecture execution and testing.
  • Support the preparation and analysis of financial forecasts, budgets and long-term plans for the U.S. Banks (Balance Sheet, P&L, RWA, capital ratios, capital allocation, etc.), ensuring accuracy and alignment with corporate objectives.
  • Morgan Stanley is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Investment Management and Wealth Management.

Matching Summary

Lead change agenda on behalf of FP&A group, including automation of calculations and outputs, streamlining of processes and data architecture execution and testing.

Salary

Base: $120,000 - $205,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Financial Planning & Analysis
  • Balance Sheet and P&L analysis
  • CCAR/DFAST submissions
  • Process automation
  • Data architecture execution

Nice-to-have

  • Client-focused financial advice
  • Global financial services
  • Collaborative team environment
  • Commitment to diversity and inclusion

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
  • Experience with process automation using Alteryx, Axiom, TM1, AI
  • Advanced proficiency in Excel and Power Point

Work Rights

Not specified

Tailored Resume

Cover Letter