Business Analyst in Financial Planning & Analysis
Job Type
Job Details
We’re seeking someone to join our team as a Business Analyst to work in our Finance Division.
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.
Corporate Financial Planning & Analysis (Corporate FP&A) is responsible for leading firmwide planning and forecasting processes, management reporting and performing strategic analyses of the Firm's global businesses to support strategic decision-making. The team also manages governance around Balance Sheet and P&L forecasts and co-ordinates several CCAR related processes. Corporate FP&A supports and interacts with Firm leadership, the Firm's Board of Directors and various Firm regulators. Additionally, Corporate FP&A collaborates closely with Business lines and their Finance teams, Investor Relations, global Controller teams, Treasury, Capital and the Risk Department.
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.
What you’ll do in the role
- Being responsible for preparation, consolidation and analysis of a number of key forecasting activities including but not limited to: budget, forecast, sensitivity analysis, co-ordination of various governance forums and documentation preparations, as well as other ad-hoc financial information utilized in strategic decision-making
- Support the standardization of planning processes to achieve efficiency, and support the Firm’s elevated Budget process
- Review and analyze large data sets in TM1 system and work collaboratively with onshore and offshore finance, business, and technology teams
- Assist in planning process improvement working groups, engaging directly with business units and Finance controllers and Firm Risk Management to enhance the firm’s financial planning platforms.
- Provide ad-hoc analysis, create sensitivity scenarios on different finance topic
- Support advanced finance analytics, standardize Budget, Forecast and CCAR reporting packages, and work on to migrate presentations to data visualization tool and build dashboard
What you’ll bring to the role
- 1-3 years of relevant experience
- Bachelor’s / Master’s degree in Finance /Accounting/Economics or related field
- Solid background in financial reporting
- Strong Analytical and problem-solving Skills - Ability to translate complex financial schedules into meaningful analysis and presentations
- Effective time management and ability to meet tight deadlines and handle pressure situations
- Ability to handle multiple tasks in a timely and effective manner and thrive in a fast-paced environment
- Team player with good communication skills
- Change agent with proven ability to drive process changes
- Strong experience in IBM Planning Analytics (TM1)
- Expert in Microsoft Office, VBA/ Python knowledge is a plus
- Experience with technology-enabled forecasting and data visualization tools is a plus (e.g. Essbase, Alteryx, Power BI, Tableau)
- Experience in project management, including requirements gathering and end user testing is a plus.
Morgan Stanley Budapest is an integral part of the Firm’s global business functions including Technology, Finance, Risk, Institutional Securities and Wealth Management. Morgan Stanley has been rooted in the Budapest community since 2006 and is considered a leading employer among the area’s highly skilled talent. Our innovative team delivers deep technical and mathematical expertise to support the Firm’s capabilities in quantitative analysis, data analysis, and risk management. Learn more about our unmatched culture in Morgan Stanley Budapest.
#LI-JL1 #BPACC #LI-hybridWHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 https://www.morganstanley.com/about-us/global-offices into your browser.
Certified Persons Regulatory Requirements:
If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.
Flexible work statement
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.