Reporting, Associate, Financial Planning & Analysis

We are seeking an Associate to join the FP&A team supporting Commercial Reporting & Analysis for Global Operations. This position offers an excellent opportunity to gain exposure to financial management, vendor expense oversight, budgeting, forecasting, and business partnering while working with stakeholders across multiple regions.

The Finance Division plays a critical role in supporting the Firm's strategic objectives through financial planning, analysis, reporting, forecasting, and expense management. The FP&A team partners closely with Operations Senior Leadership, Financial Control Group, Accounts Payable, Procurement teams, and business stakeholders to provide timely financial insights, budget management, forecasting support, and commercial reporting.

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:

- Collaborate with a varied group of colleagues in Finance and across the Firm

- Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products

- Invoice Processing & Vendor Management

- Manage end-to-end invoice processing for multiple vendors across various business functions.

- Review and validate vendor invoices to ensure accuracy, completeness, and compliance with Firm policies.

- Prepare supporting documentation required for invoice approvals.

- Submit invoices through SMAART, Ariba, and other internal financial systems.

- Monitor invoice status and proactively track payments through to successful vendor settlement.

- Coordinate with Accounts Payable teams to resolve invoice-related queries and payment exceptions.

- Support vendor onboarding activities, including maintenance of existing vendor records and setup of new vendors.
- Financial Operations & Expense Management
- Prepare and maintain Transfer Funding Requests (TFRs), including tracking approvals and execution status.
- Perform monthly accrual calculations and maintain supporting schedules.
- Conduct General Ledger (GL) reviews and reconciliations to ensure financial accuracy.
- Partner with Financial Control Group on accounting and expense-related matters.
- Support month-end and quarter-end close activities.
- Reporting & Analysis, prepare periodic financial reports and management packs for Operations leadership.
- Assist in budget planning, forecasting, and financial projection exercises.
- Analyze expense trends, identify variances, and provide commentary explaining key drivers.
- Develop and maintain reporting models, dashboards, and tracking tools.
- Support ad-hoc financial analysis requests from business stakeholders and senior management.
Stakeholder Management
- Collaborate with global Finance, Operations, Procurement, and Accounts Payable teams.
- Engage with business leaders to provide financial insights and reporting support.
- Ensure timely responses to stakeholder requests and follow-ups on financial matters.
- Build strong working relationships across multiple functions and regions.
- Process Improvement & Controls
- Identify opportunities to enhance reporting efficiency and improve financial processes.
- Support automation and process improvement initiatives where applicable.
- Maintain strong financial controls and ensure compliance with internal policies and governance requirements.
- Document and update process procedures and operational guidelines.

What you’ll bring to the role:

- Bachelor's degree in Finance, Accounting, Commerce, Economics, Business Administration, or a related discipline.
- 3-6 years of relevant experience in Financial Planning & Analysis, Management Reporting, Accounts Payable, Financial Reporting, or Finance Operations.
- Advanced Microsoft Excel skills including Pivot Tables, Lookups, Data Analysis, and Financial Modeling.
- Strong PowerPoint skills with the ability to prepare presentations for senior management.
- Experience working with financial systems such as SAP, Ariba, Oracle, Hyperion, or similar platforms is advantageous.
- Strong understanding of financial reporting, accruals, General Ledger concepts, and expense management processes.
Core Competencies
- Exceptional attention to detail and commitment to accuracy.
- Strong analytical and problem-solving skills.
- Ability to manage multiple priorities and work effectively under tight deadlines.
- Excellent verbal and written communication skills.
- Strong organizational and time-management capabilities.
- Customer-focused mindset with the ability to build productive stakeholder relationships.
- Self-motivated, proactive, and highly accountable.
- Ability to work independently while contributing effectively in a team environment.

- At least 2 years' relevant experience would generally be expected to find the skills required for this role
 

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.

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.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.