VP, P5, Finance Business Management : Job Level - Vice President

We're seeking someone to join our team as a Technology Finance Business Manager in Finance to be part of a global team responsible for financial and business management oversight of the Wealth Management Technology (WMT) division and to understand technology allocations to the Wealth Management business unit. The successful candidate will help develop and manage a financial analytical function that supports internal technology clients and their book of work, as well as key Wealth Management stakeholders.

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. This is a Vice President level position within the our Business Management Job Family which performs business management/CAO functions including headcount management, financials, people processes, executive communications, strategic support, divisional governance, regulatory support etc. Includes regional, location and department management and oversight.

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

• Lead end-to-end financial management processes supporting Wealth Management Technology, requiring complex decision making, advanced stakeholder management and subject matter expertise

• Develop and maintain technology budgets, forecasts, and financial metrics for the Division

• Be responsible for financial oversight of financial performance, allocations, vendor demand, invoicing and accruals, application Total Cost of Ownership and lifecycle management, and expense optimization

• Drive budgeting/forecasting processes that follow Finance guidelines and align with business priorities

• Generate reporting and analysis for monthly and quarterly packs distributed across the Division

• Assist in quarterly expense estimates across labor and non-labor accounts

• Be a thought partner in Financial Management metrics development, reporting, analysis and monitoring in support of funding prioritization discussions and process

• Manage project portfolio financial management and Business expense allocation analytics and governance, including maintaining cost center planning rates, monitoring project and system allocations, and understanding the provider to receiver impact of the project portfolio

• Manage initiatives to improve Business Management process improvements to drive efficiencies

• Understand and adhere to the Firm's risk and regulatory standards, policies and controls, and contribute to risk management and contingency planning for the business area

• Act as a role model and culture carrier; embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards

What you'll bring to the role:

• Advanced understanding of Finance functional areas, industry practices and technical skills, including financial management, budgeting, forecasting and expense governance

• Strong analytical and problem-solving skills

• Experience with financial budgeting, forecasting and technology finance management

• Thorough understanding of Financial principles such as Software Capitalization and accrual basis accounting

• Ability to manage financial risk and assess the impact of financial decisions across technology and business stakeholders

• Demonstrated ability to create concise and cogent management reporting and presentations for senior stakeholders

• Advanced skills in Excel and Powerpoint including Pivot Tables, lookups, formulas, and data manipulation and data presentation

• Ability to be flexible and highly adaptable in a constantly changing environment with ever-changing prioritization

• Excellent verbal, written communication and presentation skills

• Thorough attention to detail and precision

• Creative thinker who takes complete ownership and accountability

• Experience in a Finance expense management team, preferably within the Financial Services sector

• Bachelor's Degree in Business Administration and/or Finance

• 7-10 years of experience in Finance and/or Technology Business Management, preferably in the Financial Services sector

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.

VP, P5, Finance Business Management : Job Level - Vice President

CE QUE VOUS POUVEZ ATTENDRE DE MORGAN STANLEY:

Chez Morgan Stanley, nous levons, gérons et allouons des capitaux pour nos clients, afin de les aider à atteindre leurs objectifs. Nous le faisons d'une manière qui nous distingue des autres – et cela fait 90 ans que nous procédons ainsi.  Nos valeurs – donner la priorité à nos clients, agir de manière intègre, innover grâce à des idées exceptionnelles, s’engager en faveur de la diversité et de l’inclusion, et s’investir dans la société – ne sont pas de simples convictions : elles guident les décisions que nous prenons chaque jour afin d’agir dans l’intérêt de nos clients, de nos communautés et de nos plus de 80 000 collaborateurs répartis dans 1 200 bureaux à travers 42 pays. Chez Morgan Stanley, vous aurez l'occasion de travailler aux côtés des meilleurs et des plus brillants, dans un environnement où vous bénéficierez d'un soutien et d'une grande autonomie. Nos équipes sont composées de collaborateurs infatigables et d'esprits créatifs, qui puisent leur inspiration dans la diversité de leurs parcours et de leurs expériences. Nous sommes fiers d'accompagner nos collaborateurs et leurs familles à chaque étape de leur parcours professionnel, en leur proposant des avantages sociaux et des avantages complémentaires parmi les plus attractifs et les plus complets du secteur. Il existe également de nombreuses possibilités d'évolution au sein de l'entreprise pour ceux qui font preuve de passion et de détermination dans leur travail.

Pour en savoir plus sur nos bureaux à travers le monde, veuillez copier-coller l'adresse https://www.morganstanley.com/about-us/global-offices dans votre navigateur.

Morgan Stanley est un employeur garantissant l'égalité des chances, qui s'engage à constituer et à maintenir un effectif diversifié en termes d'expérience et d'origine.  Nos efforts en matière de recrutement témoignent de notre engagement fort en faveur d'une culture d'inclusion, dans laquelle les personnes sont recrutées, formées et promues en fonction de leurs compétences et de leurs talents.

Notre personnel est le reflet d'un large éventail des communautés mondiales au sein desquelles nous exerçons nos activités, apportant ainsi une grande diversité de parcours, de talents, de points de vue et d'expériences.

Pour plus d'informations, rendez-vous sur: https://www.morganstanley.com/people-opportunities/eeo.