Infrastructure FP&A Vice President (ISG Technology)
We're seeking someone to join our Technology Finance & Business Management (TFBM) team as a Vice President in Infrastructure Financial Planning & Analysis to serves as a Senior Finance Business Partner supporting Institutional Securities Technology as well as Finance, Operations, and Risk Technology. The role acts as an integrated finance planning and analysis advisor across these domains, owning the financial treatment and planning outcomes while influencing and collaborating with senior 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 Financial Planning & Analysis Job Family which is responsible for the firm's budget, forecast, internal management reporting and financial analysis to provide insight into the firm's current and expected financial performance, as well as expense allocation.
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 processes and/or programs that require complex decision making, advanced understanding of client and stakeholder needs and subject matter expertise
- Understand and adhere to the Firm's risk and regulatory standards, policies and controls; own risk and contingency plans for business area
- Act as a role model and culture carrier; embody and set an example of the Firm's values and hold yourself and team accountable to Firm standards
- Help with the annual budget, quarterly forecast, and multi-year plan (collect inputs, track deadlines, and build materials)
- Prepare basic analysis and reports for senior stakeholders (key changes, drivers, and risks)
- Work with global partners to gather updates, check variances, and follow up on open items
- Partner with other arms of finance to ensure proper treatment of labor expense and software capitalization
- Ensure accurate and consistent financial treatment across planning cycles, including expense vs. capital considerations
- Maintain a strong understanding of chargeback and allocation methodologies, partnering with responsible teams to reflect allocations accurately in consolidated plans
- Synthesize complex financial data into clear, executive-level narratives and materials for senior stakeholder consumption
- Collaborate closely with Technology, Finance and Business Management partners to ensure alignment across planning, delivery and financial outcomes
- Collaborate and contribute inputs with corporate FP&A in finance management reporting and analysis
What you'll bring to the role:
- Advanced understanding of Finance functional area, industry, and competitive environment and technical skills, including risks and key regulations relevant to the division
- Strong technical skills
- Ability to inspire and support others by providing positive and constructive feedback and to acknowledge efforts of and promote team members
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- Ability to manage risk and impact to functional area, and create plans to mitigate those risks
Business & Financial Acumen
- Significant experience in senior finance or business partner roles within complex organizations
- Strong understanding of financial statements, corporate finance principles, and technology cost structures
- Demonstrated experience owning budgets, forecasts, and planning cycles
- Expertise in software capitalization concepts and financial treatment judgment
- Ability to influence and advise Managing Director-level stakeholders
Technical & Analytical
- Advanced proficiency in Microsoft Excel, PowerPoint, and related financial analysis tools
- Strong analytical skills with ability to interpret large and complex datasets
- Experience translating data into actionable insights and executive-ready materials
Leadership & Collaboration
- Proven player-coach leadership style with experience managing small, distributed teams
- Strong communication skills across audiences from Analyst to Managing Director
- Ability to operate independently while driving consensus across diverse stakeholder groups
- At least 10 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.
Expected base pay rates for the role will be between $120,000 and $200,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
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 .
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- Fitness Subsidies
- On-Site Gym
- Pet Insurance
- Mental Health Benefits
- FSA
- Virtual Fitness Classes
- HSA
Parental Benefits
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Return-to-Work Program
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Adoption Leave
Work Flexibility
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
- Company Outings
- On-Site Cafeteria
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Leave of Absence
- Volunteer Time Off
- Personal/Sick Days
Financial and Retirement
- 401(K) With Company Matching
- Stock Purchase Program
- Performance Bonus
- Relocation Assistance
- Financial Counseling
Professional Development
- Tuition Reimbursement
- Promote From Within
- Mentor Program
- Access to Online Courses
- Lunch and Learns
- Work Visa Sponsorship
- Leadership Training Program
- Associate or Rotational Training Program
- Internship Program
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program
- Employee Resource Groups (ERG)