PowerToFly
U.S. Banks Financial Planning & Analysis - Director
PowerToFly, Harrison, Maine, United States
Company Description
Morgan Stanley is a global financial services firm operating through three principal business segments: Institutional Securities, Investment Management and Wealth Management (including Morgan Stanley Private Bank, National Association (MSPBNA) and Morgan Stanley Bank, NA). The firm provides comprehensive financial advice and services including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits, cash management, annuities, insurance, retirement and trust services. Department Description
The Financial Planning & Analysis (FP&A) function within U.S. Banks produces the Annual Strategic Plan, periodic forecasts and leads Balance Sheet and Income Statement efforts for the Banks' Annual and Quarterly Stress Test (AST/QST) submissions to the OCC. It provides key financial and strategic analysis to support the Banks' global businesses and offers a unique perspective on all finance and FP&A activities specific to a legal entity. Key Responsibilities
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 Lead the end‑to‑end Balance Sheet and PPNR processes for CCAR/Annual/Quarterly Stress Test and Resolution Planning submissions, including financial modeling, risk identification, documentation and governance efforts Create management reporting using multiple data sources, including Balance and Revenue analysis, Expense analysis and Key Risk Indicators Develop key analytics to enhance decision making and assist with the preparation of materials for the U.S. Banks’ CFO, Senior Management, Board of Directors and Regulators Contribute to process improvement and automation initiatives to enhance efficiency, data integrity and analytical capabilities Collaborate with Business Units, Corporate and Segment FP&A, Controllers, Treasury, Capital, Risk Management and others in support of the U.S. Banks’ deliverables Qualifications
Minimum 3+ years of experience in financial planning & analysis or related finance roles within financial services Bachelor’s degree in Accounting, Finance, Economics or a related field Strong aptitude for numbers and quick grasp of new reporting applications Ability to handle multiple projects, competing priorities and deadlines while working independently Strong understanding of CCAR, capital planning framework and forecasting methodologies Advanced analytical, problem‑solving and project management skills with high attention to detail Effective communication and interpersonal skills with the ability to work effectively across functions Advanced proficiency in Excel and PowerPoint Knowledge of TM1 application is a plus What You Can Expect From Morgan Stanley
Morgan Stanley is committed to maintaining first‑class service and high standards of excellence. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion—guide everything we do. We offer an inclusive environment where employees are supported, empowered and rewarded with comprehensive benefits and perks. Opportunities to move within the business are available for those who show passion and grit. Compensation
Expected base pay ranges from $90,000 to $155,000 per year. Total compensation may include commission earnings, incentive compensation, discretionary bonuses and other benefit programs. Equal Employment Opportunity
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce. We do not discriminate on the basis of race, color, religion, creed, age, sex, gender identity, sexual orientation, national origin, citizenship, disability, marital status, veteran status, genetic information or any other characteristic protected by law.
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Morgan Stanley is a global financial services firm operating through three principal business segments: Institutional Securities, Investment Management and Wealth Management (including Morgan Stanley Private Bank, National Association (MSPBNA) and Morgan Stanley Bank, NA). The firm provides comprehensive financial advice and services including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits, cash management, annuities, insurance, retirement and trust services. Department Description
The Financial Planning & Analysis (FP&A) function within U.S. Banks produces the Annual Strategic Plan, periodic forecasts and leads Balance Sheet and Income Statement efforts for the Banks' Annual and Quarterly Stress Test (AST/QST) submissions to the OCC. It provides key financial and strategic analysis to support the Banks' global businesses and offers a unique perspective on all finance and FP&A activities specific to a legal entity. Key Responsibilities
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 Lead the end‑to‑end Balance Sheet and PPNR processes for CCAR/Annual/Quarterly Stress Test and Resolution Planning submissions, including financial modeling, risk identification, documentation and governance efforts Create management reporting using multiple data sources, including Balance and Revenue analysis, Expense analysis and Key Risk Indicators Develop key analytics to enhance decision making and assist with the preparation of materials for the U.S. Banks’ CFO, Senior Management, Board of Directors and Regulators Contribute to process improvement and automation initiatives to enhance efficiency, data integrity and analytical capabilities Collaborate with Business Units, Corporate and Segment FP&A, Controllers, Treasury, Capital, Risk Management and others in support of the U.S. Banks’ deliverables Qualifications
Minimum 3+ years of experience in financial planning & analysis or related finance roles within financial services Bachelor’s degree in Accounting, Finance, Economics or a related field Strong aptitude for numbers and quick grasp of new reporting applications Ability to handle multiple projects, competing priorities and deadlines while working independently Strong understanding of CCAR, capital planning framework and forecasting methodologies Advanced analytical, problem‑solving and project management skills with high attention to detail Effective communication and interpersonal skills with the ability to work effectively across functions Advanced proficiency in Excel and PowerPoint Knowledge of TM1 application is a plus What You Can Expect From Morgan Stanley
Morgan Stanley is committed to maintaining first‑class service and high standards of excellence. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion—guide everything we do. We offer an inclusive environment where employees are supported, empowered and rewarded with comprehensive benefits and perks. Opportunities to move within the business are available for those who show passion and grit. Compensation
Expected base pay ranges from $90,000 to $155,000 per year. Total compensation may include commission earnings, incentive compensation, discretionary bonuses and other benefit programs. Equal Employment Opportunity
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce. We do not discriminate on the basis of race, color, religion, creed, age, sex, gender identity, sexual orientation, national origin, citizenship, disability, marital status, veteran status, genetic information or any other characteristic protected by law.
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