Bulge Bracket Investment Banks
Finance Business Partner
ExperiencedNo visa sponsorship
Posted 16 days ago
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Senior finance role partnering with technology teams to provide budgeting, forecasting, expense management, financial analysis and reporting to support decision-making. The role delivers regional, location and department-level oversight and creates capital and vendor spend reporting (using Power BI) while reporting project costs to stakeholders. You will partner with IT leadership, sourcing and finance to drive strategic planning, cost efficiency, process improvement and support systems enhancements and AI adoption. Strong communication, analytical, Excel/PowerPoint skills and the ability to work independently in a fast-paced environment are required.
- Compensation
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Currency: Not specified
Full Job Description
We’re seeking someone to join our team as a Finance Business Partner to work in our Finance Division.
The Finance Business Partner will play a pivotal role in supporting technology-driven initiatives, working closely with cross-functional teams to deliver financial insights that enable effective decision-making. By leveraging strong analytical skills and a proactive approach, you will help ensure that financial objectives are aligned with broader organizational strategy, contributing to the continued success and growth of Morgan Stanley’s technology functions.
The role also includes management and oversight at the regional, location, and department levels.
Since 1935, Morgan Stanley has operated as a financial services organization, conducting business in over 40 countries.
What you’ll do in the role:
- The successful candidate will report to the local team lead as part of the Technology Finance & BM team. Responsibilities include supporting finance and business management functions such as expense management, budgeting, forecasting, and ad hoc reporting. The position requires strong communication skills, independence, and a delivery-focused mindset in a fast-paced environment.
- Financial analysis of a Technology department:
- Partner with Senior Business manager, IT Department leadership, Finance, Sourcing
- Collaborate in cross-department efforts for annual budgeting, monthly forecasting, strategic investments, and cost efficiency
- Develop, analyze, and present findings in response to senior management requests, focusing on budget, workforce, and program deliverables
- Financial Reporting:
- Ensure financial transparency and accountability through detailed and accurate reporting including analysis of actuals versus budget, and preparation of commentary for the monthly and quarterly expense review packs
- Create capital and vendor spend reporting from Power BI
- Report project cost to multiple levels of stakeholders in a clear, concise and transparent fashion
- Project work:
- Support new systems and functionality enhancements
- Seek process improvement opportunities
- Actively participate in AI adoption
What you’ll bring to the role:
- Communication and Interpersonal Skills:
- Strong interpersonal and communication skills, both verbal and written are essential
- Ability to work across functional disciplines and engage with all levels of the organization
- Experience and Technical Proficiency:
- Relevant experience in resource or budget planning
- Strong Excel and PowerPoint skills
- Understanding of general finance and accounting principles
- Leadership and Collaboration:
- Ability to work toward a common goal with team members
- Demonstrates the ability to work independently in a high-pressure environment
- Analytical and Strategic Planning:
- Strong problem-solving and analytical skills.
- Strategic planning ability to inform stakeholders and drive decision-making processes
#LI-JL1 #BPACC #LI-hybrid
WHAT 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.
