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Wealth Management Finance - FP&A Associate
$70,000 - $105,000/Yr
Morgan Stanley - Harrison, NY
posted 2 months ago
Full-time - Entry Level
Harrison, NY
5,001-10,000 employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
About the position
The Wealth Management Finance - FP&A Associate role at Morgan Stanley involves supporting the Finance CCAR team by providing timely and insightful analysis and planning. The position requires a motivated self-starter with experience in financial reporting and product control, focusing on P&L and balance sheet reporting, compliance with accounting standards, and collaboration with various business units.
Responsibilities
- Support daily, monthly, and quarterly P&L and balance sheet reporting.
- Oversight of month-end general ledger close process and disclosure reporting.
- Partner with businesses and CFO teams to understand the impacts of various business activities.
- Operate in the overall execution and continued improvement of control frameworks.
- Oversee the design and implementation of robust controls to ensure compliance with accounting standards and regulatory rules.
- Drive and own ad-hoc projects & analysis as required.
Requirements
- BS/BA degree with Finance and/or Accounting experience required.
- 3-5 years post-college experience in financial services industry.
- Demonstrated ability to prioritize and manage multiple projects, manage expectations and complete deliverables in a timely manner with exceptional attention to detail.
- Capable of summarizing complex accounting and/or reporting results in succinct, plain English.
- Strong interpersonal collaboration and team skills including working with cross-functional teams - proven flexibility, adaptability and reliability.
- Self-starter with exceptional project management skills and sound business judgment.
- Excellent presentation skills.
- Expert level knowledge of MS Office with emphasis on PowerPoint, Word and Excel.
Benefits
- Comprehensive employee benefits and perks
- Diversity and inclusion programs
- Professional development opportunities
- Mentorship programs
