Financial Business Analyst

The successful candidate will report to the local team leader 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.

We offer:

• The chance to work in the Finance department of a top-tier financial institution and gain first-hand insight into the business
• Opportunity to collaborate with senior stakeholders across locations
• Outstanding corporate and team culture with international exposure
• Opportunity to work from home and excellent work conditions when working from the office
• Contingent/Leased assignment working onsite at Morgan Stanley
• Contract via a third-party agency

You'll do:

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 actual 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
• Seeking process improvement opportunities
• Actively participate in AI adoption

You have:

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:

• 3+ years of 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

Team profile

We’re seeking individuals to join our team as a Finance Business Partner to work in our Finance Division.

The new colleague 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 technological functions.

The role also includes management and oversight at the regional, location, and department levels.

About Morgan Stanley

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethics. We can provide a superior foundation for building a professional career – a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

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.