AVP - U.S. Banks Financial Planning & Analysis
Core
Lead financial planning, forecasting, and stress testing for Morgan Stanley's U.S. Banks subsidiaries, supporting the CFO and management teams with strategic analysis and regulatory submissions.
Role type
Senior Financial Planning & Analysis Manager
Builds
Annual Strategic Plans, Balance Sheet and Income Statement forecasts, CCAR/Annual/Quarterly Stress Test submissions, and management reporting dashboards.
Domain
Banking / Financial Services / Regulatory Compliance
Required skills
Financial forecasting, Budgeting, Stress testing, Financial modeling, Regulatory reporting (CCAR/DFAST), Capital planning, Data analysis, Process improvement, Project management
Preferred skills
TM1 application knowledge
Technologies
Excel, PowerPoint, TM1
Responsibilities
Prepare and analyze financial forecasts, budgets, and long-term plans; Support end-to-end Balance Sheet and PPNR processes for stress test submissions; Create management reporting including balance, revenue, and expense analysis; Develop key analytics to assist with materials for the CFO and Board; Contribute to process improvement and automation initiatives; Collaborate with Business Units, Controllers, Treasury, and Risk Management.
Seniority
Senior, hands-on IC
