U.S. Banks Financial Planning & Analysis – Associate

Role Overview

The Financial Planning & Analysis (FP&A) function is responsible for producing the Annual Strategic Plan and periodic forecasts, leading Balance Sheet and Income Statement efforts for the Banks Annual and Quarterly Stress Test (AST/QST) submissions to the OCC. The role provides a unique perspective on the whole array of Finance and FP&A activities specific to a legal entity.

What You Will Do

Support the preparation and analysis of financial forecasts, budgets, and long-term plans for the U.S. Banks, including financial modeling and analysis, risk identification, documentation, and governance efforts. Perform financial analysis to support decision-making and assist with the preparation of materials for the U.S. Banks’ Chief Financial Officer, Senior Management, Boards of Directors, and Regulators.

Why It Might Be a Fit

The ideal candidate will have 2-4 years of experience in Financial Planning & Analysis, or a related finance role within the financial services industry, and a Bachelor’s degree in Accounting, Finance, Economics, Statistics, Data Analytics, or a related field.

Requirements

• 2-4 years of experience in Financial Planning & Analysis, or a related finance role within the financial services industry
• Bachelor’s degree in Accounting, Finance, Economics, Statistics, Data Analytics, or a related field
• Strong analytical, problem-solving, and project management skills with high attention to detail
• Strong quantitative skills and the ability to learn new reporting applications quickly
• Ability to support multiple projects and deadlines with a high degree of flexibility
• Knowledge of financial forecasting and planning concepts; familiarity with bank regulatory capital or stress testing is preferred
• Effective written and verbal communication skills, with the ability to collaborate across teams and communicate with different audiences
• Proficiency in Excel and PowerPoint; experience with Planning Analytics for Excel (TM1) application is a plus

Benefits

• Dental insurance
• Vision insurance
• Comprehensive employee benefits and perks in the industry
• Commission earnings
• Incentive compensation
• Discretionary bonuses
• Other short and long-term incentive packages
• Other Morgan Stanley sponsored benefit programs

Tagged as: Financial Modeling