Company ProfileMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.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 ethic. Morgan Stanley 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.Department ProfileThe Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance protects the Morgan Stanley franchise by serving as guardian of the Firm's books and records, and by contributing to firm wide risk management and risk reduction. This division maintains relationships with Morgan Stanley's various industry and government regulators and also serves as the conduit of financial information to the outside investment community. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior management team.Corporate Financial Planning & Analysis (Corporate FP&A) is responsible for leading firmwide planning and forecasting processes, management reporting and performing strategic analyses of the Firm's global businesses to support strategic decision-making. Corporate FP&A supports and interacts with Firm leadership, the Firm's Board of Directors and various Firm regulators. Additionally, Corporate FP&A collaborates closely with Business lines and their Finance teams, Investor Relations, global Controller teams, Treasury, Capital and the Risk Department.We are seeking an Executive Director (ED) to lead PPNR Forecasting. This highly visible role will report to the Head of Budgeting and Forecasting, Corporate FP&A and will coordinate across the Firm with a key focus on executing PPNR forecast delivery, performing recurring and ad hoc financial analyses for senior Finance leadership and developing a high-performing cross-regional team. This position provides a unique opportunity to obtain detailed knowledge and related expertise of the significant aspects of the Firm's global businesses.Key responsibilities will include but will not be limited to the following:Lead a team of high-performing individuals with a dispersed geographic footprintGovern the processes for submitting various PPNR forecasts and report performance against key priorities and objectivesManage the preparation, consolidation, review, and analysis of PPNR forecasts working closely with Business and Business Finance teams. Planning processes include, but are not limited to: Annual CCAR, quarterly stress testing, pro-forma modeling, and conducting what-if sensitivity analysesCommunicate and coordinate effectively with partner teams across Finance and the broader Firm (e.g., Capital, business aligned Finance, Treasury, Product Control) to drive successful outcomesSupport ad hoc financial analyses and projects as requiredQualifications10 years of experience in financial services, preferably with leadership experience in FP&A, capital planning or product control including performing financial forecasts and providing financial analyses that highlight key drivers and dependencies impacting results and the overall health of the organizationExcellent analytical, writing and presentation skills, including ability to summarize complex business problems and detailed analyses with clarity and brevityExcellent communication, interpersonal, problem solving and client service skillsAbility to influence and advise senior leadershipAdept at working independently in a fast-paced environment and handling complexity and ambiguityProven track record of leading and working with teams and ability to work across organizational boundariesStrong organizational skills, including the ability to coordinate, prioritize and manage multiple deliverablesSignificant prior experience with CCAR, analyzing financial statements and managing large amounts of dataExperience with technology-enabled forecasting and data visualization tools a plus (e.g., IBM Planning & Analytics, Essbase, Hyperion, Power BI, Tableau)Bachelor's degree in finance, Accounting, Economics, or related field preferred; MBA, CPA and/or CFA is a plusExpected base pay rates for the role will be between 190,000 and 250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programsMorgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
