Finance Business Partner

Finance Business Partner at Morgan Stanley

We’re seeking individuals to join our team as a Finance Business Partner to work in our Finance Division. The Finance Business Partner 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 organisational strategy, contributing to the continued success and growth of Morgan Stanley’s technology functions. The role also includes management and oversight at the regional, location, and department levels.

Since 1935, Morgan Stanley has operated as a financial services organization, conducting business in over 40 countries.

What You’ll Do In The Role

The successful candidate will report to the local team lead 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.

• 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 actuals 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
• Seek process improvement opportunities
• Actively participate in AI adoption

What You’ll Bring To The Role

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:

• Relevant experience in resource or budget planning
• Strong Excel and PowerPoint skills
• Understanding of general finance and accounting principle

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

What You Can Expect From Morgan Stanley

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

Key skills/competency

• Financial Planning & Analysis (FP&A)
• Budgeting & Forecasting
• Expense Management
• Financial Reporting
• Strategic Planning
• Cross-functional Collaboration
• Data Analysis
• Power BI
• Microsoft Excel
• Process Improvement