Reporting, Associate, Financial Planning & Analysis

We are seeking an Associate to join the FP&A team supporting Commercial Reporting & Analysis for Global Operations. This position offers an excellent opportunity to gain exposure to financial management, vendor expense oversight, budgeting, forecasting, and business partnering while working with stakeholders across multiple regions. The Finance Division plays a critical role in supporting the Firm's strategic objectives through financial planning, analysis, reporting, forecasting, and expense management. The FP&A team partners closely with Operations Senior Leadership, Financial Control Group, Accounts Payable, Procurement teams, and business stakeholders to provide timely financial insights, budget management, forecasting support, and commercial reporting. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What you’ll do in the role: - Collaborate with a varied group of colleagues in Finance and across the Firm - Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products - Invoice Processing & Vendor Management - Manage end-to-end invoice processing for multiple vendors across various business functions. - Review and validate vendor invoices to ensure accuracy, completeness, and compliance with Firm policies. - Prepare supporting documentation required for invoice approvals. - Submit invoices through SMAART, Ariba, and other internal financial systems. - Monitor invoice status and proactively track payments through to successful vendor settlement. - Coordinate with Accounts Payable teams to resolve invoice-related queries and payment exceptions. - Support vendor onboarding activities, including maintenance of existing vendor records and setup of new vendors. - Financial Operations & Expense Management - Prepare and maintain Transfer Funding Requests (TFRs), including tracking approvals and execution status. - Perform monthly accrual calculations and maintain supporting schedules. - Conduct General Ledger (GL) reviews and reconciliations to ensure financial accuracy. - Partner with Financial Control Group on accounting and expense-related matters. - Support month-end and quarter-end close activities. - Reporting & Analysis, prepare periodic financial reports and management packs for Operations leadership. - Assist in budget planning, forecasting, and financial projection exercises. - Analyze expense trends, identify variances, and provide commentary explaining key drivers. - Develop and maintain reporting models, dashboards, and tracking tools. - Support ad-hoc financial analysis requests from business stakeholders and senior management. Stakeholder Management - Collaborate with global Finance, Operations, Procurement, and Accounts Payable teams. - Engage with business leaders to provide financial insights and reporting support. - Ensure timely responses to stakeholder requests and follow-ups on financial matters. - Build strong working relationships across multiple functions and regions. - Process Improvement & Controls - Identify opportunities to enhance reporting efficiency and improve financial processes. - Support automation and process improvement initiatives where applicable. - Maintain strong financial controls and ensure compliance with internal policies and governance requirements. - Document and update process procedures and operational guidelines. What you’ll bring to the role: - Bachelor's degree in Finance, Accounting, Commerce, Economics, Business Administration, or a related discipline. - 3-6 years of relevant experience in Financial Planning & Analysis, Management Reporting, Accounts Payable, Financial Reporting, or Finance Operations. - Advanced Microsoft Excel skills including Pivot Tables, Lookups, Data Analysis, and Financial Modeling. - Strong PowerPoint skills with the