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Corporate Financial Planning & Analysis Director

Corporate Financial Planning & Analysis Director

Morgan StanleyBaltimore, MD, US
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Director, Corporate Financial Planning & Analysis

We're seeking someone to join Corporate Financial Planning & Analysis team as a Director in Finance COO Office. We are looking for a motivated individual to join our dynamic team. The Director will be responsible for assisting and managing various project management tasks, including analyzing data, preparing reports, and supporting the project managers in ensuring that projects are completed on time and within budget.

In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is a Director level position within the Financial Planning & Analysis job family which is responsible for the firm's budget, forecast, internal management reporting and financial analysis to provide insight into the firm's current and expected financial performance.

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 :

  • Manage and participate in complex cross-functional projects from initiation through execution, ensuring alignment with strategic objectives and timely delivery.
  • Develop and deliver high-impact presentations for senior leadership, translating complex financial and operational data into clear, actionable insights.
  • Coordinate across multiple stakeholders and workstreams, maintaining strong governance, communication cadence, and risk mitigation strategies.
  • Monitor and report on project progress, identifying roadblocks and escalating issues as needed to ensure resolution.
  • Drive operational efficiency by identifying process improvements and implementing scalable solutions.
  • Maintain dashboards and reporting tools to track key performance indicators and risk metrics.
  • Facilitate executive forums and leadership updates, ensuring materials are prepared and aligned with broader priorities.

What you'll bring to the role :

  • Project Management Expertise : Proven ability to manage large-scale initiatives with multiple stakeholders in a fast-paced environment.
  • Executive Communication : Strong written and verbal communication skills, with the ability to present to senior stakeholders and synthesize complex information.
  • Multitasking & Organization : Exceptional ability to manage competing priorities, coordinate across teams, and maintain structured workflows.
  • Risk & Regulatory Awareness : Familiarity with risk management frameworks and regulatory environments such as CCAR and ICAAP.
  • Technical Proficiency : Advanced skills in Microsoft Office (especially PowerPoint and Excel), and experience with data visualization.
  • Decision-Making & Problem Solving : Ability to make sound decisions under pressure and resolve complex issues efficiently.
  • What you can expect from Morgan Stanley :

    We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values : do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren't just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you'll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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.

    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.

    Salary range for the position : $70,000-$110,000 / Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short / Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

    Morgan 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).

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