Morgan Stanley

Expense Management Finance Director

Morgan Stanley$90K — $155K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance or related field preferred
  • 8+ years of relevant finance experience
  • Expertise in Microsoft Office, especially PowerPoint and Excel
  • Strong analytical and problem-solving skills
  • Excellent communication and presentation abilities
  • Proven ability to collaborate within cross-functional teams

Responsibilities

  • Collaborate with Finance and Corporate Services teams
  • Lead deliverables in financial management
  • Identify and mitigate emerging risks
  • Model and exemplify firm values
  • Analyze corporate real estate expenses and present financial improvement recommendations
  • Support strategic financial analysis for complex real estate transactions
  • Manage multi-year financial plans for real estate portfolio

Benefits

  • Inclusive company culture
  • Opportunities for professional growth
  • Access to firm-sponsored benefits
  • Incentive compensation and bonuses
  • Flexibility in working environment
Full Job Description
We're seeking someone to join our Real Estate Finance team as a Director in Finance, Planning & Analytics (FP&A) to play a key leadership role in the financial management of the firm's approximately $1.9 Billion occupancy expense. The individual will collaborate with and be a trusted advisor to the Corporate Services real estate team. Project work includes supporting the integration of new technology initiatives and driving enhanced/improved models.

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. Additional responsibilities include expense allocation. FP&A is a contributor to the Firm's CCAR process.

What you'll do in the role:
- Collaborate with a varied group of colleagues in Finance and across the Firm
- Responsible for and lead a significant set of deliverables, leveraging advanced understanding of Finance functional area, product and/or client segment
- Proactively identify emerging risks in individual and department work and contribute to strategies for mitigating them
- Act as a role model and culture carrier; Embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards
- Analyze the global corporate real estate portfolio expense and present recommendations to leadership to improve financials and highlight savings opportunities.
- Support strategic decision making by providing in-depth financial analysis on complex real estate transactions including sale/leaseback, dispositions, consolidations, acquisitions, renewals, and subleases.
- Manage multi-year financial plans for Morgan Stanley's real estate portfolio by partnering with Corporate Services to include updated strategic and operating plans.

What you'll bring to the role:
- Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
- Ability to provide positive and constructive feedback and acknowledge efforts of team members
- Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks
- Bachelor's degree or equivalent, preferably in Finance or related business field
- At least 8 years relevant experience would be generally expected to find the skill level for this role.
- Analytical mindset with strong problem-solving skills, ability to drill through to root cause of issues.
- Expert level knowledge of MS Office with emphasis on PowerPoint and Excel
- Excellent presentation skills with the ability to easily synthesize data for reporting to senior management.
- Strong interpersonal collaboration and team skills including working with cross-functional teams - proven flexibility, adaptability, and reliability.

Expected base pay rates for the role will be between $90,000 and $155,000 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 programs.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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