Morgan Stanley
AVP - U.S. Banks Financial Planning & Analysis
$90K–$155K
New York, New York · On-site · Full-time · Posted Oct 26, 2026
- Experience
- 5-10 years of experience in financial planning & analysis, or related finance roles within financial services industry.
- Education
- Bachelor’s degree in Accounting, Finance, Economics, Statistics, Data Analytics, or a related field.
About the job
Supports U.S. Banks’ financial planning, forecasting, stress-test submissions, and management analysis.
What you'll do
- Prepare and analyze forecasts, budgets, long-term plans, and financial metrics for the U.S. Banks.
- Support Balance Sheet and PPNR processes for stress tests and Resolution Planning, including modeling, risk identification, documentation, and governance.
- Create management reporting and decision-support analytics; improve processes and coordinate deliverables across teams.
What they ask for
- Bachelor’s degree in Accounting, Finance, Economics, Statistics, Data Analytics, or a related field.
- Strong understanding of CCAR, DFAST14A, capital planning framework, and forecasting methodologies.
- Advanced proficiency in Excel and Power Point.
- Strong analytical, problem-solving, project management, communication, and organizational skills.
Nice to have
- Knowledge of TM1 application.
Pay
$90,000 and $155,000 per year (base salary)
Tools
Excel, Power Point, TM1, CCAR, DFAST14A
Model-written summary · the original posting is authoritative