We are looking for someone to join our team as a Financial Planning & Analysis Business Partner, taking a leading role within the Business Infrastructure Office (BIO) organization, with responsibility for end‑to‑end process ownership and senior stakeholder management.
The Business Infrastructure Office (BIO) within FP&A provides centralized business management, reporting, and coordination across infrastructure functions. BIO partners closely with Finance, Operations, Risk, Legal, and Technology to support strong governance, scalability, and delivery of firmwide initiatives. The role operates in a complex, global, matrixed Finance environment and requires strong operational execution, strategic thinking, and the ability to drive change at scale.
Since 1935, Morgan Stanley has been a global leader in financial services, operating in more than 40 countries and continuously evolving to better serve our clients and communities.
What you’ll do in the role
Own and deliver end‑to‑end infrastructure cost transparency across business segments, providing clear, actionable insights into total infrastructure spend and cost drivers.
Develop and oversee high‑quality, decision‑relevant reporting supporting senior management, governance forums, and firmwide initiatives.
Act as a key FP&A partner to Company functions (Legal, Risk, Internal Audit, Human Resources, Administration, and senior Company Management), as well as Company FP&A and Technology FP&A teams, ensuring alignment, consistency, and accuracy across reporting frameworks.
Translate complex financial and operational data into concise, compelling narratives enabling effective senior‑level decision‑making.
Assess existing reporting and coordination processes from an end‑to‑end perspective, identifying inefficiencies, risks, and scalability constraints.
Drive continuous improvement initiatives across BIO operations, with a strong focus on simplification, standardization, and control enhancement.
Lead the adoption of automation and AI‑enabled solutions to improve data quality, reduce manual effort, and increase speed and reliability of reporting.
Establish and embed best practices to ensure BIO processes remain scalable, resilient, and fit for purpose.
Serve as a senior point of contact for a broad set of global stakeholders across Finance, Operations, Risk, Legal, and Technology.
Manage competing priorities in a complex matrix environment while balancing local, regional, and global requirements.
Communicate clearly and confidently with senior leadership, including proactive escalation of risks, issues, and dependencies.
Ensure stability, control, and consistent performance during high‑pressure periods such as month‑end close, planning, and forecasting cycles.
What you’ll bring to the role
6–8 years of relevant Finance / Accounting experience.
Proven track record in month‑end close and reporting leadership.
Experience with automation, AI, and workflow tools.
Strong communication skills, strategic thinking, and stakeholder management capability.
Ability to translate complex financial and operational data into concise insights for senior stakeholders.
Demonstrated operational excellence with a continuous improvement mindset.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Certified Persons Regulatory Requirements:
If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.
Flexible work statement
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Skills Required
- 6-8 years of relevant Finance / Accounting experience
- Proven track record in month-end close and reporting leadership
- Experience with automation, AI, and workflow tools
- Strong communication, strategic thinking, and stakeholder management
- Ability to translate complex financial and operational data into concise insights
- Demonstrated operational excellence with a continuous improvement mindset
Morgan Stanley Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.
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Parental & Family Support — Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
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Healthcare Strength — Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
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Equity Value & Accessibility — Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.
Morgan Stanley Insights
What We Do
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
