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E*TRADE from Morgan Stanley · 1 month ago

Wealth Management Finance FP&A - Associate

Purchase, New York, United States of America

Full-time

Onsite

Entry, Mid Level

$100K/yr - $115K/yr

2+ years exp

E*TRADE from Morgan Stanley is a global leader in financial services, and they are seeking an Associate to join their Financial Planning & Analysis team. The role focuses on consolidating and reporting segment financials, supporting budget and forecast processes, and ensuring compliance with risk and regulatory standards.

BankingFinanceFinancial Services

Responsibilities

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

Adhere to the Firm's risk and regulatory standards, policies and controls

Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards

Assisting with WM financial model onboarding efforts; manage daily stand-up calls with Technology and Corporate partners

Support overall project initiatives regarding model input/output automation, data validation, and process enhancements

Preparation of quarterly reporting decks including the WM CCAR Review & Challenge package

Data submission for quarterly regulatory reports

General and ad hoc involvement with the segment budget and Comprehensive Capital Analysis & Review (CCAR) multi-year forecast preparation

Qualification

Financial Planning & AnalysisData analysisOracle Essbase/TM1Microsoft OfficeBudget preparationTeam collaborationCommunicationAdaptability

Required

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

B.A./B.S. in relevant field

2-5+ years of relevant experience

A high aptitude for numbers and a quick grasp of new applications and technology

Must be willing to learn, grow and remain agile

Experience working effectively with large data sets, clearly articulating multifaceted results and responding to questions

A desire to work in a team-based environment and contribute as a team player

Extremely proficient with Microsoft Office

Strong communication skills