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E*TRADE from Morgan Stanley · 4 hours ago

Wealth Management Segment FP&A Controller

New York, New York, United States of America

Full-time

Onsite

Mid, Senior Level

$100K/yr - $140K/yr

5+ years exp

E*TRADE from Morgan Stanley is a global leader in financial services, and they are seeking an Associate in Finance to join their Financial Planning & Analysis team. The role involves producing consolidated reporting for actual, budget, and forecast, while providing management and advisory services for the firm's financial and capital resources.

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

Work closely across FP&A team on streamlining processes, expanding reporting, and implementing changes where applicable

Manage team members and work closely with the WM Finance and broader Finance teams

Qualification

Financial PlanningAnalytical SkillsOrganizational SkillsRisk ManagementB.A./B.S. DegreeTeam CollaborationConstructive FeedbackAgilityAttention to Detail

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

5+ years of relevant experience

Strong analytical and organizational skills with attention to detail

Ability to work collaboratively across a global organization with other Finance functions across multiple locations

Must be willing to learn, grow and remain agile

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