CCAR Project Manager
Location:
New York , New York
Posted:
October 19, 2016
Reference:
3078974
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance protects the Morgan Stanley franchise by serving as guardian of the Firm's books and records, and by contributing to firmwide risk management and risk reduction. This division maintains relationships with Morgan Stanley's various industry and government regulators, and also serves as the conduit of financial information to the outside investment community. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior management team.

Corporate Financial Planning & Analysis (Corporate FP&A) is responsible for providing Senior Management with strategic analysis of the Firm's global businesses, the Firm's annual budget, and various related financial information to be utilized in strategic decision-making. Corporate FP&A works closely with business segment FP&A and reporting teams, Corporate Treasury, and the Risk Department on various aspects of FP&A deliverables. Corporate FP&A is also responsible for reporting financial forecasts and related analyses to various stakeholders, including the Firm's regulators. This position provides a unique opportunity to obtain detailed knowledge and related expertise of the significant aspects of the Firm's global businesses.

- Coordinate and project manage capital planning activities, including macroeconomic and market variable forecasting, CCAR challenger model runs, and documentation for the annual budget and Comprehensive Capital Analysis and Review (CCAR) process
- Implement annual enhancements of critical financial forecasting policies and procedures, specifically on existing and emerging components of the Pre-Provision Net Revenue (PPNR) and balance sheet forecasting processes for CCAR regulation
- Maintain CCAR-related consolidation models, presentations and documentation
- Drive strong partnerships with business units to ensure completion of financial forecasts and relevant analysis
- Complete ad-hoc analysis and presentations for senior management

Qualifications
- Bachelor's degree in Finance, Economics, Accounting, Math / Statistics or related field, with 3 years of relevant experience
- Strong interpersonal skills; effective communication (in both writing and presenting)
- Ability to manage end to end process, inclusive of all stakeholders, business and functional areas to ensure successful and timely delivery of requirements
- Analytical mindset with attention to detail
- Technical skills, including proficiency in Microsoft Excel, PowerPoint, and Word. Experience in financial reporting systems preferred
- Effective time management and ability to meet tight deadlines and handle pressure situations
- Experience with financial reporting and forecasting (income statement and/or balance sheet) preferred
- Should be familiar with CCAR / DFAST and relevant stress test topics

A little about us:
Since its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services.

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