We're seeking someone to join our Financial Planning & Analysis team as a Finance Associate to produce consolidated reporting for actual, budget and forecast. This role will support the transformation efforts within the Infra Finance team. In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm’s financial and capital resources.

This is an Associate level position within our Financial Planning & Analysis Job Family which is responsible for the firm's budget, forecast, internal management reporting and financial analysis to provide insight into the firm's current and expected financial performance, as well as expense allocation. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. 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. Support delivery of finance transformation agenda.

Identify opportunities to apply AI and automation to planning and reporting workflows, and help scale successful solutions across Finance teams. Working knowledge of Finance functional area, industry and competitive environment. Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment.

Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks.

Experience in leveraging AI (Microsoft CoPilot, Claude)



to solve day-to-day solutions.

Experience in using Power BI or other BI solutions. Ability to manage project milestones and risk, as well as communicate with stakeholders and deliver impactful presentations. Ability to work accurately and efficiently across large, complex data sets.

Ability to work collaboratively across a global organization with other Finance functions across multiple locations. Must be willing to learn, grow and remain agile. At least 2 years of relevant experience in financial analysis and reporting, business analysis, system integration, business transformation, project management equivalent.

Bachelor's degree in Accounting or Finance preferred.

We offer a hybrid work environment, combining work from home and attendance in the office. Knowledge of French and English is required.

At Morgan

Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. 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. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences.

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.

📌 Finance Associate - Financial Planning & Analysis (Hybrid) (Montreal)
🏢 Morgan Stanley
📍 Montreal