Expense Strategy & Analytics - Director

About the role

We’re seeking someone to join our team as a Director in Expense Strategy & Analytics within the Financial Planning & Analysis team to partner with senior leaders across Finance, business, and functional teams to evaluate tradeoffs, improve transparency into spend drivers, and identify opportunities to optimize costs and resource allocation.

Responsibilities

• Collaborate with a varied group of colleagues in Finance and across the Firm
• Responsible for and lead a significant set of deliverables, leveraging advanced understanding of Finance functional area, product and/or client segment
• Proactively identify emerging risks in individual and department work and contribute to strategies for mitigating them
• Act as a role model and culture carrier; Embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards
• Support strategic decision making by providing in-depth financial analysis on the global non-compensation expense portfolio, including professional services, marketing and development spend, and present savings recommendations to leadership
• Work across Finance, business, and functional partners to improve transparency into spend drivers, align assumptions, and support coordinated action across expense categories
• Translate expense actions into a clear multi-year projection, linking near term decisions to longer term cost outcomes
• Partner with senior leaders and governance forums to frame key expense decisions, evaluate tradeoffs, and support prioritization across competing investment and cost objectives
• Help enhance expense forecasting and scenario modeling capabilities by improving data, analytics, and tools that support management decision-making

Requirements

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

Proven ability to build trusted partnerships with business leaders, align priorities, challenge spend, and drive coordinated decisions across expense functions

Excellent communication and influence skills with the ability to synthesize complex information into clear, action-oriented messaging for executives and cross-functional stakeholders

Strong expense analytics and decision support skills with the ability to run deep dive analysis, identify key cost drivers, quantify tradeoffs, and translate analysis into clear recommendations for senior leaders

Forward thinking mindset with strong interest in applying technology, data, and AI-enabled tools to improve financial analysis and decision making

Strong commercial judgment with the ability to assess vendor spend, evaluate requirements, and support contract and business case discussions with fact-based financial analysis

Able to bring structure to ambiguity, manage multiple priorities, and drive work forward in a fast-paced environment with strong attention to detail and follow-through

At least 6 years' relevant experience would generally be expected to find the skills required for this role

Qualifications

At least 6 years' relevant experience would generally be expected to find the skills required for this role

Skills

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

Proven ability to build trusted partnerships with business leaders, align priorities, challenge spend, and drive coordinated decisions across expense functions

Excellent communication and influence skills with the ability to synthesize complex information into clear, action-oriented messaging for executives and cross-functional stakeholders

Strong expense analytics and decision support skills with the ability to run deep dive analysis, identify key cost drivers, quantify tradeoffs, and translate analysis into clear recommendations for senior leaders

Forward thinking mindset with strong interest in applying technology, data, and AI-enabled tools to improve financial analysis and decision making

Strong commercial judgment with the ability to assess vendor spend, evaluate requirements, and support contract and business case discussions with fact-based financial analysis

Able to bring structure to ambiguity, manage multiple priorities, and drive work forward in a fast-paced environment with strong attention to detail and follow-through

Benefits

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.

Pay

Expected base pay rates for the role will be between $90,000 and $155,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Schedule

Not specified