Job Summary

Were seeking someone to join our team as an Expense Analyst to support expense tracking, financial reporting, invoice operations, and data management within Corporate Services. The role will help maintain accurate reporting, support financial reconciliations, and use automation tools to improve the efficiency and scalability of expense-management processes.

In the Corporate Services division, we empower our businesses by creating collaborative workplace solutions and commercial services that enhance the employee and client experience, while optimizing the value of our sourcing and third-party lifecycle to enable the Firm to do-and-win business. This is an Associate level position within the Business Unit Management, which performs business management/CAO functions such as headcount management, financials, people processes, executive communications, and strategic support.

What youll do in the role:

- Support daily expense tracking, reporting, and ad hoc analysis, maintaining accuracy and consistency across tools and trackers.
- Assist with financial reconciliations, including analysis of actual expenses against forecasts
- Support the invoice lifecycle, including review, validation, payment submission, aging monitoring, and discrepancy resolution
- Maintain vendor-spend and invoice-status trackers, escalating delays, errors,



or risks affecting payment and reporting
- Use Copilot, Excel automation, and other AI tools to streamline reporting, clean and classify data, identify trends, and generate spend insights
- Maintain and improve trackers, templates, workflows, datasets, and process documentation to strengthen efficiency, data quality, and handoffs

What youll bring to the role:

- Bachelors degree
- 2+ years of experience in finance, operations, or business management
- Experience working with data, reporting, or invoices
- Strong Excel skills, including data manipulation, basic formulas, and tracking
- Robust attention to detail and organizational skills, with the ability to work in a fast-paced, execution-focused environment
- Exposure to expense management, procurement, invoice processing, large datasets, or financial systems is preferred
- Experience with AI or automation tools, including Copilot, Excel functions, or basic Power BI capabilities, is preferred
- Experience working with global teams or stakeholders is preferred.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Expense Management and Governance, Associate (Mumbai)
🏢 Morgan Stanley
📍 Mumbai