We are seeking someone to join our team as an Associate in the FP&A; team supporting Commercial Reporting & Analysis for Global Operations & Finance. This position offers an excellent opportunity to gain exposure to financial management, vendor expense oversight, budgeting, forecasting, and business partnering while working with stakeholders across multiple regions.

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 position within our Business Management Job Family which performs business management/CAO functions including headcount management, financials, people processes, executive communications, strategic support, divisional governance, regulatory support etc. Includes regional, location and department management and oversight.

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.

What you'll do in the role:

Collaborate with a varied group of colleagues in Finance and across the Firm

Responsible for and lead aspects of individual and team deliverables and projects, leveraging in-depth knowledge of Finance functional area, product and/or client segments

Adhere to the Firm's risk and regulatory standards, policies and controls; proactively identify ways to reduce risk in work

Act as a culture carrier; embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards

Invoice Processing & Vendor Management

Manage end-to-end invoice processing for multiple vendors across various business functions

Review and validate vendor invoices to ensure accuracy, completeness, and compliance with Firm policies

Prepare supporting documentation required for invoice approvals

Submit invoices through SMAART, Ariba, and other internal financial systems

Monitor invoice status and proactively track payments through to successful vendor settlement

Coordinate with Accounts Payable teams to resolve invoice-related queries and payment exceptions

Support vendor onboarding activities, including maintenance of existing vendor records and setup of new vendors

Prepare and maintain Transfer Funding Requests (TFRs), including tracking approvals and execution status

Perform monthly accrual calculations and maintain supporting schedules.

Conduct General Ledger (GL) reviews and reconciliations to ensure financial accuracy.

Partner with Financial Control Group on accounting and expense-related matters.





Prepare periodic financial reports and management packs for Operations leadership

Analyze expense trends, identify variances, and provide commentary explaining key drivers

Develop and maintain reporting models, dashboards, and tracking tools

Support ad-hoc financial analysis requests from business stakeholders and senior management

Collaborate with global Finance, Operations, Procurement, and Accounts Payable teams, engage with business leaders to provide financial insights and reporting support.

Ensure timely responses to stakeholder requests and follow-ups on financial matters

Build strong working relationships across multiple functions and regions

Identify opportunities to enhance reporting efficiency and improve financial processes

Support automation and process improvement initiatives where applicable

Maintain strong financial controls and ensure compliance with internal policies and governance requirements

Document and update process procedures and operational guidelines.

What you'll bring to the role:

Bachelor's degree in Finance, Accounting, Commerce, Economics, Business Administration, or a related discipline

3-6 years of relevant experience in Financial Planning & Analysis, Management Reporting, Accounts Payable, Financial Reporting, or Finance Operations

Advanced Microsoft Excel skills including Pivot Tables, Lookups, Data Analysis, and Financial Modelling

Strong PowerPoint skills with the ability to prepare presentations for senior management

Experience working with financial systems such as SAP, Ariba, Oracle,Hyperion, or similar platforms is advantageous

Strong understanding of financial reporting, accruals, General Ledger concepts, and expense management processes

Exceptional attention to detail and commitment to accuracy, robust analytical and problem-solving skills.

Ability to manage multiple priorities and work effectively under tight deadlines.

Excellent verbal and written communication skills

Strong organizational and time-management capabilities

Customer-focused mindset with the ability to build productive stakeholder relationships

Self-motivated, proactive, and highly accountable.

Ability to work independently while contributing effectively in a team environment

In-depth knowledge of Finance functional area,



product and/or client segment and technical skills, as well as of industry and competitive environment

Ability to operate independently with respect to most job responsibilities

Ability to provide positive and constructive feedback and innovate processes

Exposure to senior leadership within Global Operations and Finance.

Opportunity to work on budgeting, forecasting, financial planning, and strategic decision support activities

Collaborative and inclusive work environment with global stakeholder interaction

Professional growth and development opportunities within a leading global financial institution

Involvement in process improvement and automation initiatives that shape the future of finance operations

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

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.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

📌 Commercial Reporting , Associate, Finance Business Management (Mumbai)
🏢 Morgan Stanley
📍 Mumbai