Job Description
Employment Type
Full time
Job Level
Vice President
Posted Date
Apr 08, 2026
Department Profile:
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 firm wide risk management and risk reduction. This division maintains relationships with Morgan Stanley's various industry and government regulators and 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.
Team Profile:
The WM Operations FP&A team oversees comprehensive expense management for its partner organization as a part of the wider Infrastructure FP&A department. The team also performs a wide variety of analyses and forecasting exercises as required for Operations, Finance, and the Wealth business unit.
What you’ll be doing:
Produce and deliver monthly and quarterly Financial Control and Management reports for various Wealth Management Operations sub-departments.
Analyze and understand the drivers of variances between monthly and year-to-date actuals versus budget and forecasts.
Provide advice to internal clients on the implications of spend profile, business trends, issues and firm strategy.
Understand the implications of and actively participate in the budgeting and forecasting process.
Maintain and further develop of existing reporting portfolio, provide support to senior management team on an ad-hoc basis.
Manage the hiring pipeline to ensure adherence to budget and firm commitments.
Manage the new and existing vendor engagement process with an eye towards ensuring expense discipline.
Liaise with multiple departments (Operations, Finance, HR, Corporate Services) to resolve issues.
Analyze and automate reporting and planning processes and identify and implement improvements.
Work collaboratively with global counterparts, present organization-specific financial analysis to outside stakeholders.
Develop and mentor junior resources on the team.
What you'll bring to the role:
Bachelor's degree in a Finance, Accounting, or Information Technology-related field is preferred with 10+ years of experience in financial services Banking Operations, Finance, Accounting or Project management.
Understanding of basic accounting concepts.
Understanding of differing expense types and their variability, seasonality, and influenceability.
A proactive nature with the determination to see tasks through from beginning to end.
Excellent verbal and written communication skills; general ability to express clearly and concisely ideas and concepts in written and oral form.
Excellent communication and interpersonal skills for interaction with local and global teams.
Well-developed analytical capabilities, including ability to summarize complex business problems and detailed analysis with clarity and brevity.
The ability to work in a fast-paced, high-energy level environment & Advanced knowledge of Microsoft Office products.
The ability to mentor junior talent.
At Morgan Stanley Montreal, we support the Firm’s global businesses and infrastructure with cutting edge technology and innovation. The multi-faceted and highly technical Montreal team plays a critical role in building and maintaining our leading technology platform, including electronic trading, algorithm trading, cloud engineering, infrastructure, cybersecurity and AI/ML. Morgan Stanley has been rooted in the Montreal community since 2008 and is considered a leading employer among the area’s highly skilled technology talent. There’s ample opportunity to move across the businesses for those who show passion and grit in their work.
All our positions are located in Montreal, Quebec. We offer a hybrid work environment, combining remote work and attendance in the office.
Knowledge of French and English is required.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 8+ 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.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.
Full time
Job Level
Vice President
Posted Date
Apr 08, 2026
Department Profile:
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 firm wide risk management and risk reduction. This division maintains relationships with Morgan Stanley's various industry and government regulators and 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.
Team Profile:
The WM Operations FP&A team oversees comprehensive expense management for its partner organization as a part of the wider Infrastructure FP&A department. The team also performs a wide variety of analyses and forecasting exercises as required for Operations, Finance, and the Wealth business unit.
What you’ll be doing:
Produce and deliver monthly and quarterly Financial Control and Management reports for various Wealth Management Operations sub-departments.
Analyze and understand the drivers of variances between monthly and year-to-date actuals versus budget and forecasts.
Provide advice to internal clients on the implications of spend profile, business trends, issues and firm strategy.
Understand the implications of and actively participate in the budgeting and forecasting process.
Maintain and further develop of existing reporting portfolio, provide support to senior management team on an ad-hoc basis.
Manage the hiring pipeline to ensure adherence to budget and firm commitments.
Manage the new and existing vendor engagement process with an eye towards ensuring expense discipline.
Liaise with multiple departments (Operations, Finance, HR, Corporate Services) to resolve issues.
Analyze and automate reporting and planning processes and identify and implement improvements.
Work collaboratively with global counterparts, present organization-specific financial analysis to outside stakeholders.
Develop and mentor junior resources on the team.
What you'll bring to the role:
Bachelor's degree in a Finance, Accounting, or Information Technology-related field is preferred with 10+ years of experience in financial services Banking Operations, Finance, Accounting or Project management.
Understanding of basic accounting concepts.
Understanding of differing expense types and their variability, seasonality, and influenceability.
A proactive nature with the determination to see tasks through from beginning to end.
Excellent verbal and written communication skills; general ability to express clearly and concisely ideas and concepts in written and oral form.
Excellent communication and interpersonal skills for interaction with local and global teams.
Well-developed analytical capabilities, including ability to summarize complex business problems and detailed analysis with clarity and brevity.
The ability to work in a fast-paced, high-energy level environment & Advanced knowledge of Microsoft Office products.
The ability to mentor junior talent.
At Morgan Stanley Montreal, we support the Firm’s global businesses and infrastructure with cutting edge technology and innovation. The multi-faceted and highly technical Montreal team plays a critical role in building and maintaining our leading technology platform, including electronic trading, algorithm trading, cloud engineering, infrastructure, cybersecurity and AI/ML. Morgan Stanley has been rooted in the Montreal community since 2008 and is considered a leading employer among the area’s highly skilled technology talent. There’s ample opportunity to move across the businesses for those who show passion and grit in their work.
All our positions are located in Montreal, Quebec. We offer a hybrid work environment, combining remote work and attendance in the office.
Knowledge of French and English is required.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 8+ 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.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.
💡 Quick Summary
Seeking a career-building opportunity? The Financial Planning & Analysis, Lead (Hybrid) position is now open for candidates interested in the Bank Jobs sector. This role in Montréal offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
