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Expense Strategy & Analytics - Director

Job in New York, New York County, New York, 10261, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-07-04
Job specializations:
  • Finance & Banking
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 90000 - 155000 USD Yearly USD 90000.00 155000.00 YEAR
Job Description & How to Apply Below
Location: New York

What you will do in the role:

  • 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
What you will bring to the role:
  • 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
  • Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks
  • 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
  • Ability 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 six years of relevant experience would generally be expected to find the skills required for this role
Compensation and Benefits

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

Equal

Employment Opportunity Statement

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, visit the equal‑employment‑opportunity website.

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