Morgan Stanley

Technology Finance, Business Manager

Morgan Stanley

full-time

Posted on:

Location Type: Hybrid

Location: Montreal • Canada

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Job Level

SeniorLead

About 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
  • Design, enhance, and maintain cost allocation methodologies across infrastructure and technology domains to ensure transparency and fairness in cost distribution.
  • Develop and implement scenario‑modeling capabilities that support strategic investment planning, funding decisions, and cost‑recovery strategies.
  • Lead budgeting, forecasting, and financial planning processes in partnership with Infrastructure FP&A and key Technology stakeholders.
  • Represent the Cost Transparency function in governance forums (e.g., TIG/SIG, Technology Governance Committee), providing insights that shape strategic decision‑making.
  • Oversee monthly financial performance reporting, including budget vs. actuals, estimates, and technology expense targets, ensuring accuracy and actionable insights.
  • Serve as a trusted advisor to the Tech COO, Business Managers, and Finance partners, providing guidance on cost drivers, recovery mechanisms, and financial implications.
  • Drive automation, standardization, and data‑quality improvements to reduce manual effort and strengthen the integrity of cost transparency reporting.
  • Establish reporting frameworks that elevate visibility of shared technology costs and enable granular budget accountability and benefits realization across business units.

Requirements

  • At least 6 years 8+ years of experience in financial planning, cost modeling, or technology business management
  • Bachelor’s degree in Finance, Accounting, Economics or a related field; CPA or CFA designation preferred
  • Knowledge of French and English is required
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Remote work options
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningcost modelingbudgetingforecastingscenario modelingcost allocation methodologiesdata quality improvementsfinancial performance reportingcost transparency reportingstrategic investment planning
Soft Skills
collaborationleadershipaccountabilitycommunicationrisk identificationadvisory skillsstrategic decision-makingautomationstandardizationculture carrier
Certifications
Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in EconomicsCPACFA