Technology Finance, Business Manager
Morgan Stanley
full-time
Posted on:
Location Type: Hybrid
Location: Montreal • Canada
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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
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