Morgan Stanley

Technology Financial Coordinator

Morgan Stanley

full-time

Posted on:

Location Type: Hybrid

Location: Montreal • Canada

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About the role

  • Support Financial management, control and analysis of respective business managers
  • Provide Financial analysis and spend management for Funding Requests (FR)
  • Initiate Financial management oversight and co-ordination of capital provisioning
  • Gather documentation, analysis, budget confirmation in collaboration with Project Managers, Sourcing Managers, Business Managers and IT Finance to handle FR execution and approval for Consulting, Software and Telecommunication services
  • Reconcile project related financials across the project portfolio including derivation of rates, monitoring actuals vs budget and determining project related corrective action where necessary
  • Execute monthly accrual analysis on regular and aging items, provide invoice approvals where necessary
  • Provide support to department managers for communication of technology agenda
  • Carry out tasks related to the job in accordance with the instructions of the supervisor
  • Improve current processes around Financial analysis and tracking tasks

Requirements

  • 3+ Years working experience in a similar position in financial services
  • Excellent working knowledge of MS Office, Excel and PowerPoint
  • Strong analytical skills
  • Strong communication / interpersonal skills to be able to interact at all levels & be effective as part of a broader team of business managers
  • Accuracy and attention to details
  • Organizational skills - work with a vast array of information from solicitation to analysis and to cope with rapidly changing information
  • Ability to manage multiple tasks as well as multiple clients, occasionally under pressure
  • Experience in working in financial services / project management / technology is a plus
  • Project management or Reporting background is a plus
  • Experience with AI and/or automating manual processes is a plus
Benefits
  • Flexible working arrangements (core hours and opportunity to work from home)
  • Enriching challenges that provide opportunity for constant learning and advancement
  • An environment which is leveraging technology to its highest potential
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial analysisspend managementbudget confirmationaccrual analysisinvoice approvalsproject financial reconciliationcapital provisioningdata analysisprocess improvementautomation
Soft Skills
analytical skillscommunication skillsinterpersonal skillsorganizational skillsattention to detailability to manage multiple tasksteam collaborationadaptabilityproblem-solvingtime management