Hybrid Technology Finance, Business Manager

at Morgan Stanley

• Job title: Technology Finance, Business Manager
• Job type: Full Time
• Experience level: Senior, Lead
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Montreal, Canada

About the role

• Technology Finance Business Manager at Morgan Stanley driving financial transparency and strategic decision-making. Collaborating with Finance colleagues to lead budgeting, forecasting, and reporting processes.

Responsibilities

• 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