Morgan Stanley India | Expense Management and Governance, Associate, Business Unit Management

What you'll do in the role

• We're seeking someone to join our team as an Expense Analyst to support expense tracking, financial reporting, invoice operations, and data management within Corporate Services.
• The role will help maintain accurate reporting, support financial reconciliations, and use automation tools to improve the efficiency and scalability of expense-management processes.
• Support daily expense tracking, reporting, and ad hoc analysis, maintaining accuracy and consistency across tools and trackers.
• Assist with financial reconciliations, including analysis of actual expenses against forecasts.
• Support the invoice lifecycle, including review, validation, payment submission, aging monitoring, and discrepancy resolution.
• Maintain vendor-spend and invoice-status trackers, escalating delays, errors, or risks affecting payment and reporting.
• Maintain and improve trackers, templates, workflows, datasets, and process documentation to strengthen efficiency, data quality, and handoffs.
• Use Copilot, Excel automation, and other AI tools to streamline reporting, clean and classify data, identify trends, and generate spend insights

What you'll bring to the role

• Experience working with data, reporting, or invoices.
• Strong Excel skills, including data manipulation, basic formulas, and tracking.
• Strong attention to detail and organizational skills, with the ability to work in a fast-paced, execution-focused environment.
• Exposure to expense management, procurement, invoice processing, large datasets, or financial systems is preferred.
• Experience with AI or automation tools, including Copilot, Excel functions, or basic Power BI capabilities, is preferred.
• Experience working with global teams or stakeholders is preferred.

Morgan Stanley

Morgan Stanley is a global financial services firm founded in New York in 1935, known for investment banking, sales and trading, wealth management and investment management.

Its teams in India support the firm's global businesses. For chartered accountants this means corporate controllers, external reporting, regulatory reporting, tax and risk roles.

• Industry: Investment banking, wealth and investment management
• Headquarters: New York, USA
• In India: Teams in Mumbai and Bengaluru supporting global businesses