The opportunity timeline

• Overview

  Morgan Stanley is hiring a Financial Planning Manager in Glendale, CA.

• Role description

  Equal parts Tableau and skepticism, the ideal Financial Planning Manager keeps Morgan Stanley's books and its leaders honest. Reduce it to essentials and you have $145,000 - $207,000, a CA Financial Planning Manager seat, 8 years asked, and a clear climb ahead.

  Key Responsibilities

  • Keep capital-expenditure approvals flowing without losing the paper trail
  • Forecast tax payments precisely enough to avoid an underpayment penalty
  • Support the Financial Planning Manager in modeling pricing, margins, and unit economics
  • Administer the company expense policy and audit reimbursement claims
  • Turn a sprawling spreadsheet into a controlled, auditable workbook
  • Review contracts and invoices for accuracy before payment release
  • Build the $145,000 - $207,000 budget line and defend each assumption behind it

  What You'll Bring

  • The kind of listening that makes the other person feel heard
  • Sharp written and verbal communication, tested under scrutiny
  • The instinct to ask "what would change your mind?" before debating
  • Comfort defending a recommendation in front of skeptics
  • A CA work history, or strong reasons you'll thrive here anyway
  • Customer-focused outlook with strong interpersonal skills

  From a Glendale loft, Morgan Stanley has built a performance-driven reputation for solving finance problems others quietly gave up on. The fastest way to earn standing at Morgan Stanley is to make a teammate's hard problem disappear.

  We offer $145,000 - $207,000 and the things money cannot fake, real mentorship, lasting benefits, and flexibility you will actually use.

  Right now we are scheduling first-round calls for Glendale, CA-based candidates.

  We built this finance team on people who said yes, so say yes and apply.

• Required skills

  • Forecasting
  • Bank Reconciliation
  • SQL
  • Fixed Assets
  • Revenue Recognition
  • SAP
  • Tableau
  • Cross-Functional Collaboration
  • Multitasking
  • Facilitation

• Benefits & perks

  • Stock options
  • Employee stock purchase plan (ESPP)
  • Paid vacation days
  • Referral Bonuses
  • Paid bereavement leave
  • Global mobility program
  • Hybrid work schedule

• Apply before 2026-08-07

  Submit your application for this Hybrid finance position.