ANNAMARIA GARANCSI
New York,NY
Summary
Accomplished Finance Director with a solid foundation in financial forecasting and analysis at Morgan Stanley. Skilled in elevating data analysis proficiency, consistently creating presentations that focus on essential trends to support strategic decisions and trading strategies.
Overview
9
9
years of professional experience
Work History
Finance Director
Morgan Stanley
New York, USA
01.2024 - Current
- Maintain control over data quality for North American exchange and regulatory fees
- Leading business unit partnership, knowledge sharing on expense structures and ad-hoc reporting providing resources
- Deliver financial reporting presentations with commentary on results of brokerage, clearing and exchange fees to senior management groups
- Ownership of project work to onboard new types of fee calculations
- Analyze market trends to guide investment decisions and portfolio management.
- Develop and implement annual financial plans and budgets.
- Lead financial forecasting efforts to support strategic planning and resource allocation.
Finance Associate
Morgan Stanley
New York, USA
10.2023 - 01.2024
- Maintain control over data quality for North American exchange and regulatory fees
- Responsible for building out new clearing fee calculation
- Analyzed financial data to support investment strategies and client recommendations.
- Collaborated with teams to prepare comprehensive reports for management review.
- Provided training and mentorship to junior staff on financial processes and tools.
Finance Associate
Morgan Stanley
Budapest, Hungary
02.2020 - 10.2023
- Responsible for the calculation of exchange fees and regulatory and clearing fees for Equities in North America.
- Maintain a strong control environment to ensure timely and accurate data is available for the month-end GL entries, management reporting processes and client billing
- Respond to ad-hoc reporting requests from Business Units to support decision making and advise on client requests
- Liaise with Technology Teams for better reporting processes and process automation
Reporting Analyst
Titan Publishing Group
London, United Kingdom
01.2019 - 10.2019
- Ran monthly global reporting for royalties and performance results across 400 clients.
- Built a system for Accounts Receivable tracking and reporting.
- Regular presentation to senior management, editorial teams and sales to review monthly performance results.
Finance Intern
WPP Mindshare
London, United Kingdom
03.2018 - 07.2018
- Delivery of payment-runs, bank recs, for company's largest clients: Nike, Unilever, Dyson
- Reviewed the above clients' contracts on matters related to GDPR onboarding
Senior Barista
Taylor St Baristas
London, United Kingdom
11.2016 - 12.2017
- Demonstrated a thorough understanding of the coffee supply chain, including cost and process efficiencies.
- Actively involved in the training and supervision of new staff.
Education
Executive MBA -
COLUMBIA BUSINESS SCHOOL
05-2026
ACCA -
11.2025
BSC (HONS) - Business Studies with specialism in Finance
BAYES BUSINESS SCHOOL, CITY UNIVERSITY LONDON
12.2016
Skills
- Financial product knowledge
- Stakeholder communication
- Team collaboration
- Attention to detail
- SAP BusinessObjects proficiency
- Problem-solving abilities
- Microsoft Office expertise
Languages
English
Native/ Bilingual
Hungarian
Native/ Bilingual
French
Limited
Spanish
Limited
Affiliations
Cycle for the Cause 2025
Timeline
Finance Director
Morgan Stanley
01.2024 - Current
Finance Associate
Morgan Stanley
10.2023 - 01.2024
Finance Associate
Morgan Stanley
02.2020 - 10.2023
Reporting Analyst
Titan Publishing Group
01.2019 - 10.2019
Finance Intern
WPP Mindshare
03.2018 - 07.2018
Senior Barista
Taylor St Baristas
11.2016 - 12.2017
Executive MBA -
COLUMBIA BUSINESS SCHOOL
ACCA -
BSC (HONS) - Business Studies with specialism in Finance
BAYES BUSINESS SCHOOL, CITY UNIVERSITY LONDON