Associate / Director - External Reporting (Finance)

Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on...

What you'll do in the role:

The Financial Control Group (FCG) is responsible for overseeing the accounting and financial reporting for the firm. FCG prepares external financial reports for public filings and regulators. For internal reporting, FCG, along with Financial Planning and Analysis (FPA), summarizes, plans and forecasts the organization's financial position, including income statements, balance sheets, and analyses of future revenues, expenses and earnings. FCG is comprised of Business Unit Controllers, Infrastructure Controllers, Accounting, Regulatory and Reporting groups, and Valuation Review.
• Provide leadership, guidance, and monitor resources to meet the following objectives:
• Prepare, review and submit external reports on a monthly and quarterly basis
• Conduct in-depth analysis of variances, incorporating the understanding of accounting issues, economic events and their impact
• Assist in driving process efficiencies and continuous process improvement efforts to strengthen controls
• Execute report pre-submission checks, implement control procedures, and review regulatory reporting requirements
• Maintain a consolidated list of adjustment details by report and participate in data quality improvement projects to strengthen controls, improve report accuracy and reduce manual adjustments
• Participate in other special projects and ad-hoc requests as needed
• Execute key reporting controls (cross filing reconciliations, variance analysis)
• Prepare and store control evidence for the centralized report population
• Prepare due diligence review decks and participate in reviews with key stakeholders
• Review and update relevant policies and procedures
• Participate in Regulatory exams, internal audits and address inquiries as required
• Continually monitor developments in regulatory rule/reporting changes and support implementation of updated reporting requirements
• Execute ad-hoc projects to support reporting automation initiatives and regulatory reporting changes

What you'll bring to the role:

Skills Required:
• experience in regulatory reporting production, review and submission
• Demonstrated experience in regulatory reporting production, review and submission
• Strong relevant U.S. regulatory reporting knowledge
• Strong communication skills - clear, concise, and appropriate method of delivery
• Demonstrated experience in using regulatory and financial reporting systems such as Regulus and Axiom
• Strong team player, with ability to manage deliverables on tight deadlines
• Ability to meet critical deadlines, as well as tracking and driving execution
• Flexibility to change priorities as new situations present themselves
• Risk awareness and good guardianship skills
• Collaborative team player with a strong work ethic that works effectively in cross-functional team environment

Qualifications Desired:
• Chartered Accountant S
• Preferred finance experience in the financial services industry (regulatory reporting, financial and product control, liquidity, treasury)
• Regulatory and compliance knowledge with financial background and risk management is a plus
• Big 4 accounting experience preferable

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.

We're committed to bringing passion and customer focus to the business.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.