Wealth Management Finance Product Controller - Director

Finance is responsible for overseeing the accounting and financial and regulatory reporting for the Firm. They prepare external financial reports for public filings and regulators. For internal reporting Finance, 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. Finance is comprised of Business Unit Controllers, Infrastructure Controllers, Accounting, Regulatory and Reporting groups, and Valuation Review.

Team Profile:

The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance protects the Morgan Stanley franchise by serving as guardian of the Firm's books and records, and by contributing to firm wide risk management and risk reduction. This division maintains relationships with Morgan Stanley's various industry and government regulators, and also serves as the conduit of financial information to the outside investment community. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior management team.

Finance is responsible for overseeing the accounting and financial and regulatory reporting for the Firm. They prepare external financial reports for public filings and regulators. For internal reporting Finance, 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. Finance is comprised of Product Controllers, Business Unit Controllers, Infrastructure Controllers, Accounting, Regulatory and Reporting groups, and Valuation Review.

What you'll do in the role:

• Manage various accruals and billing revenue reconciliations.
• Reconcile transactional revenues by client and prepare / review journal entries.
• Prepare and review reconciliations to ensure accuracy and completeness and identify adjustments needed prior to month-end close.
• Monthly revenue reporting preparation and review.
• Review and attest on P&L and balance sheet balances - documenting issues, breaks and resolution of issues.
• Support with automation, process improvements and new product initiatives.
• Ad hoc analysis and support as required for Business Units.

What you'll bring to the role:

• Bachelor's degree with focus on Accounting, Commerce or Corporate Finance with 5+ years of work experience.
• Demonstrated ability to prioritize and manage multiple deliverables, manage expectations and complete deliverables in a timely manner with exceptional attention to detail.
• Results-oriented with capacity and desire to work at strategic level.
• Strong analytical and interpersonal skills.
• Ability to communicate effectively, both written and verbal.
• Technical skills, including proficiency in Microsoft Excel.

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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.