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External Reporting, Corporate Controllers, Reporting & Accounting
About the role
We’re seeking someone to join our External Reporting team. In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm’s financial and capital resources. This is a Director level position within the Corporate Controllers, Reporting & Accounting team. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What you’ll do in the role: Collaborate with a varied group of colleagues in Finance and across the Firm. Responsible for and lead aspects of individual and team deliverables and projects, leveraging in-depth knowledge of Finance functional area, product and/or client segments. Adhere to the Firm’s risk and regulatory standards, policies and controls; proactively identify ways to reduce risk in work. Act as a culture carrier; embody and set an example of the Firm’s values and hold yourself and others accountable to Firm standards. 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 do
- Collaborate with a varied group of colleagues in Finance and across the Firm.
- Responsible for and lead aspects of individual and team deliverables and projects, leveraging in-depth knowledge of Finance functional area, product and/or client segments.
- 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.
What you’ll bring
- In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment.
- 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.
Nice to have
- 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.