Associate, SEC Reporting

Morgan Stanley•New York, NY

2d•$85,000 - $115,000

About The Position

Morgan Stanley is hiring an Associate for its Corporate Financial Reporting team within the Finance Division. The team is responsible for the quarterly production, analysis, and SEC filing of the Firm’s consolidated financial reports on Forms 10-K and 10-Q. The position is part of the Corporate Controllers, Reporting & Accounting job family, which supports the accuracy and control of the Firm’s books and records and its financial reporting under U.S. GAAP, International GAAP, and global regulatory regimes. The Associate will compile and analyze financial and non-financial data, draft sections of the 10-K and 10-Q, coordinate with stakeholders across the Firm, and research accounting and disclosure requirements. The role also supports team priorities to improve reporting processes and stakeholder interactions, including identifying and testing AI and automation tools.

Requirements

Three to five years of experience.
Background in Accounting and/or the Financial Services industry, including knowledge of U.S. GAAP as it relates to disclosures and SEC reporting rules.
Analytical and critical-thinking skills, attention to detail, and the ability to turn financial information into clear insights.
Excellent organizational, presentation, and business-writing skills.
Strong interpersonal skills and the ability to build relationships and communicate effectively across functions and seniority levels.
Proficiency in Microsoft Excel and Word.

Nice To Haves

Public accounting background or experience in an SEC reporting role.
Knowledge of Workiva’s Wdesk reporting tool.
Knowledge of extensible business reporting language (XBRL).

Responsibilities

Compile and analyze detailed financial and non-financial data for the 10-K and 10-Q reports.
Author portions of the 10-K and 10-Q, including segment results, Liquidity and Capital Resources and Risk Management, and financial statement footnotes.
Coordinate with stakeholders across the Firm, including Treasury, Risk Management, Legal, and Finance, to obtain information and draft disclosures.
Interface with senior management to gather feedback and help ensure reports accurately reflect the Firm’s results and operating environment.
Research U.S. GAAP, SEC disclosure requirements, peer disclosures, and the Firm’s disclosure history to enhance and improve reporting.
Drive team priorities and continually improve process effectiveness and interactions with internal stakeholders.
Identify opportunities to use AI and automation tools to improve reporting processes, and test and adopt new technologies.