Wealth Management Finance - AVP (Capital Markets)

Morgan Stanley•Purchase, NY

3d•$100,000 - $135,000•Hybrid

About The Position

We're seeking someone to join our Wealth Management CFO Support team as a Director in Finance to support the Capital Markets. The candidate will assist in enhancing current processes and reporting along with supporting ongoing or new finance initiatives. This role primarily supports the Wealth Management Capital Markets products. It will involve interacting with Capital Markets business leads and subject matter experts to provide product KPIs, ad hoc analysis to identify growth opportunities, collaborating on new product initiatives, and business strategy formulation. 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 Product Controllers Job Family which specializes in ensuring adequacy of controls, profit and loss and balance sheet reporting and reconciliations for a segment / business / product area, as well as management reporting across business segments or cross-functional end-to-end product oversight. 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. Roles requires at least 1 day in Purchase, NY location

Requirements

Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
Ability to provide positive and constructive feedback and acknowledge efforts of team members
Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks
Preferred undergraduate degree in accounting with 3-5 years of relevant finance and accounting experience
Advanced Tableau knowledge, Basic SQL
Knowledge of Dataiku / Snowflake Databases
Experience with SAP general ledger software a plus / Oracle Business Objects / TM1
Experience with financial planning, advanced data analysis, and modelling
Desired strong communication (verbal and written), organizational, and analytical skills
Ability to communicate effectively and persuasively with members of the senior management team and others within the Company

Nice To Haves

Experience with SAP general ledger software a plus

Responsibilities

Collaborate with a varied group of colleagues in Finance and across the Firm
Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products
Adhere to the Firm's risk and regulatory standards, policies and controls
Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards
Provide comprehensive reporting and analysis coverage - analyzing revenues, assets, sales, expenses and other financial metrics, that includes delivery of comprehensive quarterly due diligence materials to senior management ahead of earnings release.
Oversee financial statement production and analysis.
Produce, maintain and automate detailed analyses on the full swath of financial metrics that are relevant to Wealth Management (WM) Capital Markets and Firm initiatives.
Leverage financial data platforms (Dataiku, Snowflake, Tableau, IBM Planning Analytics TM1) to develop and enhance analytics which includes production, maintenance, and enhancements of dashboards. Summarize results to give easily understandable explanations for complex problems (both on standard and ad-hoc basis).
Build and run models for forecasting/budgeting and meet with business partners to review numbers periodically and discuss initiatives
Run business models for the quarterly and annual stress testing and discuss results with senior management
Partnership with various groups across the firm as it relates to projects, financial close and controls (Financial Control Group, Operations, Corporate FP&A, Strategy and Data Analytics).