Senior Consulting Manager, Financial Reporting Solutions (VP level)

Morgan Stanley•Alpharetta, GA

About The Position

The Senior Consulting Manager is part of the Financial Reporting Solutions Practice within Morgan Stanley at Work. This subject matter expert in equity compensation expensing and financial reporting serves as a dedicated resource to multiple clients, helping them use Equity Edge Online (EEO) or Shareworks for expensing and financial reporting needs. The role interprets client reporting and data requirements to determine how to achieve desired expensing outcomes in these systems, and troubleshoots issues to identify root causes. It has a substantial customer-service component, along with training clients and transferring knowledge of EEO, Shareworks, and equity compensation. The role also supports internal partners and may present at conferences, client meetings, and virtual presentations about equity compensation and Morgan Stanley at Work tools and services. The position does not provide accounting, tax, or legal advice. It reports to the Practice Leader for Financial Reporting Solutions. Travel of up to 10% is required.

Requirements

Bachelor’s degree in Accounting, Finance, or a business-related field.
At least 7 years of combined experience in public accounting, SEC reporting, FP&A, and/or equity compensation.
Experience in customer service and/or a client-facing role, with the ability to understand client needs and respond with solutions informed by business, product, service, regulatory, economic, and industry knowledge.
Ability to train and develop team members in complex reporting solutions.
Technical, client-engagement, and project-leadership skills.
Strong focus on client satisfaction, relationship building, and improving client-interaction guidelines.
Strong organizational skills and ability to manage multiple assignments.
Excellent verbal and written communication skills across varied client settings.
Leadership skills, including supporting consultants by example and fostering an inclusive team environment.
Ability to influence cross-functional teams without formal authority.
Ability to identify potential risks and issues, develop solutions, and independently engage resources to solve problems.
Continuous-improvement mindset.
Self-directed and results-oriented, with the ability to set clear, realistic goals and meet or exceed service-delivery expectations.
Strong technical understanding of equity compensation (ASC 718) accounting and reporting requirements.
Knowledge of equity-related accounting, tax, and legal concepts in domestic and international contexts.
Teamwork, problem-solving, quick learning, knowledge sharing, and adaptability to changing priorities.
Ability to engage effectively in new client environments and find effective ways to communicate with clients.
Knowledge of Shareworks, Equity Edge Online, and/or other stock plan administration systems.
Experience with complex share and expense reconciliations and analysis of differences.
Willingness and ability to travel up to 10%.
The role does not provide accounting, tax, or legal advice.

Nice To Haves

Master’s degree.
CPA.

Responsibilities

Explain the financial reporting value proposition clearly to prospective and existing clients.
Develop and maintain strong working relationships with key business decision makers.
Develop industry contacts to build effective relationships, support sales, and strengthen existing client relationships.
Identify services that meet client needs, define delivery methodologies and best practices, and participate in industry events as a subject matter expert.
Identify and document FAQs, solutions, and best practices for financial reporting topics.
Create materials and conduct internal training to expand Shareworks and EEO financial reporting knowledge.
Assist with external documentation and training to improve clients’ reporting experience.
Research, reconcile, and resolve reporting issues submitted by clients.
Train clients and transfer knowledge of EEO, Shareworks, and equity compensation.
Support internal partners and present at conferences, client meetings, and virtual presentations.