Senior Consulting Manager, Financial Reporting Solutions (VP level)

Morgan Stanley•Alpharetta, GA

7d•$100,000 - $140,000

About The Position

Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions designed to enhance employee financial confidence, foster loyalty, and assist corporate clients in attracting and retaining top talent. Their offerings encompass Equity, Financial Wellness, and Retirement Solutions, along with Financial Empowerment resources for all employees. The culture at Morgan Stanley at Work emphasizes learning, achievement, and growth, encouraging employees to thrive both personally and professionally. They are committed to exceeding client expectations, embracing new challenges, and fostering a sense of belonging where diverse ideas are heard and valued. The U.S. Public Equity Solutions team manages client engagements, onboarding, and service for corporate clients' equity administration plans. The Financial Reporting Solutions Practice, within Morgan Stanley at Work, focuses on providing expertise in equity compensation expensing and financial reporting. The Senior Consulting Manager in this practice acts as a subject matter expert, assisting clients with utilizing tools like Equity Edge Online (EEO) or Shareworks for their expensing and financial reporting needs. This role involves interpreting client requirements, troubleshooting issues, providing customer service, training clients and internal partners, and potentially presenting at conferences and client meetings.

Requirements

Bachelor’s degree in Accounting, Finance, or business-related field is required
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 a strong aptitude for understanding and responding to client needs with innovative solutions based on knowledge of businesses, products, services and external factors (e.g., regulatory, economic, and industry trends)
Effective in training and developing other team members in complex reporting solutions
Proven technical, client engagement, and project leadership skills
Keen focus on client satisfaction, striving to meet and exceed the expectations of clients while building strong relationships and developing guidelines to improve client interactions
Strong organizational skills with the ability to multi-task across multiple assignments
Excellent verbal and written communication skills in a variety of client settings, articulately answering client questions and requests
Strong leadership skills, supporting other consultants by leading by example and creating an inclusive team environment
Proven ability to influence cross-functional teams without formal authority
Ability to proactively identify potential risks and issues along with solutions, independently engaging resources to problem solve
Displays a continuous improvement approach and encourages others to do the same
Self-directed and results oriented by setting clear and realistic goals to address client needs and exceed service delivery expectations
Strong technical understanding of equity compensation (ASC 718) accounting and reporting requirements
Knowledgeable about equity-related accounting, tax, and legal concepts, both domestic and international in scope
Strong teamwork skills with the ability to problem solve, learn quickly, share knowledge, and adapt to changing priorities
Enthusiastic and creative individual who is comfortable with rapidly engaging in new client environments and seeking new and more effective methods to communicate with clients
Knowledgeable on Shareworks, Equity Edge Online and/or other stock plan administration systems
Experienced with complex share and expense reconciliations and analysis of differences
Ability and willingness to travel up to 10%

Nice To Haves

Master’s degree as a plus
CPA preferred

Responsibilities

Provides a clear, compelling and articulate explanation of our financial reporting value proposition to prospective and/or existing clients
Develops and maintains strong working relationships with key business decision makers
Develops key industry contacts that will assist in building effective relationships and support the close of sales or strengthen existing client relationships
Helps identify services to meet client needs, define methodologies and best practices to deliver those services, and participate in industry events as a subject matter expert
Identifies and document FAQs and solutions for financial reporting topics and best practices
Creates materials and conduct internal training to expand Shareworks and EEO financial reporting knowledge
Assists with external documentation and training efforts to enhance client’s reporting experience
Researches, reconciles and resolves reporting issues submitted by clients