Senior Consulting Manager, Financial Reporting Solutions (VP level)
About The Position
The Senior Consulting Manager is part of the Financial Reporting Solutions Practice within Morgan Stanley at Work. The role is a subject matter expert in equity compensation expensing and financial reporting and reports to the Practice Leader for Financial Reporting Solutions. The position does not provide accounting, tax, or legal advice. The manager serves as a dedicated resource to multiple clients, helping them use Equity Edge Online (EEO) or Shareworks for expensing and financial reporting. The role interprets client reporting and data requirements, determines how to meet expensing needs in those systems, and troubleshoots reporting issues to identify root causes. Customer service is a major 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 sessions on equity compensation and Morgan Stanley at Work tools and services.
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.
- Customer service and/or client-facing experience, with the ability to understand client needs and develop solutions based on business, product, service, regulatory, economic, and industry knowledge.
- Experience training and developing team members in complex reporting solutions.
- Technical, client engagement, and project leadership skills.
- Strong focus on client satisfaction, relationship building, and improving client interactions.
- Strong organizational skills and ability to manage multiple assignments.
- Excellent verbal and written communication skills in a variety of 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 resolve problems.
- Continuous-improvement mindset.
- Self-directed and results-oriented, with the ability to set clear, realistic goals and meet client service expectations.
- Strong technical understanding of equity compensation (ASC 718) accounting and reporting requirements.
- Knowledge of domestic and international equity-related accounting, tax, and legal concepts.
- Strong teamwork, problem-solving, learning, knowledge-sharing, and adaptability skills.
- Comfort adapting quickly to new client environments and finding 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.
- Ability and willingness to travel up to 10%.
Nice To Haves
- Master’s degree.
- CPA.
Responsibilities
- Explain the financial reporting value proposition clearly and compellingly to prospective and existing clients.
- Develop and maintain strong relationships with key business decision makers.
- Develop industry contacts that support effective relationships, sales, and existing client relationships.
- Help identify services that meet client needs, define methodologies and best practices for delivering them, 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 about EEO, Shareworks, and equity compensation.
- Support internal partners and present at conferences, client meetings, and virtual presentations.
Benefits
- Employee benefits and perks described as among the most attractive and comprehensive in the industry.
- Employee and family support throughout the work-life journey.
- Opportunities to move within the business.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
