Liquidity, Investments, and Funding Control Group - LIFC Reporting team, Vice President

Morgan Stanley•New York, NY

About The Position

The Liquidity, Investments, and Funding Control Group (LIFC) within the Finance Division is responsible for overseeing the accounting and financial reporting for the Firm, primarily as it relates to the Firm's funding products and liquidity investments. The LIFC Reporting team is responsible for all periodic reporting of the Firm's P&L on funding and liquidity products directed by Corporate Treasury. The team works closely with senior management of the Firm (CFO, heads of businesses and COOs), Corporate Treasury, business unit controllers, the Firm's Risk Department, IT, and other groups to structure and produce analytics around the market and Firm-specific drivers behind funding and investments P&L. As a member of the team, the individual will play a leading role in reporting and controls for Treasury cost allocations and funds transfer pricing with a significant focus on providing analytics and insights to senior management across Finance, the Business Units and Firm Management. The role will also offer the opportunity to play a key role in the strategic automation of processes over the next few years. This is a high-visibility position that will receive a lot of exposure to the Firm's senior management. This is a Vice President level position within the Corporate Controllers, Reporting & Accounting job family which is responsible for the accuracy and control of the Firm’s books and records to produce the consolidated firm, segment and legal entities financial statements. The group owns the Firm’s financial reporting under US GAAP, International GAAP and the global regulatory regimes. Responsibilities include the development, management and oversight of financial accounting & reporting systems as well as database management. Includes capital and liquidity reporting and external reporting functions.

Requirements

Self-disciplined, resourceful, and self-starting
Excellent client skills; demonstrably able to effectively build relationships with a range of partners
Accurate and delivery focused with an eye for detail and design
Excellent reporting and presentation skills
Excellent verbal and written communication skills
Excellent quantitative and qualitative analysis skills
Ability to interact and present effectively with senior management
Strong team player able to prioritize in a fast-moving, high-pressure environment
Proficiency with Microsoft Office (strong Excel, PowerPoint skills)

Nice To Haves

Bachelor's degree in finance or accounting
7+ years of experience in the financial services industry, specifically in Finance Controller roles
Knowledge of securities markets, businesses and products offered by major financial institutions
Experience in Treasury products

Responsibilities

Oversight of the Treasury cost allocations process
Reporting and controls for funds transfer pricing
Responsible for timely response to various management requests
Presentation of periodic reporting to senior management
Development and enhancement of reporting including working with our Technology partners on the strategic automation of processes