VP, Financial Management and Reporting

Morgan Stanley • Baltimore, MD

1d • Hybrid

About The Position

The VP, Financial Management and Reporting partners with LCD leaders and Finance to support financial oversight, reporting, and governance. The role helps promote expense discipline, consistent allocation approaches, and effective controls across funding and headcount tracking by coordinating inputs, validating outputs, and facilitating timely communication. Working closely with Finance, allocation teams, and cost insight teams, this position helps identify and escalate risks in postings and allocations, and contributes to forecasting and budgeting cycles. The position champions the Firm's culture and values through inclusive collaboration and practical support to stakeholders and junior team members.

Requirements

• Extensive experience in financial management, reporting, and control environments (expense management, allocations, and/or management reporting)
• Demonstrated ability to operate with strong governance, risk awareness, and audit readiness mindset
• Strong analytical skills with experience interpreting variances, identifying root causes, and communicating insights clearly
• Proven track record of cross-functional partnership with Finance and operational teams, including influencing without direct authority
• High attention to detail and accountability for data quality and process outcomes
• Experience with allocation methodologies and divisional cost attribution practices
• Experience with headcount/funding tracking tools and organizational hierarchy maintenance
• Experience supporting global teams and/or shared service partners
• Ability to build strong working relationships across the division and Finance to drive shared accountability for financial outcomes
• Exposure to SLA governance and partnership with cost insight/management reporting teams
• Bachelor's Degree
• 8+ years of experience in multiple functions (preferably financial services related processes)
• Advanced EXCEL, data analytics skills, financial reporting and analysis experience is a MUST.
• Demonstrated proficiency in MS Office Suite (Advanced Excel, PowerPoint, Visio, SharePoint, Word) and working knowledge of Tableau, Power Query, and other data analysis tools to support reporting and decision making.
• Comfortable working with technology, with strong proficiency in technical systems and applications.
• Excellent verbal and written communication skills and the ability to interact with senior managers as well as subject matter experts.
• Interpersonal skills to influence and spur change, facilitate, and enhance performance within a cross - functional environment also with third party partners. Managing client relationships and working as part of a geographically dispersed team.
• Demonstrate decisiveness in resolving business problems, making decisions, and identifying priorities.
• Must be very organized and have a high level of attention to detail.
• Successfully meet established deadline requirements - display efficient time management skills.
• Self-motivated, strong sense of ownership, accountability & ability to multitask.
• Proven proficiency in problem resolution and demonstrates initiative/self-starter.
• Be a strong agent for change. Facilitate new processes and standards that could impact working environment / culture.

Nice To Haves

• MBA will be an added advantage

Responsibilities

• Partner with stakeholders to monitor divisional expenses against company targets; help surface drivers, trends, and exceptions
• Support financial systems and processes used to track funding and headcount by coordinating updates, reconciling inputs, and helping ensure data integrity as organizational structures change
• Contribute to peak-cycle deliverables (forecasting, budgeting) by coordinating inputs, supporting analysis, and helping manage stakeholder communications
• Coordinate with the allocation team on divisional allocation activities, including supporting methodology governance, assisting with validation of results, and facilitating changes with partners
• Support audit readiness by helping keep documentation, controls, and evidence current; partner with the allocation team on compliance and audit deliverables.
• Help identify, communicate, and mitigate risks related to expense postings and allocations by coordinating investigation, tracking actions, and escalating issues when appropriate
• Partner with cost insight teams to help align service-level agreements (SLAs) and reporting outputs with business requirements and allocation approaches
• Assist with Travel & Entertainment (T&E) and other controllable expense reviews and approvals by helping confirm compliance with policy and coordinating follow-ups and escalations, as needed
• Provide guidance and practical support to junior staff

Benefits

• Medical
• Prescription Drug
• Dental
• Vision
• Health Savings Account
• Dependent Day Care Savings Account
• Life Insurance
• Disability and Other Insurance Plans
• Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
• 10 Paid Holidays
• 401(k)
• Short/Long Term Disability

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 5,001-10,000 employees