Wealth Management Finance Controller - Director

Morgan Stanley•Baltimore, MD

61d

About The Position

We're seeking someone to join our team as a Controller - Director in Wealth Management Finance. This role supports Revenue and Expense recognition, Balance Sheet reporting and other Product Control processes for the Wealth Management Finance division. Processes include but are not limited to: Revenue and Expense accruals for various product areas, various daily/monthly reporting processes, Inter-Company Revenue Transfers, and Expense/Reserve accruals and reconciliations. Additional responsibilities related to Month-end close, such as, preparation of various general ledger journals, preparation of P/L and Balance Sheet reconciliations, preparation of Regulatory disclosures, liaising with various teams across the business, Operations, and various teams across Finance. Additional interactions with external and internal auditors, as well as leading ad-hoc projects or requests. In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is an Associate 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. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

Requirements

Working knowledge of Finance functional area, industry and competitive environment
Ability to communicate clearly and concisely, and adapt to various audiences
Willingness to seek guidance and provide feedback to further develop self and peers
A high aptitude for numbers and a quick grasp of new applications and technology
Experience working effectively with large data sets, clearly articulating multifaceted results and responding to questions
Ability to work independently
Strong Team Player
Extremely proficient with Microsoft Office, especially Microsoft Excel &PowerPoint
Bachelor's degree
Excellent communication skills
At least 5 years of relevant experience would generally be expected to find the skills required for this role

Responsibilities

Collaborate with a varied group of colleagues in Finance and across the Firm
Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products
Adhere to the Firm's risk and regulatory standards, policies and controls
Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards
Accounting support functions, which include but are not limited to:
Month-end close
Balance sheet and P&L reconciliations
Income Statement &Balance Sheet variance analysis
Various Daily Reporting requirements
Procedure documentation
Ad-hoc projects/requests
Coordination across multiple teams across the Firm
Coordinate responses and prepare support to satisfy audit inquiries
Work with business partners across the Firm. Partners include but are not limited to various Wealth Management Business Units, CFO, HR, Legal, Operations, Treasury, Technology and Tax.

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
Annual discretionary incentive compensation award
Participation in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component