Wealth Management Finance Business Unit Controller – Vice President

ACCA Careers; Calgary; On-site; CAD 100,000 - 130,000; Full time

Job summary

A leading global financial services firm seeks a Business Unit Controller for its Wealth Management division in Canada. This role involves managing budgeting and forecasting, leading analysis, and mentoring a small team. The ideal candidate will have a strong background in finance and excellent communication skills, with in-office attendance required 3-5 days a week.

Benefits

Comprehensive benefits

Professional growth opportunities

Qualifications

• 10+ years of experience in finance or accounting.
• Ability to collaborate across support groups and present to all levels.

Responsibilities

• Manage budgeting, forecasting, and key metric reporting.
• Communicate financial and operational results to senior leaders.
• Lead quarterly due diligence and ensure compliance.

Skills

Analytical

Interpersonal

Communication

Self-motivated

Time Management

Education

Bachelor's degree in Accounting or Corporate Finance

Tools

Microsoft Excel

PowerPoint

Tableau

Job description

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The firm's employees serve clients worldwide, including corporations, governments, and individuals, from more than 1,200 offices in 43 countries.

The Finance Division reports to the Chief Financial Officer and consists of approximately 3,000 employees globally. It safeguards the Morgan Stanley franchise by maintaining accurate books and records, contributing to firm-wide risk management, and liaising with industry and government regulators. The division also acts as a conduit of financial information to the investment community and advises senior management on financial matters.

Team Profile :

The Finance Division, reporting to the CFO, comprises about 3,000 employees worldwide. It plays a critical role in risk management, regulatory compliance, and financial reporting, including external filings and internal forecasting and analysis. The team includes Business Unit Controllers, Infrastructure Controllers, and groups focused on Accounting, Regulatory and Reporting, and Valuation Review.

Responsibilities :

As a Business Unit Controller supporting Morgan Stanley at Work and Wealth Management Canada, your responsibilities will include :

• Managing budgeting, forecasting, and key metric reporting, collaborating with Finance and stakeholders.
• Leading analysis, forecasting, and presentation of asset metrics.
• Communicating financial and operational results to senior leaders to inform strategic decisions.
• Developing analyses to support financial planning and long-term strategy.
• Leading quarterly due diligence, ensuring compliance and risk assessment.
• Partnering with stakeholders on strategic initiatives and product development.
• Managing and mentoring 2-3 direct reports.
• Leading key business initiatives, including new products, acquisitions, and data analysis.
• Providing ad hoc analysis and support as needed.

Qualifications :

• Bachelor's degree in Accounting or Corporate Finance with 10+ years of experience.
• Results-oriented with strategic mindset.
• Strong analytical, interpersonal, and communication skills.
• Self-motivated with a strong work ethic and positive attitude.
• Ability to collaborate across support groups and present to all levels.
• Proficiency in Microsoft Excel, PowerPoint, Tableau, or similar software.
• Effective time management skills, capable of meeting tight deadlines.

Role requires in-office attendance 3-5 days per week.

What You Can Expect From Morgan Stanley :

We are committed to excellence, guided by core values such as putting clients first, integrity, innovation, diversity, and community involvement. Our culture fosters collaboration, inclusion, and professional growth. Learn more at morganstanley.com / diversity . We offer comprehensive benefits to support our employees and their families.

We are passionate about our work and customer focus.

Morgan Stanley is an equal opportunity employer, committed to an inclusive environment that enables all individuals to reach their potential.

For more information and to apply, please visit our website via the “Apply” button below.

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