Financial Reporting Analyst

96 Morgan Stanley UK Ltd; Glasgow; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

Morgan Stanley in Glasgow is seeking an Associate to join our External Reporting team. The role will produce European regulatory disclosures and IFRS reporting, reporting to a Director.

It covers regulatory reporting projects, process improvements, and control enhancement while collaborating with Global Product Controllers, Finance Technology and Legal Entity Control. You will contribute to accuracy and timeliness of the firm’s reporting, while supporting evolving regulatory requirements and

Qualifications

• Experience of financial/regulatory reporting and working with large datasets.
• Excellent communication skills and ability to escalate issues when needed.
• Demonstrated risk awareness and proactive problem solving.
• Ability to work autonomously and manage deadlines.

Responsibilities

• Preparing Regulatory Balance Sheet-based external reporting.
• Producing commentary and analysis to support the reporting.
• Conducting production processes ensuring timely delivery.
• Troubleshooting data issues during quarterly production.
• Responding to review questions on disclosures produced.
• Presenting disclosures and analytics to Finance Senior Management.
• Maintaining procedures and ensuring key controls.

Skills

Regulatory reporting experience

Data analysis

Communication skills

Risk awareness

Autonomy

Education

CA/ACA/ACCA qualification

Tools

Alteryx

PowerBI

Excel

Word

PowerPoint

Job description

Financial Reporting Analyst JR036461 Glasgow

We are currently seeking an Associate to join our External Reporting team. The role will report to a Director within the Glasgow team and will produce European statistical reporting. Outside of the production cycle, this role will input towards projects such as implementing evolving regulatory requirements and production process improvements. The team is responsible for preparing various financial disclosures of the Firm including those produced in accordance with IFRS as well as preparation of Financial Regulatory reporting to European Regulators. As a result of the ever changing regulatory and financial reporting environment the team is a key contributor across numerous projects arising as new requirements are issued by our Regulators. The Disclosures team also invest in continual enhancement of production processes through digital tooling as well as enhancing our reporting control environment. The team works closely with a number of stakeholders across the Firm including Global Product Controllers for the Institutional Securities Group business unit, Finance Technology as well as Legal Entity Control, and the Accounting Policy Group. The team currently consists of 19 members based in Glasgow with a collaborative culture and a positive work environment, as evidenced by the average service length. This is an Associate level position within our 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, including development, management and oversight of financial accounting & reporting systems as well as database management, including capital and liquidity reporting and external reporting functions. 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. 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.

What will you be doing?

• Preparing Regulatory Balance Sheet-based external reporting
• Preparing commentary and analysis to support the reporting
• Conducting the production process ensuring delivery against production timetables.
• Trouble shooting data issues during quarterly production through effective communication and escalation to local line management
• Responding to review questions raised on disclosures produced
• Presenting disclosures and analytics to members of Finance Senior Management
• Building an understanding of disclosure requirements and Morgan Stanley policies
• Maintaining written procedures documents, ensuring key controls are in place

What we're looking for:

• Experience of financial/regulatory reporting
• Experience of working with large datasets
• Excellent communication skills including ability to escal...
• Appreciation of escalation and risk awareness
• Ability to challenge issues and processes
• Self-motivated and able to demonstrate initiative and problem-solving abilities
• Strong work ethic with an ability to take responsibility for completing tasks and working to deadlines
• Ability to work autonomously
• Ability to balance and effectively prioritise multiple issues
• Proficient with Microsoft Office - Excel, Word, and PowerPoint
• At least 2 years' relevant experience would generally be expected to find the skills required for this role

Skills that will help you in the role:

• Digital tooling knowledge (Alteryx, PowerBI)
• Financial services and/or product knowledge
• Balance Sheet controller reporting experience
• CA/ACA/ACCA qualification

Unfortunately we’re unable to provide visa sponsorship for this role because it doesn’t meet the government’s requirements for Skilled Worker visas. We would only be able to offer you this role if you can demonstrate proof of Right to Work in the UK.

#LI-HF1 #LI-Hhybrid #GLREP

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.

There’s also ample opportunity to move about the business for those who show passion and grit in their work.

Certified Persons Regulatory Requirements:

If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Flexible work statement

Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.