Financial Control & Reporting AVP/VP - (Advisory Consulting Group)

Morgan Stanley; United States; On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Discretionary bonuses

Commission earnings

Morgan Stanley sponsored benefit programs

Job summary

A leading global financial services firm is seeking a Director/VP in Wealth Management Finance. The role involves team management, financial reporting, and collaboration across functions. Ideal candidates will have over 5 years of experience with strong analytical skills and proficiency in Excel and PowerPoint. Join us to contribute to impactful financial initiatives in a dynamic environment.

Qualifications

• 5+ years of relevant experience in Finance.
• Experience working effectively with large data sets.
• Ability to articulate multifaceted results.

Responsibilities

• Collaborate with colleagues in Finance.
• Lead aspects of team deliverables and projects.
• Manage a team producing reporting for key business products.

Skills

Knowledge of Finance functional area

Team collaboration

Data analysis

Proficiency in Microsoft Excel

Proficiency in PowerPoint

Education

B.A./B.S. in relevant field

Tools

Dataiku

IBM Planning Analytics (TM1)

SAP Business Objects

UiPath

Oracle Essbase

Tableau

SQL

Python

Job description

This range is provided by Morgan Stanley. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $150,000.00/yr

We’re seeking someone to join our MSWM Advisory Consulting Group Finance team as a Director/VP in Wealth Management Finance. This team is dedicated to providing support to Morgan Stanley's Wealth Management segment (MSWM), specifically the Consulting Group, MSWM's Advisory Platform. Members of the Wealth Management Finance team can expect to be involved in accounting, finance, and process transformation.

This is a Director 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.

This role sits in Purchase, NY with the possibility of working 1-2 days in Manhattan. Candidates must be willing to work at least 1 day in Purchase

What you'll do in the role:

• Collaborate with a varied group of colleagues in Finance and across the Firm
• Responsible for and lead aspects of individual and team deliverables and projects, leveraging in-depth knowledge of Finance functional area, product and/or client segments
• Adhere to the Firm's risk and regulatory standards, policies and controls; proactively identify ways to reduce risk in work
• Act as a culture carrier; embody and set an example of the Firm's values and hold yourself and others accountable to Firm Standards
• Produce, maintain and automate detailed analyses on the full swath of financial metrics that are relevant to Wealth Management (WM) and Firm initiatives
• Manage a team that produces reporting for the firm’s largest business product
• Responsible for reporting and budgeting on publicly reported metrics such as Consulting Group Flows
• Cross-functional role working and learning with other teams to gain key insights. Including but not limited to: Business Management, Product, Accounting, Bank, Strategy, Data, offshore teams, etc.
• Develop enhanced analyses through partnership and collaboration to drive greater transparency, business performance evaluation and business strategy formulation
• Additional ad hoc analyses and recurring reporting as necessary

What you'll bring to the role:

• In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
• B.A./B.S. in relevant field
• 5+ years of relevant experience
• A high aptitude for numbers and a quick grasp of new applications and technology
• Must be willing to learn, grow and remain agile
• Experience working effectively with large data sets, clearly articulating multifaceted results and responding to questions
• A desire to work in a team-based environment and contribute as a team player
• Extremely proficient with both Microsoft Excel & PowerPoint
• Experience with Dataiku, IBM Planning Analytics (TM1), SAP Business Objects, UiPath, Oracle Essbase, and Tableau preferred.
• Knowledge of advanced aggregation tools, namely: Macros, SQL or Python are a plus.

Expected base pay rates for the role will be between $100,000 and $150,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance, Accounting/Auditing, and Information Technology

Industries

Banking

External Reporting Controller [Multiple Positions Available]

Jersey City, NJ $100,500.00-$115,000.00 1 week ago

Essex County, NJ $150,000.00-$220,000.00 1 week ago