Senior Consulting Manager, Equity Reporting Solutions

Morgan Stanley; Sandy (UT); On-site; USD 100,000 - 140,000; Full time

Job summary

Morgan Stanley at Work is seeking a Senior Consulting Manager in Financial Reporting Solutions to guide equity expensing and reporting engagements for corporate clients. The role emphasizes customer service, training, and delivering actionable insights using EEO or Shareworks tools.

You will lead client engagements, develop relationships with decision makers, and influence cross-functional teams while traveling up to 10%. Strong knowledge of ASC 718, finance and equity accounting is essential.

Qualifications

• Bachelor’s degree in Accounting, Finance, or business-related field is required, with a Master’s degree as a plus
• 7+ years of combined experience in public accounting, SEC reporting, FP&A and/or equity compensation
• Experience in customer service and/or a client-facing role with a strong aptitude for understanding and responding to client needs with innovative solutions
• Effective in training and developing other team members in complex reporting solutions
• Proven technical, client engagement, and project leadership skills
• Keen focus on client satisfaction, striving to meet and exceed the expectations of clients while building strong relationships and developing guidelines to improve client interactions
• Strong leadership skills, supporting other consultants by leading by example and creating an inclusive team environment
• Knowledgeable about equity-related accounting, tax, and legal concepts, both domestic and international in scope
• Ability and willingness to travel up to 10%
• CPA preferred

Responsibilities

• Provides a clear, compelling and articulate explanation of our financial reporting value proposition to prospective and/or existing clients
• Develops and maintains strong working relationships with key business decision makers
• Develops key industry contacts that will assist in building effective relationships and support the close of sales or strengthen existing client relationships
• Helps identify services to meet client needs, define methodologies and best practices to deliver those services
• Identifies and document FAQs and solutions for financial reporting topics and best practices
• Creates materials and conduct internal training to expand Shareworks and EEO financial reporting knowledge
• Assists with external documentation and training efforts to enhance client’s reporting experience
• Researches, reconciles and resolves reporting issues submitted by clients

Skills

Client engagement

Project leadership

Communication

Team collaboration

Travel up to 10%

Education

Bachelor’s degree in Accounting, Finance, or business-related field

CPA preferred

Job description

Morgan Stanley at Work is seeking a Senior Consulting Manager in Financial Reporting Solutions to guide equity expensing and reporting engagements for corporate clients. The role emphasizes customer service, training, and delivering actionable insights using EEO or Shareworks tools.

You will lead client engagements, develop relationships with decision makers, and influence cross-functional teams while traveling up to 10%. Strong knowledge of ASC 718, finance and equity accounting is essential.