Senior Consulting Manager, Financial Reporting Solutions (VP level)

Morgan Stanley; Purchase (NY); On-site; USD 100,000 - 140,000; Full time

Job summary

Morgan Stanley at Work seeks a Senior Consulting Manager to lead equity compensation reporting engagements, leveraging EEO/Shareworks solutions. You will guide clients, deliver financial reporting insights and mentor analysts across engagements.

This role emphasizes client service, cross‑functional collaboration, and travel up to 10% to meet client needs. A CPA is preferred, with deep accounting and tax knowledge in equity reporting.

Qualifications

• Bachelor’s degree in Accounting, Finance, or business-related field is required
• 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 based on knowledge of businesses, products, services and external factors (e.g., regulatory, economic, and industry trends)
• Effective in training and developing other team members in complex reporting solutions
• Proven technical, client engagement, and project leadership skills

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, and participate in industry events as a subject matter expert
• 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

Equity compensation knowledge

Communication skills

Travel up to 10%

Education

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

CPA preferred

Tools

Shareworks

Equity Edge Online

Excel

Job description

Introducing Morgan Stanley At Work

We know a lot about investing and are certain there’s no better investment a company can make than in its employees. People don’t just drive a company; they are the company. So when people work at their best, companies do too.

Introducing Morgan Stanley At Work

We know a lot about investing and are certain there’s no better investment a company can make than in its employees. People don’t just drive a company; they are the company. So when people work at their best, companies do too. Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity, Financial Wellness and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits.

What you’ll be part of – our Morgan Stanley at Work culture:

At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow – a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients’ expectations and helping them succeed.We are fearless in taking on new challenges that deliver exceptional results.We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard. We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team.

U.S. Public Equity Solutions

U.S. Public Equity Solutions is responsible for the engagement, onboarding and day-to-day service management of corporate clients and their equity administration plan terms and associated service offerings.

Financial Reporting Solutions - Senior Consulting Manager Role

The Financial Reporting Solutions - Senior Consulting Manager is part of the Financial Reporting Solutions Practice within the Morgan Stanley at Work organization. The Financial Reporting Senior Consulting Manager does not provide accounting, tax or legal advice as part of the consulting services that his or her team provides. This position will report into the Practice Leader for Financial Reporting Solutions.

The Financial Reporting Solutions - Senior Consulting Manager is a subject matter expert in equity compensation expensing and financial reporting. In this role, you will serve as a dedicated resource to multiple clients, assisting them with utilizing Equity Edge Online (EEO) or Shareworks for their expensing and financial reporting needs. Client’s needs and challenges vary; you will often interpret client's reporting and data requirements to determine how to best meet the desired expensing in EEO or Shareworks. The Senior Consulting Manager may also need to troubleshoot and determine the root cause of a client’s equity expensing and reporting issue(s). A large component of the role is customer service followed by training and transfer of EEO or Shareworks and equity knowledge to the client, as well as supporting internal partners. This role includes opportunities to present at conferences, client meetings, and deliver virtual presentations on equity compensation and Morgan Stanley at Work’s tools and services.

The Financial Reporting Solutions - Senior Consulting Manager 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, and participate in industry events as a subject matter expert
• 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

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 based on knowledge of businesses, products, services and external factors (e.g., regulatory, economic, and industry trends)
• 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 organizational skills with the ability to multi-task across multiple assignments
• Excellent verbal and written communication skills in a variety of client settings, articulately answering client questions and requests
• Strong leadership skills, supporting other consultants by leading by example and creating an inclusive team environment
• Proven ability to influence cross-functional teams without formal authority
• Ability to proactively identify potential risks and issues along with solutions, independently engaging resources to problem solve
• Displays a continuous improvement approach and encourages others to do the same
• Self-directed and results oriented by setting clear and realistic goals to address client needs and exceed service delivery expectations
• Strong technical understanding of equity compensation (ASC 718) accounting and reporting requirements
• Knowledgeable about equity-related accounting, tax, and legal concepts, both domestic and international in scope
• Strong teamwork skills with the ability to problem solve, learn quickly, share knowledge, and adapt to changing priorities
• Enthusiastic and creative individual who is comfortable with rapidly engaging in new client environments and seeking new and more effective methods to communicate with clients
• Knowledgeable on Shareworks, Equity Edge Online and/or other stock plan administration systems
• Experienced with complex share and expense reconciliations and analysis of differences
• Ability and willingness to travel up to 10%
• CPA preferred

While we thank all applicants for their interest, please note that only those individuals selected for an interview will be contacted

What You Can Expect From Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. 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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $100,000 to $140,000 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.

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.