Senior Equity Compensation & Financial Reporting Manager

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

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.