Wealth Management Finance Controller - Director at Morgan Stanley

Baltimore, Maryland, United States -

Full Time

Start Date

Immediate

Expiry Date

12 Mar, 26

Salary

110000.0

Posted On

12 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Accounting, Reporting Systems, Database Management, Collaboration, Risk Management, Variance Analysis, Procedure Documentation, Audit Support, Data Analysis, Communication, Independent Work, Team Deliverables, Expense Accruals, Revenue Accruals, Balance Sheet Reconciliation, P&L Reconciliation

Industry

Financial Services

Description

Processes include but are not limited to: Revenue and Expense accruals for various product areas, various daily/monthly reporting processes, Inter-Company Revenue Transfers, and Expense/Reserve accruals and reconciliations. Responsibilities include the development, management and oversight of financial accounting &reporting systems as well as database management. Collaborate with a varied group of colleagues in Finance and across the Firm - Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products - Adhere to the Firm's risk and regulatory standards, policies and controls - Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards - Month-end close - Balance sheet and P&L reconciliations - Income Statement &Balance Sheet variance analysis - Procedure documentation - Ad-hoc projects/requests - Coordination across multiple teams across the Firm - Coordinate responses and prepare support to satisfy audit inquiries - Work with business partners across the Firm. Partners include but are not limited to various Wealth Management Business Units, CFO, HR, Legal, Operations, Treasury, Technology and Tax. - Working knowledge of Finance functional area, industry and competitive environment - Ability to communicate clearly and concisely, and adapt to various audiences - Willingness to seek guidance and provide feedback to further develop self and peers - A high aptitude for numbers and a quick grasp of new applications and technology - Experience working effectively with large data sets, clearly articulating multifaceted results and responding to questions - Ability to work independently - At least 5 years of relevant experience would generally be expected to find the skills required for this role We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. These aren't just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you'll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-office into your browser. 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. 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. Salary range for the position: $70,000 - $110,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Responsibilities

The role involves managing financial accounting and reporting systems, including revenue and expense accruals, reconciliations, and month-end close processes. The candidate will collaborate with various teams across the firm and ensure adherence to risk and regulatory standards.