Morgan Stanley
Wealth Management Finance Controller
Morgan Stanley, Baltimore, Maryland, United States, 21201
Controller - Associate In Wealth Management Finance
We're seeking someone to join our team as a Controller - Associate in Wealth Management Finance. This role supports Revenue and Expense recognition, Balance Sheet reporting and other Product Control processes for the Wealth Management Finance division. 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. Additional responsibilities related to Month-end close, such as, preparation of various general ledger journals, preparation of P/L and Balance Sheet reconciliations, preparation of Regulatory disclosures, liaising with various teams across the business, Operations, and various teams across Finance. Additional interactions with external and internal auditors, as well as leading ad-hoc projects or requests. In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What you'll do in the role: - 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 - Accounting support functions, which include but are not limited to: - Month-end close - Balance sheet and P&L reconciliations - Income Statement & Balance Sheet variance analysis - Various Daily Reporting requirements - 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. What you'll bring to the role: - 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 - Strong Team Player - Extremely proficient with Microsoft Office, especially Microsoft Excel & PowerPoint - Bachelor's degree (preferably in Accounting) - Excellent communication skills - Minimum of 2 years' relevant experience What you can expect from Morgan Stanley: 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. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. 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. Salary range for the position: $60,000 - $90,000/ 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. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
We're seeking someone to join our team as a Controller - Associate in Wealth Management Finance. This role supports Revenue and Expense recognition, Balance Sheet reporting and other Product Control processes for the Wealth Management Finance division. 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. Additional responsibilities related to Month-end close, such as, preparation of various general ledger journals, preparation of P/L and Balance Sheet reconciliations, preparation of Regulatory disclosures, liaising with various teams across the business, Operations, and various teams across Finance. Additional interactions with external and internal auditors, as well as leading ad-hoc projects or requests. In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What you'll do in the role: - 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 - Accounting support functions, which include but are not limited to: - Month-end close - Balance sheet and P&L reconciliations - Income Statement & Balance Sheet variance analysis - Various Daily Reporting requirements - 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. What you'll bring to the role: - 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 - Strong Team Player - Extremely proficient with Microsoft Office, especially Microsoft Excel & PowerPoint - Bachelor's degree (preferably in Accounting) - Excellent communication skills - Minimum of 2 years' relevant experience What you can expect from Morgan Stanley: 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. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. 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. Salary range for the position: $60,000 - $90,000/ 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. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).