PowerToFly
Wealth Management Finance Controller - Director
PowerToFly, Baltimore, Maryland, United States, 21276
Overview
We're seeking someone to join our team as a Controller - Director 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, liaison 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.
Key Responsibilities
Revenue and Expense accruals for various product areas
Various daily/monthly reporting processes
Inter‑Company Revenue Transfers
Expense/Reserve accruals and reconciliations
Month‑end close, including preparation of general ledger journals and P/L and Balance Sheet reconciliations
Preparation of Regulatory disclosures
Liaison with teams across the business, Ops and Finance
Interaction with external and internal auditors
Lead ad‑hoc projects or requests
What You'll Do
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
Coordinate 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
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
Excellent communication skills
At least 5 years of relevant experience would generally be expected to find the skills required for this role
Benefits 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. 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. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-office into your browser.
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).
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Key Responsibilities
Revenue and Expense accruals for various product areas
Various daily/monthly reporting processes
Inter‑Company Revenue Transfers
Expense/Reserve accruals and reconciliations
Month‑end close, including preparation of general ledger journals and P/L and Balance Sheet reconciliations
Preparation of Regulatory disclosures
Liaison with teams across the business, Ops and Finance
Interaction with external and internal auditors
Lead ad‑hoc projects or requests
What You'll Do
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
Coordinate 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
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
Excellent communication skills
At least 5 years of relevant experience would generally be expected to find the skills required for this role
Benefits 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. 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. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-office into your browser.
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).
#J-18808-Ljbffr