External Reporting, Director, Data Management

We are seeking someone to join our Finance Shared Services - External Reporting team as a Director in Finance Shared Services to manage the External Financial, Regulatory & Capital Reporting function comprising various external filings to the US & EMEA regulators.
 

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 Firms 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 and lead aspects of individual and team deliverables and projects, leveraging in-depth knowledge of Finance functional area, product and/or client segments
- Adhere to the Firm's risk and regulatory standards, policies and controls; proactively identify ways to reduce risk in work
- Act as a culture carrier; embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards
- Provide leadership, guidance, and monitor resources to meet the following objectives:
- Support the preparation, review and submission of the external regulatory reports (US Fed Reports like FRY9C, FFIEC 101, FFIEC 009, FR 2510, FRY-15, TICs etc and EMEA COREP Reports) on a monthly and quarterly basis
- Conduct in-depth analysis of variances, incorporating the understanding of accounting issues, economic events and their impact and present the financial results to Senior Management and US / EMEA Regulatory Agencies.
- Assist in driving process efficiencies and continuous process improvement efforts to strengthen controls.
- Execute report pre-submission checks, implement control procedures, and review regulatory reporting requirements
- Maintain a consolidated list of adjustment details by report and participate in data quality improvement projects to strengthen controls, improve report accuracy and reduce manual adjustments
- Lead/participate in other special projects and ad-hoc requests as needed.
- Execute and review key reporting controls (cross filing reconciliations, variance analysis)
- Prepare and store control evidence for the centralized report population
- Prepare due diligence review decks and review with key stakeholders
- Review and update relevant policies and procedures
- Participate in Regulatory exams, internal audits and address inquiries as required.
- Continually monitor developments in regulatory rule/reporting changes and assist Corporate Finance functions in implementing and meeting the reporting requirements.
- Execute ad hoc projects to support reporting automation initiatives and regulatory reporting changes
- Provide ongoing guidance and mentorship to team members.

What you'll bring to the role:
- In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
- Ability to operate independently with respect to most job responsibilities
- Ability to provide positive and constructive feedback and innovate processes
- Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
- Ability to provide positive and constructive
- feedback and acknowledge efforts of team members
- Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks
- Demonstrated experience in regulatory reporting production, review and submission.
- Experience in managing, developing and leading teams
- Strong relevant U.S. / EMEA regulatory reporting knowledge
- Demonstrated ability to communicate in verbal/writing and present to various types of audiences complex issues in an easy to understand manner
- Strong communication skills - clear, concise, and appropriate method of delivery
- Experience with establishing and meeting critical deadlines, as well as tracking and driving execution
- Flexibility to change priorities as new situations present themselves
- Risk awareness and good guardianship skills
- Collaborative team player with a strong work ethic that works effectively in cross-functional team environment
- Chartered Accountant or equivalent specialization in Finance stream
- At least 4 years' relevant experience would generally be expected to find the skills required for this role

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.

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.