Morgan Stanley · 2 days ago
Financial Reporting Director
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, and wealth and investment management services. The Financial Reporting Director is responsible for the accuracy and control of the Firm’s books and records to produce consolidated financial statements and oversee the financial accounting and reporting systems.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Work in a cohesive team responsible for the preparation of Morgan Stanley's consolidated financial statements and earnings release financial supplement
Prepare and analyze quarterly earnings supporting documentation for senior stakeholders; monitor KPIs and drivers to identify and highlight areas of risk and execute key reporting controls
Prepare, review, and confirm financial schedules and commentary, and participate in diligence meetings for regulatory filings (8-K, 10-Q/K, FR-Y-9C, FR-Y14Q/A)
Drive meaningful reporting and analysis for stakeholders across finance and the Firm, and contribute to our continuous process improvement initiatives
Actively participate and engage with other finance controllers in preparation of ad hoc analysis and special projects by creating thorough, insightful financial reports and providing high quality analysis
Collect and analyze quarterly data from business unit controllers
Coordinate with stakeholders and users to establish an efficient operating model for new business processes
Responsible for the preparation and qualitative analysis of monthly quarterly reports around stockholders' equity, debt valuation adjustment and non-controlling interest partners
Qualification
Required
Bachelor's degree, preferably in accounting, finance, or a related discipline
5 years+ experience in financial reporting, financial services experience preferred
Ability to meet tight deadlines while ensuring data integrity while working in a fast-paced environment
Strong analytic capabilities, including ability to summarize complex business issues and detailed analysis with clarity and brevity
Superior Excel, Pivot tables, Macro, and general MS Office skills
Understanding of financial systems, reporting and business processes (SAP-BPC/EPM preferred)
Adaptable to the changing demands of a reporting environment while being responsive to the needs of management
Preferred
Financial services experience preferred
SAP-BPC/EPM preferred
Benefits
Comprehensive employee benefits and perks in the industry
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Recent News
2026-01-08
Business Wire
2026-01-08
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