Financial Reporting Solutions Consulting Manager - VP

Financial Reporting Solutions Consulting Manager - VP

Job Number : 3256739

3256739

Posting Date

Aug 5, 2024

Primary Location

Americas-United States of America-Arizona-Tempe

Other Locations

Americas-United States of America-Georgia-AlpharettaEducation Level : Bachelor's Degree

Wealth ManagementEmployment Type : Full TimeJob Level : Vice President

Description

Introducing Morgan Stanley at Work :

We know a lot about investing and are certain that that there’s no better investment a company can make than in its employees.

People don’t just drive a company, they are the company.When people work at their best, companies do too. Morgan Stanley at Work , a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent.

Our end-to-end offering spans Equity, Financial Wellness and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits.

What you’ll be part of our Morgan Stanley at Work culture :

At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow a place for people to build a career where you can thrive both personally and professionally.

We are passionate about exceeding our clients’ expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results.

We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard.

We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders.

We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success.

We invite you to explore how you can be an integral part of our team.

Advanced Solutions is one of the key offerings within our Equity Solutions pillar. This offering delivers specialization when a company is experiencing a difficult challenge with their current equity plan whether it’s related to plan design, administration, or financial reporting.

Our team of professionals works hand-in-glove with our clients to ensure that the functionality of our platforms is leveraged.

We also help align our clients’ internal processes with industry best practices. We provide automated efficiencies, data-led solutions and optimized engagement support to drive overall client satisfaction.

Financial Reporting Solutions Consulting Manager Responsibilities :

The Financial Reporting Solutions Consulting Manager is a subject matter expert in equity compensation expensing and financial reporting.

In this role, you will serve as a dedicated resource to multiple Morgan Stanley at Work clients, assisting them with utilizing Equity Edge Online (EEO) or Shareworks for their expensing and financial reporting needs.

Client’s needs and challenges vary; you will often interpret client's reporting and data requirements to determine how to best meet the desired expensing in EEO or Shareworks.

The Consulting Manager may also need to troubleshoot and determine the root cause of a client’s equity expensing and reporting issue(s).

A large component of the role is custom service followed by training and transfer of EEO or Shareworks and equity knowledge to the client, as well as supporting internal partners.

This role includes opportunities to present at conferences, client meetings, and deliver virtual presentations on equity compensation and Morgan Stanley at Work’s tools and services.

The Financial Reporting Solutions Consulting Manager is part of the Financial Reporting Solutions Practice which is part of the Advanced Solutions group within the Morgan Stanley at Work organization.

The Advanced Solutions group provides subject matter expertise to clients’ most complex problems by supporting Administrative, Automation, Data and Financial Reporting solutions.

The Financial Reporting Consulting Manager does not provide accounting, tax or legal advice as part of the consulting services that his or her team provides.

This position will report into the Practice Leader for Financial Reporting Solutions.

The Financial Reporting Solutions Consulting Manager :

• Supports Corporate Service Organization in providing a clear, compelling and articulate explanation of our financial reporting value proposition to prospective and / or existing clients
• Assists in developing and maintaining strong working relationships with key business decision makers
• Seeks to develop key industry contacts that will assist in building effective relationships and support the close of sales or strengthen existing client relationships
• Helps identify services to meet client needs, define methodologies and best practices to deliver those services, and participate in industry events as a subject matter expert
• Supports the identification and documentation of FAQs and solutions for financial reporting topics and best practices
• Assists in the creation of materials for internal trainings to expand EEO financial reporting knowledge
• Assists with external documentation and training efforts to enhance client’s reporting experience
• Researches, reconciles and resolves reporting issues submitted by clients

Qualifications

• Bachelor’s degree in Accounting, Finance, or business-related field is required, a Master’s degree as a plus
• 5 - 10 years of combined experience in public accounting, SEC reporting, FP&A and / or equity compensation
• Experience in customer service / a client-facing role with an aptitude for understanding and responding to client needs with relevant solutions based on knowledge of businesses, products, and services
• Strong organizational skills with the ability to multi-task across multiple assignments
• Highly effective verbal and written communication skills in a variety of client settings
• Ability to proactively identify potential risks and issues and develop courses of action to resolve
• Enthusiastic and creative individual who is comfortable with rapidly engaging in new client environments
• Self-directed and results oriented by setting clear and realistic goals to address client needs
• Strong teamwork skills with the ability to problem solve, learn quickly, share knowledge, and adapt to changing priorities
• Certified Equity Compensation Professional preferred
• Working knowledge of equity-related accounting, tax, and legal concepts, both domestic and international in scope
• Knowledgeable on Equity Edge Online, Shareworks and / or other stock plan administration systems .
• Ability and willingness to travel up to 10%
• CEP Level 1 required; CEP Level 3 preferred
• CPA preferred

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).