🚀 Wealth Management Finance Controller - Director

Wealth Management Finance Controller - Director

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We’re seeking someone to join our team 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, daily/monthly reporting, Inter-Company Revenue Transfers, and Expense/Reserve accruals and reconciliations. Additional responsibilities related to Month-end close, ledger journals, P/L and Balance Sheet reconciliations, Regulatory disclosures, liaising with teams, audit interactions and ad-hoc projects.

What You’ll Do

• Collaborate with colleagues in Finance and across the Firm
• Responsible for 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
• 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

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 Excel & PowerPoint
• Bachelor's degree
• Excellent communication skills
• Minimum of 2 years' relevant experience

Salary range for the position: $70,000 - $105,000/ Yr. Eligible for discretionary incentive compensation award and incentive compensation plan. Morgan Stanley offers a full spectrum of benefits including Medical, Dental, Vision, and more. Equal Employment Opportunity statement.