Morgan Stanley

About Shareworks at Morgan Stanley:

Morgan Stanley at Work (formerly known as Shareworks) builds innovative and intuitive solutions for equity plans that can support every stage of a company's growth, serving garage-based startups and Fortune 25 companies alike. We are part of a comprehensive suite of workplace financial solutions built around the understanding that when employees thrive, companies thrive. As market leader, the talent and passion of our people is critical to our success.?

We Offer

• To work with some of the best professionals in the business - for a firm that values individual intellect as much as teamwork
• State-of-the-art offices that are designed to maximize collaboration
• Flexible working arrangements?
• Enriching challenges that provide opportunity for constant learning and advancement
• An environment which is leveraging technology to its highest potential

Team Profile:

The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance protects the Morgan Stanley franchise by serving as guardian of the Firm's books and records, and by contributing to firm wide risk management and risk reduction. This division maintains relationships with Morgan Stanley's various industry and government regulators, and also serves as the conduit of financial information to the outside investment community. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior management team.

Finance is responsible for overseeing the accounting and financial and regulatory reporting for the Firm. They prepare external financial reports for public filings and regulators. For internal reporting Finance, along with Financial Planning and Analysis (FPA), summarizes, plans and forecasts the organization's financial position, including income statements, balance sheets, and analyses of future revenues, expenses and earnings. Finance is comprised of Business Unit Controllers, Infrastructure Controllers, Accounting, Regulatory and Reporting groups, and Valuation Review.

Position Description:

As part of Wealth Management Finance Business Unit Controllers, the individual will be part of the team covering the MS at Work and MS Wealth Management Canada business units. Key responsibilities include budgeting, forecasting, and key metric reporting; overseeing the accuracy and completeness of the business units’ books and records, supporting new products and initiatives, including M&A activity; and ad hoc financial analysis and reporting as needed.

Primary Responsibilities:

• Key metric reporting and financial support for Wealth Management Canada, including monthly revenue and expense reporting
• Budget and forecast preparation and subsequent variance analysis
• Key metric reporting and analysis for MS at Work net acquired assets, net new assets, assets under management, and other KPI’s as needed.
• Support Product Controllers team with monthly accruals, estimates, and analysis
• Support for new product initiatives in Wealth Management Canada and MS at Work business units
• Ad hoc requests, including client revenue reporting, financial analysis, and data reporting & analysis

Qualifications

• Bachelor's degree in a related field
• At least 2 years post-college experience in financial services industry
• Understanding basic accounting and/or corporate finance
• Demonstrated ability to prioritize and manage multiple deliverables, manage expectations and complete deliverables in a timely manner with exceptional attention to detail.
• Strong interpersonal collaboration and team skills including working with cross-functional teams - proven flexibility, adaptability and reliability.
• Excellent presentation skills
• Expert level knowledge of MS Office with emphasis on PowerPoint, Word and Excel
• 0 to 2 year CPA or aspiring CPA candidates encouraged but not mandatory

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.