Corporate Consolidation & Financial Reporting - Associate/AVP

Reposted 2 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
90K-155K Annually
Senior level
Fintech • Financial Services
The Role
Support corporate consolidation and financial reporting by performing monthly equity pickup, reconciliations, eliminations, account attestations, and qualitative analysis. Partner with stakeholders, prepare detailed reports, collaborate on ad hoc analyses and process improvements to ensure accurate consolidated financial statements.
Summary Generated by Built In

We are looking for an experienced professional to join our team as a associate/director in the Corporate Consolidation and Reporting Group. The team is responsible for the accuracy and control of the Firm's books and records to produce the consolidated Firm, segment, and legal entities financial statements.

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 Firm's financial and capital resources. This is an Associate/Director position within our Corporate Controllers, Reporting & Accounting Job Family which is responsible for the accuracy and control of the Firm's books and records to produce the consolidated firm, segment and legal entities financial statements, including development, management and oversight of financial accounting & reporting systems as well as database management, including capital and liquidity reporting and external reporting functions.

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.

**This is not a senior level role. Qualified candidates will have 3-7 years of experience**

What you'll do in the role:

  • Support the accounting control framework by ensuring compliance with both client requirements and internal policies.
  • Perform the Firm's monthly equity pick up process.
  • Reconcile month-end breaks related to equity and related party transactions.
  • Review reference data to confirm parent-subsidiary accounts are properly eliminated and consolidated.
  • Perform account reconciliations and attestations.
  • Prepare and provide qualitative monthly analysis to stakeholders across Finance and the Firm concerning equity and non-controlling interests.
  • Collaborate with other finance controllers on ad hoc analyses and special projects, delivering detailed financial reports and high-quality insights.
  • Assist with ongoing process improvements.

What you'll bring to the role:

  • Bachelors degree in accounting or similar field
  • 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)
  • 3-7 years of experience
  • Adaptable to the changing demands of a reporting environment while being responsive to the needs of management

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.

Expected base pay rates for the role will be between $90,000 and $155,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

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.

Skills Required

  • Bachelor's degree in accounting
  • 5 years+ experience in accounting
  • Financial services experience
  • Ability to meet tight deadlines while ensuring data integrity
  • Strong analytic capabilities, ability to summarize complex issues clearly
  • Superior Excel skills including pivot tables and macros/VBA
  • Understanding of financial systems, reporting and business processes (SAP BPC/EPM preferred)
  • Adaptable to changing reporting demands and responsive to management

Morgan Stanley Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.

  • Parental & Family Support Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
  • Healthcare Strength Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
  • Equity Value & Accessibility Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.

Morgan Stanley Insights

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The Company
HQ: New York, NY
87,899 Employees

What We Do

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.

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