VP, Financial Management and Reporting

Legal & Compliance Division - Financial Management & Reporting
 

About Morgan Stanley
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department
Professionals within the Legal and Compliance Division (LCD) provide a wide range of services to our business units. They preserve the firm's invaluable reputation for integrity and protect the firm from sanctions with policies and procedures that meet regulatory requirements around the world. They also strive to maintain cooperative relationships with governmental policy makers and the regulatory and self-regulatory agencies that govern the firm's businesses.

Role Summary

The VP, Financial Management and Reporting partners with LCD leaders and Finance to support financial oversight, reporting, and governance. The role helps promote expense discipline, consistent allocation approaches, and effective controls across funding and headcount tracking by coordinating inputs, validating outputs, and facilitating timely communication. Working closely with Finance, allocation teams, and cost insight teams, this position helps identify and escalate risks in postings and allocations, and contributes to forecasting and budgeting cycles. The position champions the Firm's culture and values through inclusive collaboration and practical support to stakeholders and junior team members.

Key Responsibilities
> Partner with stakeholders to monitor divisional expenses against company targets; help surface drivers, trends, and exceptions
> Support financial systems and processes used to track funding and headcount by coordinating updates, reconciling inputs, and helping ensure data integrity as organizational structures change
> Contribute to peak-cycle deliverables (forecasting, budgeting) by coordinating inputs, supporting analysis, and helping manage stakeholder communications
> Coordinate with the allocation team on divisional allocation activities, including supporting methodology governance, assisting with validation of results, and facilitating changes with partners
> Support audit readiness by helping keep documentation, controls, and evidence current; partner with the allocation team on compliance and audit deliverables.
> Help identify, communicate, and mitigate risks related to expense postings and allocations by coordinating investigation, tracking actions, and escalating issues when appropriate
> Partner with cost insight teams to help align service-level agreements (SLAs) and reporting outputs with business requirements and allocation approaches
> Assist with Travel & Entertainment (T&E) and other controllable expense reviews and approvals by helping confirm compliance with policy and coordinating follow-ups and escalations, as needed
> Provide guidance and practical support to junior staff

What we're looking for:

The ideal candidate should possess the following:
> Extensive experience in financial management, reporting, and control environments (expense management, allocations, and/or management reporting)
> Demonstrated ability to operate with strong governance, risk awareness, and audit readiness mindset
> Strong analytical skills with experience interpreting variances, identifying root causes, and communicating insights clearly
> Proven track record of cross-functional partnership with Finance and operational teams, including influencing without direct authority
> High attention to detail and accountability for data quality and process outcomes
> Experience with allocation methodologies and divisional cost attribution practices
> Experience with headcount/funding tracking tools and organizational hierarchy maintenance
> Experience supporting global teams and/or shared service partners
> Ability to build strong working relationships across the division and Finance to drive shared accountability for financial outcomes
> Exposure to SLA governance and partnership with cost insight/management reporting teams

Experience

> Bachelor's Degree, MBA will be an added advantage
> 8+ years of experience in multiple functions (preferably financial services related processes)

Knowledge

> Advanced EXCEL, data analytics skills, financial reporting and analysis experience is a MUST.
> Demonstrated proficiency in MS Office Suite (Advanced Excel, PowerPoint, Visio, SharePoint, Word) and working knowledge of Tableau, Power Query, and other data analysis tools to support reporting and decision making.
> Comfortable working with technology, with strong proficiency in technical systems and applications.

Skills and Qualities

> Excellent verbal and written communication skills and the ability to interact with senior managers as well as subject matter experts.
> Interpersonal skills to influence and spur change, facilitate, and enhance performance within a cross - functional environment also with third party partners. Managing client relationships and working as part of a geographically dispersed team.
> Demonstrate decisiveness in resolving business problems, making decisions, and identifying priorities.
> Must be very organized and have a high level of attention to detail.
> Successfully meet established deadline requirements - display efficient time management skills.
> Self-motivated, strong sense of ownership, accountability & ability to multitask.
> Proven proficiency in problem resolution and demonstrates initiative/self-starter.
> Be a strong agent for change. Facilitate new processes and standards that could impact working environment / culture.

Where will you be working?

> An in-office presence is required four days per week.

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.

Salary range for the position: $95,000 and $165,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

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.