Vice President - External Reporting, Disclosures; Statistical Reporting

Overview

Vice President - External Reporting, Disclosures (Statistical Reporting). The Disclosures team within Glasgow Finance is part of the global External Reporting team which produces financial regulatory reporting of the Firm in accordance with multiple accounting and regulatory frameworks. The team prepares external reporting disclosures in accordance with US GAAP and IFRS and components of Financial Regulatory reporting to regulators including the Bundesbank and European Banking Authority.

The team collaborates across the Firm to address evolving regulatory and financial reporting requirements and continually enhances production processes through digital tooling and our reporting control environment. The team works closely with stakeholders across the Firm including Global Product Controllers for the Institutional Securities Group, Finance Technology, Legal Entity Control, and the Accounting Policy Group. The Glasgow team consists of 26 members with a collaborative culture and positive work environment.

The Finance division partners with business units globally by providing management, review, analysis and advisory services of the Firm’s financial and capital resources. This role sits within the Risk, Assurance, Governance & Control job family and focuses on oversight and monitoring of operational risk or third party/outsourcing for the global Finance division, validation and testing of financial and regulatory reports, and reinforcement of regulatory requirements, policies and procedures.

Since 1935, Morgan Stanley has been a global leader in financial services, evolving to serve clients and communities in more than 40 countries.

• Managing staff within the statistical reporting team, providing support and guidance to ensure delivery against production timetables.
• Reviewing Regulatory Balance Sheet-based reporting.
• Reviewing commentary and analysis to support reporting.
• Providing SME expertise to the production team to troubleshoot data issues during quarterly production.
• Responding to review questions raised by report owners.
• Communicating and escalating to line management.
• Presenting disclosures and analytics to members of Finance Senior Management for due diligence before filing externally.
• Building an understanding of reporting requirements and Morgan Stanley policies.
• Ensuring statistical reporting adheres to the defined governance model and control framework, ensuring consistency with the key reporting produced across the wider team.
• Maintaining written procedures documents, ensuring key controls are in place.

• Experience of financial/regulatory/external reporting
• Experience of working with large datasets
• Knowledge of financial products and their accounting e.g. Derivatives, Secured Financing Transactions
• Experience of managing people, delegating tasks, providing career guidance and developmental feedback
• Excellent communication skills including ability to escalate effectively and in a timely manner
• Appreciation of escalation and risk awareness
• Ability to challenge issues and processes
• Self-motivated and able to demonstrate initiative and problem-solving abilities
• Strong work ethic with an ability to take responsibility for completing tasks and working to deadlines
• Ability to work autonomously and liaise with/influence a range of senior stakeholders
• Ability to balance and effectively prioritise multiple issues
• A track record of building effective working relationships with a variety of different stakeholders
• Proficient with Microsoft Office - Excel, Word, and Power Point

• Relevant work experience at a senior level (Vice President or similar) in the financial services industry
• Financial services and/or product knowledge
• Balance Sheet controller reporting experience
• Hold a CA/ACA/ACCA qualification

• Confident
• Adaptable
• Proactive
• Solid analytical skills
• Team worker
• Well organised

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