Liquidity, Investments, and Funding Control Group - LIFC Reporting team, Executive Director

Company Profile 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.

The Finance Division globally 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.

The Liquidity, Investments, and Funding Control Group (LIFC) within the Finance Division is responsible for overseeing the accounting and financial reporting for the Firm, primarily as it relates to the Firm's funding products and liquidity investments.

The LIFC Reporting team is responsible for all periodic reporting of the Firm's P&L on funding and liquidity products directed by Corporate Treasury.

The team works closely with senior management of the Firm (CFO, heads of businesses and COOs), Corporate Treasury, business unit controllers, the Firm's Risk Department, IT, and other groups to structure and produce analytics around the market and Firm-specific drivers behind funding and investments P&L.

As a member of the team, the individual will play a leading role in reporting and controls for Treasury cost allocations and funds transfer pricing with a significant focus on providing analytics and insights to senior management across Finance, the Business Units and Firm Management.

The role will also offer the opportunity to play a key role in the strategic automation of processes over the next few years.

This is a high-visibility position that will receive a lot of exposure to the Firm's senior management.

This is an Executive Director level position within the 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.

The group owns the Firm’s financial reporting under US GAAP, International GAAP and the global regulatory regimes.

Responsibilities include the development, management and oversight of financial accounting & reporting systems as well as database management.

Includes capital and liquidity reporting and external reporting functions.

Key Responsibilities:

• Oversight of the Treasury cost allocations process
• Reporting and controls for funds transfer pricing
• Responsible for timely response to various management requests
• Presentation of periodic reporting to senior management
• Development and enhancement of reporting including working with our Technology partners on the strategic automation of processes

Skills Required:

• Self-disciplined, resourceful, and self-starting
• Excellent client skills; demonstrably able to effectively build relationships with a range of partners
• Accurate and delivery focused with an eye for detail and design
• Excellent reporting and presentation skills
• Excellent verbal and written communication skills
• Excellent quantitative and qualitative analysis skills
• Ability to interact and present effectively with senior management
• Strong team player able to prioritize in a fast-moving, high-pressure environment
• Proficiency with Microsoft Office (strong Excel, PowerPoint skills)

Ideal Candidate Will Have:

• Bachelor's degree in finance or accounting
• 7+ years of experience in the financial services industry, specifically in Finance Controller roles
• Knowledge of securities markets, businesses and products offered by major financial institutions
• Experience in Treasury products

What you can expect from Morgan Stanley:

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