Regulatory Reporting Specialist

Position Summary

We are seeking a detail-oriented and technically strong Regulatory Reporting director to support the preparation, review, and submission of U.S. bank regulatory reports and related filings. The role will be responsible for the timely and accurate completion of key regulatory filings including the FFIEC Call Report, FR Y-14A schedules, FR 2644, FR 2900, and related Federal Reserve, FDIC, and OCC reporting requirements.

This director level position is within the Corporate Controllers, Reporting & Accounting job family responsible for the accuracy and control of the Firm’s books and records to produce consolidated firm, segment and legal entity financial statements. The group owns the firm’s financial reporting under US GAAP, International GAAP and the global regulatory regimes.

• Prepare, validate, and submit quarterly and periodic regulatory filings, including FFIEC Call Reports, FR Y-14A schedules and supporting documentation, FR 2644, FR 2900, and related Federal Reserve, FDIC, OCC, and internal management reports.
• Perform detailed reconciliations between regulatory reports, general ledger balances, SEC filings, and internal financial systems.
• Analyze new or changing regulatory reporting requirements and assess reporting impacts across products, legal entities, and business activities.
• Coordinate with Treasury, Risk, Capital Planning, Financial Control, Liquidity Reporting, and Business teams to gather supporting data and resolve reporting issues.
• Support governance and control processes around regulatory reporting, including variance analysis, edit check reviews, attestation support, documentation and procedure maintenance, and internal and external audit requests.
• Assist with implementation and enhancement of regulatory reporting systems, automation initiatives, and data quality controls.
• Support stress testing and capital planning processes related to regulatory submissions and management reporting.
• Maintain strong understanding of applicable banking regulations, reporting instructions, and evolving regulatory guidance.
• Participate in regulatory exams, internal audits, and remediation initiatives as needed.

• Bachelor’s degree in Accounting, Finance, Economics, or related field.
• 5‑7 years of experience in bank regulatory reporting, financial reporting, or bank finance.
• Strong working knowledge of FFIEC Call Reports, FR Y‑14A reporting, FR 2900 reserve reporting, FR 2644 reporting requirements, U.S. GAAP, and bank balance sheet products.
• Familiarity with U.S. banking regulatory framework applicable to large financial institutions and insured depository institutions.
• Strong analytical and reconciliation skills with high attention to detail.
• Experience working with large data sets and financial reporting systems.
• Advanced Excel skills required; experience with SQL, AxiomSL, Workiva, OneSumX, or similar regulatory reporting platforms preferred.
• Ability to manage multiple deadlines in a fast‑paced regulatory environment.
• Strong written and verbal communication skills with ability to interact effectively across Finance, Risk, Treasury, and Operations teams.

• Experience supporting CCAR / stress testing processes.
• Prior experience at a large bank, bank holding company, or regulatory consulting firm.
• Understanding of liquidity, capital, and balance sheet reporting concepts.
• CPA or CFA designation is a plus.

Expected base pay rates for the role will be between $90,000 and $155,000 per year at the commencement of employment. Compensation will be determined on an individualized basis and is only part of the total compensation package, which 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.