Senior Consulting Manager, Financial Reporting Solutions (VP level)

About this role

Introducing Morgan Stanley at Work:  

We know a lot about investing and are certain there’s no better investment a company can make than in its employees. People don’t just drive a company ;   they are the company.   So   when people work at their best, companies do too.   Morgan Stanley at Work , a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent. Our end-to-end   offering   spans Equity, Financial Wellness and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits.    

What you’ll be part of – our Morgan Stanley at Work culture:  

At Morgan Stanley at Work, we   walk   the talk. We have created a place for our employees to learn, achieve and grow – a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients’ expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard.    

We value differences and are committed to providing a work environment where our people can do their best work. We   look   for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team.    

U.S. Public Equity Solutions:  

U.S. Public Equity Solutions is responsible for the engagement, onboarding and day-to-day service management of corporate clients and their equity administration plan terms and associated service offerings.  

Financial Reporting Solutions - Senior Consulting Manager   Role :  

The   Financial Reporting Solutions - Senior Consulting Manager is part of   the Financial Reporting Solutions Practice within the Morgan Stanley at Work organization.   The Financial Reporting Senior Consulting Manager does not provide accounting, tax or legal advice as part of the consulting services that his or her team provides. This position will   report   into   the Practice Leader for Financial Reporting Solutions.  

The Financial Reporting Solutions - Senior Consulting Manager is a subject matter expert in equity compensation   expensing   and financial reporting.  In this role, you will serve as a dedicated resource to multiple clients, assisting them with utilizing Equity Edge Online (EEO) or   Shareworks   for their   expensing   and financial reporting needs.  Client’s needs and challenges vary; you will often interpret   client's   reporting and data requirements to determine how to best meet the desired   expensing   in EEO or   Shareworks .  The Senior Consulting Manager may also need to troubleshoot and determine the root cause of a client’s equity   expensing   and reporting issue(s).  A large component of the role is custom er   service followed by training and transfer of EEO or   Shareworks   and equity knowledge to the client, as well as supporting internal partners. This role includes opportunities to present at conferences, client meetings, and deliver virtual presentations on equity compensation and Morgan Stanley at Work’s tools and services.   

The Financial Reporting Solutions - Senior Consulting Manager   Responsibilities :   

• Provides a clear, compelling and articulate explanation of our financial reporting value proposition to prospective and/or existing clients  

• Develops and maintains strong working relationships with key business decision makers  

• Develops   key industry contacts that will assist in building effective relationships and support the close of sales or strengthen existing client relationships  

• Helps identify services to meet client needs, define methodologies and best practices to deliver those services, and participate in industry events as a subject matter expert  

• Identifies and document FAQs and solutions for financial reporting topics and best practices  

• Creates   materials and conduct internal training to expand   Shareworks   and   EEO financial reporting knowledge  

• Assists with external documentation and training efforts to enhance client’s reporting experience  

• Researches , reconciles and resolves reporting issues submitted by   c lients  

Qualifications:  

• Bachelor’s degree in Accounting , Finance, or business-related field is required, with a   Master’s   degree as a plus  

• 7+ years of combined experience in public accounting, SEC reporting, FP&A and/or equity compensation  

• Experience in customer service and/or a client-facing role with a strong aptitude for understanding and responding to client needs with innovative solutions based on knowledge of businesses, products, services and external factors (e.g., regulatory, economic, and industry trends)  

• Effective in training and developing other team members in complex reporting solutions  

• Proven technical, client engagement, and project leadership skills  

• Keen   focus   on client satisfaction, striving to meet and exceed the expectations of clients while building strong relationships and developing guidelines to improve client interactions  

• Strong organizational skills with the ability to multi-task across multiple assignments  

• Excellent verbal and written communication skills in a variety of client settings, articulately answering client questions and requests   

• Strong leadership skills, supporting other consultants by leading by example and creating an inclusive team environment   

• Proven ability to influence cross-functional t

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