Wealth Management Finance Business Unit Controller – Director

Job Description

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 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.

Responsibilities

As part of the Business Unit Controller function, you will support the Morgan Stanley at Work and Wealth Management Canada business units. This position will be responsible for the following:

• Prepare budgeting, forecasting, and key metric reporting for Morgan Stanley at Work and Wealth Management Canada, collaborating with Finance and cross-functional stakeholders.
• Develop financial and non-financial analysis, and present results for Morgan Stanley at Work key metrics.
• Assist with quarterly due diligence process, ensuring accurate reporting, compliance and risk assessments to support internal and external stakeholder requirements.
• Partner with business stakeholders to support strategic initiatives and product growth.
• Assist with business initiatives, including new product support, acquisitions & divestitures, and data analysis.
• Ad hoc analysis and support as required from time to time.

Qualifications

• Bachelor's degree with focus on Accounting and/or Corporate Finance with 6+ years of work experience.
• Results-oriented with capacity and desire to work at strategic level.
• Strong analytical and interpersonal skills.
• Ability to communicate effectively, both written and verbal.
• Ambitious, self-motivated individual, strong work ethic, positive attitude and the ability to work both independently and as part of a team.
• Strong partnership skills and ability to interact across different support groups, including presenting to junior and senior levels of the Firm.
• Technical skills, including proficiency in Microsoft Excel & PowerPoint, Tableau, or other similar financial & data software programs.
• Effective time management, ability to meet tight deadlines and balance multiple tasks.

Role will require in office attendance 3-5 days/week.