Wealth Management Finance – National Sales Controller - Senior Manager

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Morgan Stanley USA
  • 20 Feb 18 2018-02-20

Wealth Management Finance – National Sales Controller - Senior Manager

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. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

The Financial Control Group (FCG) is responsible for overseeing the accounting and financial and regulatory reporting for the Firm. FCG prepares external financial reports for public filings and regulators. For internal reporting FCG, along with Financial Planning and Analysis (FPA), summarizes, plans and forecasts the organizations financial position, including income statements, balance sheets, and analyses of future revenues, expenses and earnings. FCG is comprised of Business Unit Controllers, Infrastructure Controllers, Accounting, Regulatory and Reporting groups, and Valuation Review

Responsibilities Include:
Accounting support functions, which include but are not limited to:
-Month end close
-Balance sheet reconciliations
-Variance analysis and ad-hoc reporting
-Procedure documentation
-Ad-hoc projects/requests

Handle and coordinate audit inquiries from:
Internal Audit
-Regulatory Reporting

Work with business partners across the firm including but not limited to:
-Financial Advisor Compensation
-Business Unit CFOs


- Bachelors Degree in Accounting
- 7-9 years experience, 3+ years accounting experience
- Excellent communication skills
- Ability to multi-task
- Ability to work independently, as well as part of a team
- Strong accounting and analytical skills
- Knowledge of Microsoft Excel and Microsoft Access
- Experience managing a staff