Morgan Stanley

Financial Control & Reporting Director – Advisory Consulting Group

Morgan Stanley

full-time

Posted on:

Location Type: Office

Location: New York City • New York • 🇺🇸 United States

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Salary

💰 $85,000 - $135,000 per year

Job Level

Lead

Tech Stack

OraclePythonSQLTableau

About the role

  • Collaborate with a varied group of colleagues in Finance and across the Firm
  • Responsible for and lead aspects of individual and team deliverables and projects, leveraging in-depth knowledge of Finance functional area, product and/or client segments
  • Adhere to the Firm's risk and regulatory standards, policies and controls; proactively identify ways to reduce risk in work
  • Act as a culture carrier; embody and set an example of the Firm's values and hold yourself and others accountable to Firm Standards
  • Produce, maintain and automate detailed analyses on the full swath of financial metrics that are relevant to Wealth Management (WM) and Firm initiatives
  • Manage a team that produces reporting for the firms largest business product
  • Responsible for reporting and budgeting on publicly reported metrics such as Consulting Group Flows
  • Cross-functional role working and learning with other teams to gain key insights. Including but not limited to: Business Management, Product, Accounting, Bank, Strategy, Data, offshore teams, etc.
  • Develop enhanced analyses through partnership and collaboration to drive greater transparency, business performance evaluation and business strategy formulation
  • Additional ad hoc analyses and recurring reporting as necessary

Requirements

  • In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
  • B.A./B.S. in relevant field
  • 4+ years of relevant experience
  • A high aptitude for numbers and a quick grasp of new applications and technology
  • Must be willing to learn, grow and remain agile
  • Experience working effectively with large data sets, clearly articulating multifaceted results and responding to questions
  • A desire to work in a team-based environment and contribute as a team player
  • Extremely proficient with both Microsoft Excel & PowerPoint
  • Experience with Dataiku, IBM Planning Analytics (TM1), SAP Business Objects, UiPath, Oracle Essbase, and Tableau preferred.
  • Knowledge of advanced aggregation tools, namely: Macros, SQL or Python are a plus.
Benefits
  • attractive and comprehensive employee benefits and perks in the industry

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial analysisreportingbudgetingdata analysisSQLPythonMacrosdata visualizationautomationadvanced aggregation tools
Soft skills
collaborationteamworkaccountabilitycommunicationadaptabilityproblem-solvingleadershipattention to detailagilityinterpersonal skills
Certifications
B.A./B.S. in relevant field
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