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Senior Consulting Manager, Financial Reporting Solutions (VP level)

Morgan Stanley

Morgan Stanley

Investment Banking

Purchase, NY - USA

Senior Specialist / Project Manager

Experteer Overview

In this Senior Consulting Manager role, you will act as a subject-matter expert in equity compensation expensing and financial reporting, supporting clients through EEO or Shareworks. You’ll serve multiple clients, interpret reporting needs, troubleshoot expensing and reporting issues, and deliver training on equity reporting. You will help articulate our value proposition, build strong client relationships, and contribute to internal and external training efforts. The work combines client service, subject-matter leadership, and opportunities to present at conferences and client meetings, within a collaborative Morgan Stanley at Work environment.

Responsibilities

  • Explain our financial reporting value proposition to clients and prospects
  • Build and maintain relationships with key business decision makers
  • Identify services to meet client needs and define best practices
  • Document FAQs and solutions for financial reporting topics
  • Create training materials to expand Shareworks and EEO knowledge and deliver internal training
  • Assist with external documentation and training to enhance client reporting
  • Research, reconcile and resolve client-reported reporting issues
  • Deliver presentations at conferences and client meetings on equity compensation and MS at Work tools

Key requirements

  • Bachelor’s degree in Accounting, Finance, or business-related field (Master’s degree a plus)
  • 7+ years in public accounting, SEC reporting, FP&A and/or equity compensation
  • Strong client-facing experience with ability to provide innovative solutions
  • Effective training and mentoring abilities
  • Proven leadership, project management, and cross-functional collaboration skills
  • Strong communication skills and client satisfaction focus
  • Willingness to travel up to 10%
  • CPA preferred

Description

In this Senior Consulting Manager role, you will act as a subject-matter expert in equity compensation expensing and financial reporting, su…
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