Wealth Management Finance Business Unit Controller

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.

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

Team Profile
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.

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

Responsibilities

As part of the Business Unit Controller function, you will support the Morgan Stanly 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.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.

We're committed to bringing passion and customer focus to the business.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.