Morgan Stanley

Corporate Consolidation & Financial Reporting - Associate/AVP

Morgan Stanley$90K — $155K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting or similar field
  • 3-7 years of relevant experience
  • Strong analytical skills for summarizing complex issues
  • Proficient in Excel, Pivot tables, and Macros
  • Familiarity with financial systems, particularly SAP-BPC/EPM
  • Ability to work under tight deadlines in a fast-paced environment
  • Adaptable to changes in reporting demands

Responsibilities

  • Support compliance with client requirements and internal policies
  • Perform monthly equity pickup process
  • Reconcile month-end breaks for equity and related party transactions
  • Review and confirm proper elimination and consolidation of accounts
  • Conduct account reconciliations and attestations
  • Provide qualitative monthly analysis on equity and non-controlling interests
  • Collaborate on ad hoc analyses and special projects

Benefits

  • Participation in incentive compensation and discretionary bonuses
  • Access to Morgan Stanley sponsored benefit programs
  • Opportunities for ongoing process improvements
  • Exposure to global business finance interactions
  • Collaboration with other finance professionals on impactful projects
Full Job Description
We are looking for an experienced professional to join our team as a associate/director in the Corporate Consolidation and Reporting Group. The team is responsible for the accuracy and control of the Firm's books and records to produce the consolidated Firm, segment, and legal entities financial statements.

In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is an Associate/Director position within our Corporate Controllers, Reporting & Accounting Job Family which is responsible for the accuracy and control of the Firm's books and records to produce the consolidated firm, segment and legal entities financial statements, including development, management and oversight of financial accounting & reporting systems as well as database management, including capital and liquidity reporting and external reporting functions.

**This is not a senior level role. Qualified candidates will have 3-7 years of experience**

What you'll do in the role:
  • Support the accounting control framework by ensuring compliance with both client requirements and internal policies.
  • Perform the Firm's monthly equity pick up process.
  • Reconcile month-end breaks related to equity and related party transactions.
  • Review reference data to confirm parent-subsidiary accounts are properly eliminated and consolidated.
  • Perform account reconciliations and attestations.
  • Prepare and provide qualitative monthly analysis to stakeholders across Finance and the Firm concerning equity and non-controlling interests.
  • Collaborate with other finance controllers on ad hoc analyses and special projects, delivering detailed financial reports and high-quality insights.
  • Assist with ongoing process improvements.


What you'll bring to the role:
  • Bachelors degree in accounting or similar field
  • Ability to meet tight deadlines while ensuring data integrity while working in a fast-paced environment
  • Strong analytic capabilities, including ability to summarize complex business issues and detailed analysis with clarity and brevity
  • Superior Excel, Pivot tables, Macro, and general MS Office skills
  • Understanding of financial systems, reporting and business processes (SAP-BPC/EPM preferred)
  • 3-7 years of experience
  • Adaptable to the changing demands of a reporting environment while being responsive to the needs of management


Expected base pay rates for the role will be between $90,000 and $155,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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