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Vice President - Branch Chief Financial Officer Team
Morgan Stanley
Purchase, NY, United States
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Description
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.
The Vice President for the Branch Chief Financial Officer (CFO) Team will have the following responsibilities:
• Provide CFO support to Client Advisory Center and Digital businesses, while also supporting home office business areas.
• Partner closely with Technology, Office of Business Management, and support branch inquiries on product reporting
• Lead a team of finance professionals to partner with the business and provide strategic advice and reporting for a growing segment
• Work closely with planning and analysis team on business forecasting and budgeting
• Strong knowledge of Accounting preferred and working knowledge of Wealth Management products
• Collaborate on developing new analyses to support business performance evaluation, and partner on business strategy formulation
Qualifications
• 10+ years experience in finance or business management. Knowledge related to the Wealth Management business preferred.
• Have a proven ability to lead and multitask including oversight of several special projects and change initiatives
• Have proven experience developing partnerships with and successfully coordinating across various Business and Finance partners and stakeholders
• Strong listening and verbal/written communications with ability to tailor message to audience
• Proven ability to work across departments to influence others and build strong relationships
• Strong people management skills with experience leading teams
• Ability to work independently and possess a strong sense of accountability/ownership
• Ability to use desktop tools to develop presentations for senior management-working knowledge of MS Office, particularly excel and PowerPoint