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Vice President, Wealth Management Financial Planning and Analysis
Morgan Stanley
New York, NY, United States
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Description
Morgan Stanley Services Group Inc seeks a Vice President, Wealth Management Financial Planning and Analysis in New York, New York
Serve as a key member of the Financial Control Group (FCG), which is responsible for overseeing the accounting and financial and regulatory reporting for the Firm. Take ownership of the multi-year forecast consolidation, which feeds into the Firm’s CCAR and Resolution Plan submissions. This includes PPNR Modeling, scenario design, and earnings risk assessment. Coordinate internal management reporting and external shareholder and statutory reporting, including but not limited to quarterly performance reviews, earnings release, and regulatory reporting. Drive both segment and legal entity reporting both from an actual results reporting and projection perspective. Own various Oracle Essbase databases used for reporting and forecasting.
Qualifications
Requirements:
Requires a Bachelor’s degree in Business Administration, Economics, Finance, or related field of study and four (4) years of experience in the position offered or four (4) years of experience as an Analyst, Associate, Manager, or related occupation. Will accept a 3- or 4-year Bachelor’s degree. Will accept any amount of experience with: wealth management and private banking business including how wealth management generates income and typical expenses incurred, balance sheet and funding structure, services and products provided by a full service brokerage, and covered client segments; financial statements including income statement and balance sheet; accounting concepts including treatment of securities held for trading, available for sale, and held to maturity, concept of accruals and deferrals, goodwill/intangible asset impairment, and amortization; MS Office; liaising with senior management; consolidation concepts including segment and legal entity consolidation; Oracle Essbase including Essbase Administration Services and Essbase Studio; and SAP Business Objects
Qualified Applicants:
To apply, visit us at http://www.morganstanley.com/about/careers/careersearch.html Scroll down and enter 3116247 as the “Job Number” and click “Search jobs.” No calls please. EOE