Introducing Morgan Stanley At Work

We know a lot about investing and are certain that that there’s no better investment a company can make than in its employees. People don’t just drive a company, they are the company. So when people work at their best, companies do too. Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity, Financial Wellness and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits.

What you’ll be part of – our Morgan Stanley at Work culture:

At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow – a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients’ expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard.

We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team.

Shareworks by Morgan Stanley and Equity Edge Online® (EEO) are key offerings within our Equity Solutions pillar. These offerings combine cutting-edge technology, outstanding client service, streamlined administration, and global plan management. Shareworks provides clear and actionable ways to make equity plans more personal, so employees at all levels of a company can fully experience the many benefits of shared ownership. It simplifies the complexities of equity plan management, while helping employees realize the full potential of their benefits. As its name implies, Equity Edge Online gives companies an edge in equity plan management. It delivers powerful functionality that elevates performance and efficiency, motivating workforces to realize the full value of their awards and benefits – no matter where they are on their financial journey.

Financial Reporting Specialist Responsibilities

The Financial Reporting Specialist will be part of the U.S Public Equity Solutions business within the Morgan Stanley at Work organization. U.S Public Equity Solutions is responsible for the engagement, onboarding and day to day service management of corporate clients and their equity administration plan terms and associated service offerings. The candidate will work cross-functionally towards a goal of successful end-to-end delivery of onboarding projects with a focus on financial reporting capabilities, bringing a willingness to do what it takes to get onboarding projects done in a timely and accurate manner. The candidate will build exceptional relationships with both immediate and cross-functional teams. They will thrive in a fast-paced and evolving environment focusing on all aspects of client readiness and support for clients as they move through the full lifecycle of Onboarding activities onto the Morgan Stanley at Work equity administration platforms.

Reporting to the Financial Reporting Team Lead (Onboarding), this position is responsible for ensuring efficient and accurate financial reporting project Onboarding while providing hands-on expense reporting support and expertise to both internal and external stakeholders. General responsibilities of the role are focused on the financial reporting aspect of onboarding but also include helping to develop and document expense reporting best practices to share this knowledge with colleagues and clients with regards to equity administration systems. This role does not provide accounting, tax or legal advice as part of consulting services.

The Financial Reporting SpecialistLeveraging existing knowledge of financial reporting in order to educate and support clients through the Onboarding process
Interpreting client’s reporting and data requirements to determine how to best meet needs during onboarding and Onboarding
Analyzing / troubleshooting to determine the root cause of a client’s equity expensing and reporting issue(s) during Onboarding
Providing hands-on support for clients with regards to financial reporting in equity administration systems, including but not limited to:
Data uploads
Equity administration system financial reporting set-up as per IFRS & GAAP guidelines
Data analysis
Expense reconciliation
Report generation
Carrying a level of project capacity within a general onboarding queue, ensuring projects are completed in an accurate and timely fashion
Establishing and maintaining realistic and achievable project schedules, including helping to identify and overcome roadblocks as required
Developing and documenting appropriate processes in relation to financial reporting and where necessary within the role, while identifying opportunities for improvement and working to implement them
Working to understand and recognize financial reporting best practices and providing education to colleagues and clients
Attaining and maintaining a high level of knowledge of equity-based compensation plans and their Onboardings, with a focus on Financial Reporting, with the ability to act as a trusted advisor to clients and internal stakeholder
Participating as a subject matter expert at conferences and client meetings, delivering virtual presentations on equity compensation tools and services, as necessary
Training and transfer of software and equity knowledge to both clients and internal partners, assisting in the documentation of training materials as needed
Engaging with clients where necessary about the importance and impact of the financial reporting functionality, articulating a clear explanation of our financial reporting value proposition to prospective and / or existing clients
A diploma or bachelor’s degree in Finance, Accounting, Economics Commerce or similar is preferred
Minimum 3 years of experience in financial services or the FinTech industry
Experience with Shareworks, Equity Edge Online, or equity compensation administration a definite asset
Completion of or enrollment in the CEP Program is an asset
Knowledge of the valuation of stock options and other award types is an asset
Strong technical understanding of equity compensation (ASC 718) accounting and reporting requirements is valued
Experience with complex share and expense reconciliations and analysis of differences is an asset
Proven success in communicating clearly with clients for the purposes of training and providing exceptional service
Effective team collaboration and the ability to partner with other functional teams
Excellent organizational skills with the ability to multi-task
Strong ability to plan and manage multiple projects in parallel
Intermediate understanding of finance and accounting concepts, specifically equity compensation, is highly preferred
Intermediate to advanced Excel skills for data manipulation purposes
Demonstrated proficiency with technology and technical concepts, including but not limited to the Microsoft office suite, including Intermediate level Excel
Strong analytical, attention-to-detail, and problem-solving skills
Proven success working in highly collaborative, team-centric environments is a must
Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities

While we thank all applicants for their interest, please note that only those individuals selected for an interview will be contacted.

This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccinations within 3 days of commencement of employment.

Posting Date

Sep 5, 2022

Primary Location

Americas-Canada-Alberta-Calgary

Education Level

Bachelor’s Degree

Job

Wealth Management

Employment Type

Full Time

Job Level

Assistant Vice President