Finance (Finance) Job Level - Director

Join to apply for the Finance (Finance) Job Level – Director role at Lombard Counseling and Psychological Services .

Join to apply for the Finance (Finance) Job Level – Director role at Lombard Counseling and Psychological Services .

Team Profile
The Financial Control Group (FCG) is responsible for overseeing the accounting, 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 organization’s 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 Prime Brokerage (PB) Controller team supports the PB business, which houses Morgan Stanley’s Delta One Structured Products (DSP) and client International Prime Brokerage (IPB) businesses. The Prime Brokerage business offers a collection of services to hedge funds & asset managers. These include trade execution and settlement, financing and stock lending, custody of assets, reporting (including portfolio analytics and risk management) and setting up of their company (infrastructure and technology). These services generate individual revenue streams from margin interest, stock lending, rehypothecation and transaction fees. The DSP team is responsible for the monitoring, reconciliation and control of Revenues and Balance Sheet. The role has a global reach, dealing with the EMEA business along with the businesses in North America, Hong Kong and Japan. This is an exciting and innovative space with new technology and STP systems in Finance. The team is therefore able to focus time on value added services to meet internal client needs and develop and design reporting analytics with global counterparts.

Primary Responsibilities

• Providing coverage for guardianship of the books and records including daily Profit and Loss sign offs and Regulatory submissions;
• Supporting and collaborating with the Business Unit (BU), Client Services, Legal Entity Controllers, Product Controllers, IT, and Operations across daily functions and various initiatives;
• Preparation of weekly and monthly reporting for the BU and global senior management;
• Enhancement of reconciliations and analysis to create efficiencies and strengthen the control framework;
• Reconciliation and ownership of dividend tax related balances and related monthly and quarterly reporting.

Skills required:

• Product Control experience preferably in the Prime Brokerage business;
• Highly numerate;
• Detail oriented and well organised;
• Strong communication skills;
• Analytical mind-set and strong problem solving skills;
• Demonstrated ability to deliver technical improvements;
• Strong desire and capacity to learn with a tenacious mentality;
• Proven track record to manage multiple deliverables and maintain focus under pressure;
• Understanding of Balance Sheet and Funding desirable;
• Background in dividend withholding tax would be a significant plus;
• Part Qualified ACA, CIMA or ACCA preferable;
• Alteryx and Power BI skills preferred.

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 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.

Certified Persons Regulatory Requirements
If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Flexible work statement
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance

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