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Shareworks by Morgan Stanley - Financial Reporting Specialist

Company: Morgan Stanley
Location: Tempe
Posted on: June 8, 2021

Job Description:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 43 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions, and individuals.

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 prosper.

Corporate and Institutional Solutions (CIS) is a division within Morgan Stanley Wealth Management comprised of Corporate & Digital Solutions, Morgan Stanley @ Work, Virtual Client Solutions, Reinvestment, and Strategic Client Management. The overall goal and vision of CIS is to create a corporate experience and a consistent corporate employee ("participant") experience and to engage them throughout their financial life journey that will ultimately lead to a furthering and deepening of their Morgan Stanley Wealth Management relationships. Our approach will be highly scalable, leveraging an omni-channel strategy with an emphasis on messaging, onboarding, cross-selling, activation and servicing. Our goal will be to drive growth across all client segments, including the Mass-Affluent, with new digital capabilities.

For 85 years, Morgan Stanley has been a global leader in financial services, with the scale and stability to bring its clients valuable opportunities. Within its Wealth Management division, Morgan Stanley at Work (MSAW) delivers workplace financial solutions for organizations and their employees.

Client Success Management Overview:

The Client Success Management (CSM) organization provides ongoing corporate client stock plan servicing on both the Shareworks and Equity Edge Online platforms, for corporate clients who either choose to outsource the support of critical functions of equity compensation, as well as those who elect to maintain administrative responsibilities within their corporation. Operating with deep business acumen and robust platform knowledge, the CSM organization supports corporate clients with daily, monthly and annual event processing and case management. Team members research and respond to client inquiries and issues, in a timely manner, complying with internal SLAs and ensuring a positive client experience. Operating with a "One team" mindset, the CSM organization supports the new client Onboarding and Go-to-market teams with servicing inquiries for seamless client support. The mission of the CSM organization is to deliver best in class service, ease of use, and flawless execution, resulting in the establishment of trusted partnerships with clients.

The Financial Reporting Specialist role supports the CSM organization with financial reporting escalations & education. Applying equity compensation and accounting expertise in the delivery of advanced financial reporting solutions, this role serves as both direct internal support and in a client-facing capacity as needed. The Financial Reporting Specialist partners with various internal teams, including Product Development, Onboarding, and Relationship Management to deliver industry leading solutions and services to equity compensation support Clients.

The Financial Reporting Specialist:

  • Actions escalated and complex financial reporting requests from the CSM team
  • Leads recurring teach-back & coaching sessions with the CSM organization to build an enhanced base knowledge level of financial reporting as it relates to equity compensation
  • Supports Valuation Reporting
  • Supports Monthly balancing of Client plans
  • Processes timely and accurate data updates, data manipulation and data management by updating the software per client instruction
  • Ensures accurate and timely responses to all equity related inquiries and corrections internally and externally
  • Develops knowledge of data flows between interfacing systems in support of issue resolution and inquiry response
  • Participates in sales presentations, as needed
  • Participates in product testing and validation to identify and document system issues as well as suggests enhancements, as needed
  • 5 years of equity compensation administration and prior B2B experience
  • CPA is a plus, but not required
  • Experience with global equity plans, complex plans such as restricted stock units/awards, swaps/reloads, performance vesting/awards, etc.
  • Commitment to successfully complete Shareworks Masters Certification Level within one year
  • Certified Equity Professional (CEP) program is preferred or commitment to obtain designation within two years
  • Series 7 License, or Accounting background is ideal, but not required
  • Able to nimbly manage multiple projects, with high level of customer focus
  • A passion for providing proactive client-focused solutions
  • Collaborative and highly effective in partnering with internal teams for seamless support of clients
  • Highly attentive to client needs and requests, able to identify and address proactively
  • Strong project management and organization skills
  • Willing to go above and beyond, while maintaining a positive attitude
  • Strong analytical, problem solving skills, and proven attention to detail
  • Able to work under pressure, retaining focus
  • Ability to assist in the development and improvement of internal and external processes
  • Excellent verbal and written communication skills.
  • Must be well-versed in finance & accounting terminology

Keywords: Morgan Stanley, Tempe , Shareworks by Morgan Stanley - Financial Reporting Specialist, Other , Tempe, Arizona

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