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Senior Consulting Manager, Financial Reporting Solutions – VP Level
Morgan Stanley. Serve as a subject matter expert in equity compensation expensing and financial reporting .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in equity compensation expensing and financial reporting, with strong capabilities in client engagement, training, and problem-solving. Proficient in utilizing Shareworks and Equity Edge Online to deliver innovative solutions and maintain client relationships.
Highest-signal resume keywords
Equity Compensation Accounting (ASC 718)Client EngagementShareworksEquity Edge OnlineProject Leadership
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingEquity CompensationComplex Share ReconciliationExpense AnalysisSEC ReportingFP&AAccounting PrinciplesData InterpretationProblem Solving
Soft Skills
Customer ServiceCommunicationOrganizational SkillsLeadershipTraining and Development
Tools & Technologies
ShareworksEquity Edge OnlineFinancial Reporting Solutions
Certifications & Qualifications
CPAMaster's Degree
Industry Keywords
Equity CompensationFinancial ReportingPublic AccountingClient-Facing RoleTax ConceptsLegal Concepts
About the role
Key responsibilities & impact- Serve as a subject matter expert in equity compensation expensing and financial reporting
- Assist multiple clients with Equity Edge Online or Shareworks for expensing and financial reporting needs
- Interpret client reporting and data requirements to determine appropriate solutions
- Troubleshoot and determine root causes of equity expensing and reporting issues
- Provide customer service, training, and knowledge transfer to clients and internal partners
- Present at conferences, client meetings, and virtual presentations
- Explain the financial reporting value proposition to prospective and existing clients
- Develop and maintain relationships with key business decision makers and industry contacts
- Identify services, methodologies, and best practices to meet client needs
- Identify and document FAQs and solutions for financial reporting topics
- Create materials and conduct internal training on Shareworks and Equity Edge Online financial reporting
- Support external documentation and training efforts
- Research, reconcile, and resolve client reporting issues
- Report to the Practice Leader for Financial Reporting Solutions
Requirements
What you’ll need- Bachelor’s degree in Accounting, Finance, or business-related field is required
- 7+ years of combined experience in public accounting, SEC reporting, FP&A and/or equity compensation
- Experience in customer service and/or a client-facing role
- Aptitude for understanding and responding to client needs with innovative solutions
- Experience training and developing team members in complex reporting solutions
- Proven technical, client engagement, and project leadership skills
- Strong organizational skills and ability to multitask across multiple assignments
- Excellent verbal and written communication skills
- Strong leadership and cross-functional influence skills
- Ability to identify risks and issues and independently problem solve
- Strong technical understanding of equity compensation (ASC 718) accounting and reporting requirements
- Knowledge of equity-related accounting, tax, and legal concepts, domestic and international
- Knowledge of Shareworks, Equity Edge Online and/or other stock plan administration systems
- Experience with complex share and expense reconciliations and analysis
- Ability and willingness to travel up to 10%
- CPA preferred
- Master’s degree preferred/plus
Benefits
Comp & perks- Comprehensive employee benefits and perks
- Benefits and perks supporting employees and their families
- Opportunities for career growth and internal mobility
- Inclusive work environment
- Professional development and employee growth opportunities