Director Change Agent - US Banks External Reporting

Position Description

Morgan Stanley Bank NA (MSBNA) and Morgan Stanley Private Bank (MSPBNA) are nationally chartered banks and material operating subsidiaries of Morgan Stanley. These entities are regulated by the Office of the Comptroller of the Currency (OCC) and the Federal Deposit Insurance Corporation (FDIC).

The Bank Regulatory Reporting team, within the Finance division, is responsible for regulatory capital calculations, forecasting, and reporting for MSBNA and MSPBNA. This Director (P3) role provides leadership across capital allocation, regulatory capital reporting, and stress testing activities, with responsibility for delivering high quality analysis, driving process enhancements, and supporting senior management and regulatory stakeholders.

Key Responsibilities
> Drive the change and transformation agenda for external GAAP reporting and legal entity controllership across Morgan Stanley's U.S. Banks, with a primary focus on automation, process simplification, and control effectiveness across the close and reporting lifecycle.
> Lead initiatives to automate and streamline close, consolidation, and reporting processes, reducing manual effort, operational risk, and cycle times while improving data quality and transparency.
> Partner with Technology, Data, and Firmwide Finance teams to enhance reporting infrastructure, including upstream data sourcing, system integrations, reconciliations, and reporting tools used for GAAP reporting.
> Execute and support quarterly and annual close activities, with responsibility for improving process design, documentation, and execution discipline.
> Identify, assess, and remediate process inefficiencies, control gaps, and recurring issues within legal entity reporting, ensuring solutions are scalable and sustainable.
> Support preparation and review of MSBNA GAAP financial statements and external reporting deliverables, including balance sheet, P&L, equity, and disclosures, with an emphasis on improving how results are produced and validated.
> Enhance governance, controls, and documentation supporting MSBNA GAAP reporting, including process maps, control descriptions, testing support, and audit readiness.
> Support MSBNA external reporting deliverables by improving data flows, reconciliations, and linkage between GAAP, management, and regulatory views.
> Partner with internal and external auditors on walkthroughs, testing, and issue resolution, with a focus on process improvement and control design rather than audit response execution alone.
> Act as a change agent promoting standardization, best practices, and continuous improvement across legal entity reporting processes.
> Escalate risks and issues proactively and support remediation efforts under VP and ED leadership.

Qualifications Required
> Bachelor's degree in Accounting, Finance, or a related field.
> 5+ years of relevant experience in bank regulatory reporting, capital reporting, or financial analysis.
> Strong understanding of bank regulatory capital frameworks and reporting requirements.
> Solid knowledge of U.S. GAAP and financial reporting principles.

Skills Desired
> Experience with data modelling and investigation with the ability to identify issues, develop and implement practical solutions.
> Ability to understand and evaluate processes and key controls. Experienced in implementing change effectively.
> Strong analytical and problem solving skills with the ability to interpret complex financial and regulatory data.
> Proven ability to manage multiple priorities in a deadline driven environment with a high degree of accuracy.
> Effective written and verbal communication skills, with experience presenting to senior management.
> Self directed leader with a strong work ethic, collaborative mindset, and ability to mentor junior team members.
> Experience with process automation, using Alteryx, Axiom, TM1, AI or any other technologies.

What you can expect from Morgan Stanley:

We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren’t just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you’ll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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. To learn more about our offices across the globe, please copy and paste into your browser.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste into your browser.

Expected base pay rates for the role will be between $90,000 and $155,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is

only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

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