Senior Consulting Manager, Financial Reporting Solutions (VP level)

About the role

Financial Reporting Solutions - Senior Consulting Manager is part of the Financial Reporting Solutions Practice within Morgan Stanley at Work. This position reports to the Practice Leader for Financial Reporting Solutions and serves as a subject-matter expert in equity compensation expensing and financial reporting. The role does not provide accounting, tax, or legal advice but assists clients with utilizing Equity Edge Online (EEO) or Shareworks for their expensing and financial reporting needs.

A large component of the role is customer service, training, and knowledge transfer to clients, as well as supporting internal partners. This role includes opportunities to present at conferences, client meetings, and deliver virtual presentations on equity compensation and Morgan Stanley at Work’s tools and services.

Responsibilities

• Provide a clear, compelling, and articulate explanation of our financial reporting value proposition to prospective and/or existing clients.
• Develop and maintain strong working relationships with key business decision-makers.
• Build key industry contacts to support relationship-building and sales efforts.
• Identify services to meet client needs, define methodologies and best practices, and participate in industry events as a subject-matter expert.
• Identify and document FAQs and solutions for financial reporting topics and best practices.
• Create materials and conduct internal training to expand Shareworks and EEO financial reporting knowledge.
• Assist with external documentation and training efforts to enhance the client’s reporting experience.
• Research, reconcile, and resolve reporting issues submitted by clients.
• Interpret client reporting and data requirements to determine optimal expensing solutions in EEO or Shareworks.
• Troubleshoot and determine the root cause of equity expensing and reporting issues.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a business-related field is required; Master’s degree is a plus.
• 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 with a strong aptitude for understanding and responding to client needs.
• Proven technical, client engagement, and project leadership skills.
• Strong organizational skills with the ability to multi-task across multiple assignments.
• Excellent verbal and written communication skills in a variety of client settings.
• Strong leadership skills, supporting other consultants by leading by example and creating an inclusive team environment.
• Ability to proactively identify potential risks and issues along with solutions, independently engaging resources to problem-solve.
• Self-directed and results-oriented, setting clear and realistic goals to address client needs and exceed service delivery expectations.
• Strong technical understanding of equity compensation (ASC 718) accounting and reporting requirements.
• Knowledgeable about equity-related accounting, tax, and legal concepts, both domestic and international in scope.
• Strong teamwork skills with the ability to problem-solve, learn quickly, share knowledge, and adapt to changing priorities.
• Enthusiastic and creative individual comfortable rapidly engaging in new client environments and seeking new communication methods.
• Knowledgeable on Shareworks, Equity Edge Online, and/or other stock plan administration systems.
• Experienced with complex share and expense reconciliations and analysis of differences.
• Ability and willingness to travel up to 10%.
• CPA preferred.

Skills

• Problem-solving and empathetic listening.
• Team collaboration and inclusive leadership.
• Influencing cross-functional teams without formal authority.
• Continuous improvement mindset.

About Morgan Stanley at Work

Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty, and help corporate clients attract and retain top talent. Our end-to-end offering spans Equity, Financial Wellness, and Retirement Solutions, along with Financial Empowerment tools and support for employees.

We value differences and are committed to providing a work environment where employees can thrive both personally and professionally. Our culture encourages learning, achievement, and growth, fostering a sense of belonging and collaboration. We seek problem solvers, empathetic listeners, team players, and inclusive leaders who are passionate about exceeding client expectations.

Pay

Expected base pay rates for the role will be between $100,000 to $140,000 per year at the commencement of employment. Base pay is determined on an individualized basis and is part of a total compensation package that may include commission earnings, incentive compensation, discretionary bonuses, and other short- and long-term incentive packages.

Benefits

Morgan Stanley offers some of the most attractive and comprehensive employee benefits and perks in the industry, supporting employees and their families at every point along their work-life journey. There is also ample opportunity to move about the business for those who show passion and grit in their work.