Director Change Agent - US Banks External Reporting

About this role

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 i

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