VP Change Agent - US Banks Performance 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 Vice President (P4) 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 across U.S. Banks Performance Reporting, with focus on automation, simplification, and scalability.
• Lead redesign of management reporting processes and outputs, with a focus on agile, topical, and decision‑oriented deliverables.
• Collaborate across Bank and Firm Finance, and Technology to modernize data sourcing, reporting infrastructure, and analytical workflows.
• Champion automation of reporting production, variance analysis, and reconciliations, reducing manual effort and operational risk.
• Develop and implement standardized yet flexible management reporting frameworks.
• Enhance graphic and visual reporting capabilities, including dashboards, executive summaries, and thematic deep dives tailored to senior management.
• Support delivery of high‑quality management reporting and analysis for senior leadership, including balance sheet, P&L, and key bank metrics.
• Establish and strengthen governance, controls, and documentation supporting management reporting processes and change initiatives.
• Identify recurring issues and inefficiencies; drive root‑cause remediation and sustainable process improvements.
• Act as a change agent and influencer, promoting agile ways of working and continuous improvement across the U.S. Banks Finance organization.
• Provide coaching and oversight to junior team members involved in reporting transformation initiatives.

Qualifications Required

• Bachelor’s degree in Accounting, Finance, or a related field.
• 7+ 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 other relevant technologies.

Compensation and Benefits

Expected base pay rates for the role will be between $120,000 and $205,000 per year at the commencement of employment. Base pay will be determined on an individualized basis and is part of a total compensation package that may include commission earnings, incentive compensation, discretionary bonuses, and other benefits.

Equal Employment Opportunity Statement

Morgan Stanley is an equal‑opportunity employer committed to building and maintaining a diverse workforce. Our recruiting efforts reflect a strong commitment to inclusion; individuals are hired, developed, and advanced based on skills and talents. For more information, please visit