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Finance Transformation Specialist
Finance Transformation SpecialistMorgan Stanley • Baltimore, MD, US
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Finance Transformation Specialist

Finance Transformation Specialist

Morgan Stanley • Baltimore, MD, US
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  • [job_card.full_time]
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Transformation Specialist

Our Finance Transformation Fleet is comprised of problem-solvers and innovators, dedicated to optimizing Finance. We are responsible for driving Finance's modernization efforts through the use of digital tooling, design thinking principles and process optimization frameworks to create efficiency, maximize capacity savings, and reduce risk. We believe in a collaborative approach to shape the future of our Finance department.

As a Transformation Specialist, you'll be a key player in our Finance Transformation Fleet, primarily supporting all aspects of digital tooling and process optimization initiatives to driving efficiency and innovation to make a significant impact on our organization's success. Your responsibilities will include :

  • Engage with Finance to identify opportunities to reduce manual processes, creating capacity, and setting up metrics to measure the success of our improvements.
  • Develop and refine key finance business processes, automating reports and delivering insights that inform decision-making at all levels, including senior leadership.
  • Partnering with our technology and business teams to understand existing processes and develop effective solutions.
  • Collaborating with other process improvement teams to design and implement new processes and tools.
  • Reporting on achievements against key metrics such as capacity and risk reduction.
  • Foster a vibrant digital community by sharing insights, updates, and success stories through various communication channels.

We are looking for someone with :

  • 2-4 years of experience in Financial Services, preferably in Finance, Technology or Operations.
  • Analytical and problem-solving skills, with the ability to clearly define business rules from problem statements.
  • Familiarity with process mapping systems and methodologies such as Signavio, Celonis, and Business Process Model & Notation (BPMN) 2.0.
  • Experience developing automation solutions primarily with tools such as UiPath, Alteryx, or PowerBI. Any relevant certifications such as UiPath UiARD or Alteryx Designer Core preferred.
  • Experience with delivering documentation such as Process and Solution Design Documents.
  • Proven ability to interact effectively with senior stakeholders across the organization. Proficiency in Excel and PowerPoint for data analysis and presentation creation.
  • Strong communication skills and the ability to build relationships with diverse stakeholders.
  • 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.

    Salary range for the position : $60,000 - $95,000 / Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short / Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

    It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

    Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).

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    Finance Transformation • Baltimore, MD, US

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