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Finance Transformation Specialist

Finance Transformation Specialist

Morgan StanleyNew York, NY, US
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Finance Transformation Fleet Specialist

Team Profile : 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.

About the Role

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.

Who We Are Looking For

  • 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 least 2 years' relevant experience would generally be expected to find the skills required for this role.
  • What You Can Expect From Morgan Stanley

    We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

    Expected base pay rates for the role will be between $80,000 and $115,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

    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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