Centralized Finance Change - Business Analyst

Morgan StanleyBaltimore, MD
$70,000 - $120,000Hybrid

About The Position

We're seeking someone to join our Centralized Finance Change team as a Business Analyst to lead the delivery of complex Finance transformation initiatives and advance data governance and reporting capabilities across the Firm. In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is a Director-level role which sits within the Portfolio & Change Management job family that manages strategic change management, process re-engineering focusing on milestone delivery for projects and facilitating communication across related projects and impacted stakeholders. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. We advise, originate, trade, manage and distribute capital for governments, institutions and individuals. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. We provide you a superior foundation for building a professional career where you can learn, achieve and grow.

Requirements

  • Over 4 years of experience as a Business Analyst, delivering insights and driving process improvements across cross-functional teams.
  • Strong analytical and problem-solving capabilities, with experience in data manipulation and modelling, metadata (data dictionary, data ownership, lineage etc) data quality assessments, root cause analysis, and data reconciliation.
  • Excellent written and verbal communication skills; adept at engaging stakeholders at all organizational levels, including creating visual materials to convey key messages and relationships.
  • Highly organized with strong attention to detail and a process-oriented mindset.
  • Proactive self-starter with effective time management skills and a collaborative team approach.
  • Familiar with process design and strategic thinking to support business transformation initiatives.
  • Strong proficiency in Microsoft Visio and Excel.

Nice To Haves

  • Experience in data quality management within financial services or capital markets.
  • Knowledge of financial statements and regulatory reporting frameworks is an added advantage.
  • Experience working in Agile teams and an understanding of Agile practices and tools such as Rally and JIRA
  • Experience of Snowflake, Alteryx and Power BI is desirable.

Responsibilities

  • As part of the Finance Cloud Fleet, support the Finance Cloud Program aimed at improving the quality, timeliness, centralization and AI-readiness of Finance data on Snowflake, while also delivering capabilities to enhance financial and regulatory reporting processes.
  • Document current-state processes and define business requirements, including target-state process design.
  • Perform and leverage in-depth data analysis to define business requirements and ensure alignment with technology implementation.
  • Manage and participate in complex cross-functional projects from initiation through execution, ensuring alignment with strategic objectives and timely delivery.
  • Create user stories with acceptance criteria and strategize on UAT planning and test scenarios with all stakeholders - IT, users, and project.
  • Develop a strong understanding of financial products and existing reporting frameworks.
  • Collaborate with other Finance Fleets and key stakeholders, Technology and Change team to design solutions, prioritize and resolve issues.
  • Support the testing phase, including defining the testing approach, creating test plans and cases, and tracking testing metrics with all stakeholders.
  • Advance data governance objectives within the Finance division by updating the data dictionary, data quality controls, and supporting feed governance and data lineage tracking.
  • Ensure a seamless transition from project execution to business-as-usual (BAU) operations.

Benefits

  • 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)
  • Short/Long Term Disability
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