Finance Change Management - Associate/AVP

Morgan Stanley•New York, NY

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 role sits within the Centralized Finance Change team and reports to the Chief Operating Officer. This is a Director position within our Portfolio & Change Management Job Family which manages strategic change management, process re-engineering, and establishment of control procedures for projects with a focus on milestone delivery across projects, managing risks and issues that impact program objectives and facilitating communication across related projects and impacted stakeholders to keep programs on track. THIS IS NOT A SENIOR LEVEL ROLE. IDEAL CANDIDATES WILL HAVE 4-7 YEARS OF EXPERIENCE

Requirements

Over 4 years of experience as a Business Analyst, delivering insights and driving process improvements across cross-functional teams.
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.
Strong analytical and problem-solving capabilities, with experience in data manipulation and modelling, data quality assessments, root cause analysis, and data reconciliation.
Familiar with process design and strategic thinking to support business transformation initiatives.
Strong proficiency in Microsoft Visio and Excel.

Nice To Haves

Exposure to financial instruments including Fixed Income, Equities, and Derivatives.
Experience in data quality management within financial services or capital markets.
Knowledge of financial statements and regulatory reporting frameworks is an added advantage.
Background in Data Governance or Data Lineage initiatives.
Experience working in Agile teams and an understanding of Agile practices and tools such as Rally, JIRA, Alteryx, and Power BI is desirable.

Responsibilities

Possess strong analytical and communication skills to support initiatives aimed at improving the quality, timeliness, and centralization of data, 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 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.