Finance Transformation Specialist

Morgan StanleyNew York, NY
22h$90,000 - $155,000

About The Position

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. This is a Director level position within the Portfolio & Change Management job family which manages strategic change management, process re-engineering, and establishment of control procedures for projects. Focus on milestone delivery across projects, manage risks and issues that impact program objectives, and facilitate communication across related projects and impacted stakeholders to keep programs on track.

Requirements

  • 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

Responsibilities

  • 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.
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