Finance Transformation Specialist

Morgan Stanley•Baltimore, MD

119d

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.

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.

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