LOG IN
SIGN UP
Canary Wharfian - Online Investment Banking & Finance Community.
Sign In
OR continue with e-mail and password
E-mail address
Password
Don't have an account?
Reset password
Join Canary Wharfian
OR continue with e-mail and password
E-mail address
Username
Password
Confirm Password
How did you hear about us?
By signing up, you agree to our Terms & Conditions and Privacy Policy.

Job Details

Morgan Stanley logo
Bulge Bracket Investment Banks

Finance Transformation Specialist

at Morgan Stanley

ExperiencedNo visa sponsorship

Posted 16 days ago

No clicks

The Finance Transformation Specialist will support Finance modernization initiatives by implementing digital tooling, process optimization, and automation to increase efficiency, reduce risk, and create capacity. The role involves partnering with finance, technology, and process improvement teams to map processes, develop automation solutions, and deliver reporting and insights for decision-making. You will measure and report on key metrics, document solution designs, and communicate successes across the finance community. The position expects hands-on experience with tools such as UiPath, Alteryx, PowerBI and familiarity with process mapping methodologies like BPMN, Signavio or Celonis.

Compensation
$60,000 – $95,000 USD

Currency: $ (USD)

City
Not specified
Country
United States

Full Job Description

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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Salary range for the position: $60,000 - $95,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including 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), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

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).

Job Details

Morgan Stanley logo
Bulge Bracket Investment Banks

16 days ago

clicks

Finance Transformation Specialist

at Morgan Stanley

ExperiencedNo visa sponsorship

$60,000 – $95,000

USD

City: Not specified

Country: United States

The Finance Transformation Specialist will support Finance modernization initiatives by implementing digital tooling, process optimization, and automation to increase efficiency, reduce risk, and create capacity. The role involves partnering with finance, technology, and process improvement teams to map processes, develop automation solutions, and deliver reporting and insights for decision-making. You will measure and report on key metrics, document solution designs, and communicate successes across the finance community. The position expects hands-on experience with tools such as UiPath, Alteryx, PowerBI and familiarity with process mapping methodologies like BPMN, Signavio or Celonis.

Full Job Description

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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Salary range for the position: $60,000 - $95,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including 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), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

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).