Finance Transformation Specialist

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.

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 drive efficiency and innovation to make a significant impact on our organization's success.

• 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.
• Partner with our technology and business teams to understand existing processes and develop effective solutions.
• Collaborate with other process improvement teams to design and implement new processes and tools.
• Report 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.

• 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.

Salary range: $60,000 – $95,000 per year. Eligible for an annual discretionary incentive compensation award and participation in the business unit’s incentive compensation plan. Benefits include medical, prescription drug, dental, vision, health savings account, dependent day‑care savings account, life insurance, disability and other insurance plans, paid time off (sick leave, parental leave, 20 vacation days annually), paid holidays, 401(k), and short/long‑term disability.

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, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership 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).