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Transformation Specialist - ISG Finance

Morgan Stanley

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Morgan Stanley

Transformation Specialist - ISG Finance

Onsite Baltimore, MD, United States Full Time
Posted an hour ago
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Job Details

We're seeking someone to join our Transformation Team as a Transformation Specialist in ISG Finance focusing on the development and deployment of advanced digital solutions and emerging AI technologies.


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 is a Director level position within the Product Controller Job Family which specializes in ensuring adequacy of controls, profit and loss and balance sheet reporting and reconciliations for a segment / business / product area, as well as management reporting across business segments or cross functional end-to-end product oversight.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What you'll do in the role:
> Collaborate with a varied group of colleagues in Finance and across the Firm
> Responsible for and lead aspects of individual and team deliverables and projects, leveraging in-depth knowledge of Finance functional area, product and/or client segments
> Adhere to the Firm's risk and regulatory standards, policies and controls; proactively identify ways to reduce risk in work
> Act as a culture carrier; embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards
> Design, develop, and implement digital solutions using Alteryx, Power BI, Tableau, and emerging AI technologies to address business challenges and drive operational efficiency.
> Partner with stakeholders across the organization to review use cases, assess requirements, and determine the most strategic approach for solution delivery.
> Lead and support citizen development initiatives, empowering business users to leverage digital tools and automation.
> Conduct process analysis, document requirements, and communicate findings clearly to technical and non-technical audiences.
> Stay current with industry trends in digital transformation and AI, proactively identifying opportunities for innovation within Finance.
> Collaborate with cross-functional teams to ensure solutions align with organizational goals and compliance standards.

What you'll bring to the role:
> In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
> Ability to operate independently with respect to most job responsibilities
> Ability to provide positive and constructive feedback and innovate processes
> Proven ability to independently develop and deliver solutions from concept to implementation.
> Strong analytical skills, with the ability to review, document, and communicate process requirements effectively.
> Experience partnering with business stakeholders to understand needs and translate them into actionable solutions.
> Excellent communication and documentation skills, with attention to detail and clarity.
> Self-motivated, collaborative, and eager to drive transformation and support citizen development efforts.
> Familiarity with automation tools such as Power BI, Alteryx, Tableau, or similar platforms to streamline manual processes is a plus.
> Passion for continuous improvement is a plus.
> At least 4 years' relevant experience would generally be expected to find the skills required for this role

What you can expect from Morgan Stanley:

We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren’t just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you’ll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

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: $70,000 - $120,000/ 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).

Company Details
Morgan Stanley
 New York City, NY, United States
Work at Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated... Read more

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