Morgan Stanley

Centralized Finance Change - Business Analyst

Morgan Stanley$70K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Over 4 years of experience as a Business Analyst in cross-functional teams.
  • Strong analytical and problem-solving skills, particularly in data analysis and modeling.
  • Excellent communication skills for engaging stakeholders at various levels.
  • Highly organized with a process-oriented mindset and attention to detail.
  • Proficient in Microsoft Visio and Excel, with familiarity in Agile methodologies.

Responsibilities

  • Lead the delivery of Finance transformation initiatives and enhance data governance.
  • Document current processes and define business requirements for target-state designs.
  • Leverage data analysis to align technology with business needs.
  • Manage complex cross-functional projects to meet strategic objectives.
  • Create user stories and strategize on UAT planning with all stakeholders involved.
  • Understand financial products and existing reporting frameworks for effective solution design.
  • Support testing phases by defining approaches and metrics, ensuring smooth transitions to BAU operations.

Benefits

  • Medical, Prescription Drug, Dental, and Vision coverage.
  • Health Savings and Dependent Day Care Savings Accounts.
  • Comprehensive Life and Disability Insurance options.
  • Generous Paid Time Off including Sick Leave, Parental Leave, and 20 Vacation Days annually.
  • 10 Paid Holidays and a 401(k) retirement plan.
  • Short/Long Term Disability coverage and other employee perks.
Full Job Description
We're seeking someone to join our Centralized Finance Change team as a Business Analyst to lead the delivery of complex Finance transformation initiatives and advance data governance and reporting capabilities across the Firm.

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 role which sits within the Portfolio & Change Management job family that manages strategic change management, process re-engineering focusing on milestone delivery for projects and facilitating communication across related projects and impacted stakeholders.

What You'll Do in the Role
> As part of the Finance Cloud Fleet, support the Finance Cloud Program aimed at improving the quality, timeliness, centralization and AI-readiness of Finance data on Snowflake, while also delivering capabilities to enhance financial and regulatory reporting processes.
> Document current-state processes and define business requirements, including target-state process design.
> Perform and leverage in-depth data analysis to define business requirements and ensure alignment with technology implementation.
> Manage and participate in complex cross-functional projects from initiation through execution, ensuring alignment with strategic objectives and timely delivery.
> Create user stories with acceptance criteria and strategize on UAT planning and test scenarios with all stakeholders - IT, users, and project.
> Develop a strong understanding of financial products and existing reporting frameworks.
> Collaborate with other Finance Fleets and key stakeholders, Technology and Change team to design solutions, prioritize and resolve issues.
> Support the testing phase, including defining the testing approach, creating test plans and cases, and tracking testing metrics with all stakeholders.
> Advance data governance objectives within the Finance division by updating the data dictionary, data quality controls, and supporting feed governance and data lineage tracking.
> Ensure a seamless transition from project execution to business-as-usual (BAU) operations.

What You'll Bring to the Role
> Over 4 years of experience as a Business Analyst, delivering insights and driving process improvements across cross-functional teams.
> Strong analytical and problem-solving capabilities, with experience in data manipulation and modelling, metadata (data dictionary, data ownership, lineage etc) data quality assessments, root cause analysis, and data reconciliation.
> Excellent written and verbal communication skills; adept at engaging stakeholders at all organizational levels, including creating visual materials to convey key messages and relationships.
> Highly organized with strong attention to detail and a process-oriented mindset.
> Proactive self-starter with effective time management skills and a collaborative team approach.
> Familiar with process design and strategic thinking to support business transformation initiatives.
> Strong proficiency in Microsoft Visio and Excel.

Additional Skills & Experience
> Experience in data quality management within financial services or capital markets.
> Knowledge of financial statements and regulatory reporting frameworks is an added advantage.
> Experience working in Agile teams and an understanding of Agile practices and tools such as Rally and JIRA
> Experience of Snowflake, Alteryx and Power BI is desirable.

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.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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