Centralized Finance Change - Business Analyst
Morgan StanleyAbout the role
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.
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. We advise, originate, trade, manage and distribute capital for governments, institutions and individuals. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. We provide you a superior foundation for building a professional career where you can learn, achieve and grow.
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.
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 suc
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