Lead in Finance Transformation

Morgan Stanley
New York, NY

We're seeking someone to join our Process Optimization team as a Lead in Finance Transformation to execute end-to-end process optimization efforts across Finance through process identification, process mapping and supporting the identification of areas of opportunities.

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 our Portfolio & Change Management Job Family which manages strategic change management, process re-engineering, and establishment of control procedures for projects with a focus on milestone delivery across projects, managing risks and issues that impact program objectives and facilitating communication across related projects and impacted stakeholders to keep programs on track.

What you'll do in the role:
  • Collaborate with a varied group of colleagues in Finance and across the Firm

  • Lead end-to-end processes and/or programs that require complex decision making, advanced understanding of client and stakeholder needs and subject matter expertise

  • Understand and adhere to the Firm's risk and regulatory standards, policies and controls; own risk and contingency plans for business area

  • Act as a role model and culture carrier; embody and set an example of the Firm's values and hold yourself and team accountable to Firm standards

  • Partner with the Process Optimization Vice President for end to end process mapping initiatives across Finance and evaluation and track implementation for efficiency tracking (both for Finance and Firm reporting)

  • Support the adoption of a designed process optimization framework, including intake, prioritization, and lifecycle governance.

  • Support the designed implementation and governance of the process optimization metrics framework to enable periodic and ad hoc reporting of efficiency metrics to Finance and Firmwide management

  • Build trusted partnerships across Finance and Firmwide Process Optimization teams

  • Work closely with a variety of internal stakeholders to communicate and coordinate deliverables, track, and report on progress

What you'll bring to the role:

  • Proven experience in executing multiple end-to-end process re-engineering initiatives.

  • Strong understanding of process mapping, process mining, and performance measurement.

  • Strong interpersonal communication skills. Ability to build relationships with stakeholders across the organization

  • Strong business analysis and business process management skills

  • Excel and PowerPoint skills to assist with data analysis and building presentations for senior management

  • Expertise with process mapping tools

  • Evidence of participation in change management and continuous development projects within a complex global organization, preferably Financial Services

  • At least 6 years of experience in process optimization, transformation with a background in Finance or Finance related functions.

WHAT YOU CAN EXPECT FROM 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 – and we’ve done that for 90 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 into your browser.

Expected base pay rates for the role will be between $90,000 and $155,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

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).

Posted 2026-02-27

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