Finance Transformation/PMO - Associate at Morgan Stanley

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

21 Jan, 26

Salary

115000.0

Posted On

23 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Finance, Agile Methodology, Scrum Practices, Communication Skills, Microsoft Excel, Microsoft PowerPoint, Power BI, Backlog Management, Story Writing, Sprint Planning, Capital Planning, Regulatory Reporting, Automation Tools, Team Development, Documentation, User Training

Industry

Financial Services

Description

- 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 - Serve as the dedicated Scrum Master for the Capital Planning Transformation team, leading the squad in using Agile methodology and scrum practices - Drive accountability of squad members, including developing the team to help the team to achieve higher levels of scrum maturity and velocity - Prepare materials for Agile ceremonies and management/stakeholder reporting - Provide production support over the Firm's systems and processes used for Comprehensive Capital Analysis & Review (CCAR) - Collaborate with Capital Planning SMEs, BAs, and Technology to document current processes, identify pain points, and support the design and testing of new tools. - Prepare training materials, documentation, and test scripts for new features and capabilities to facilitate onboarding of end-user stakeholders - Coordinate user training and user acceptance testing of enhancements across impacted stakeholder groups - Design and develop dashboard and automations using digital tooling - 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 - Strong communication skills both oral and written are essential, as the successful candidate will be dealing with clients and our partners across the various divisions of the Firm - Self-driven, self-motivated, dedicated and able to work well in a team but equally able to take on a challenge independently - Experience in using Microsoft products (Excel, Word, Project, PowerPoint, Power BI) - Experience serving as an Agile Scrum Master is preferred, including backlog management, story writing, and sprint planning - Knowledge of capital or financial forecasting and/or regulatory reporting processes is preferred - Familiarity with automation tools such as UI Path, Alteryx, Power Automate, or similar platforms to streamline manual processes is a plus - At least 4 years' relevant experience would generally be expected to find the skills required for this role 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. 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. Expected base pay rates for the role will be between $90,000 and $115,000 per year at the commencement of employment. 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.

Responsibilities

The role involves collaborating with colleagues in Finance and leading projects while adhering to risk and regulatory standards. The candidate will serve as a Scrum Master, driving accountability and preparing materials for Agile ceremonies.