Transformation Specialist - ISG Finance

Transformation Specialist - ISG Finance

Join Morgan Stanley as a Transformation Specialist focused on the development and deployment of advanced digital solutions and emerging AI technologies in the Finance division.

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.

Seniority level:
Mid‑Senior level

Employment type:

Full‑time

Job function:
Finance and Sales

• 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

• 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 (a plus)
• Passion for continuous improvement (a plus)
• At least 4 years' relevant experience would generally be expected to find the skills required for this role

We have a track record of innovation and passion for unlocking new opportunities. We help our clients raise, manage and allocate capital 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 values 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. At the core of our success are the people who drive it—relentless collaborators and creative thinkers fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you will have the opportunity to work…