E*TRADE from Morgan Stanley ยท 3 weeks ago
Finance Change Business Analyst
New York, New York, United States of America
Full-time
Onsite
Lead/Staff, Director/Executive
$90K/yr - $155K/yr
4+ years expE*TRADE from Morgan Stanley is seeking a Business Analyst in Finance Change to lead complex projects for the Global Corporate Controllers Organization. The role focuses on improving financial and regulatory reporting processes, managing cross-functional projects, and collaborating with stakeholders to ensure timely delivery and alignment with strategic objectives.
BankingFinanceFinancial Services
Responsibilities
Possess strong analytical and communication skills to support initiatives aimed at improving the quality, timeliness, and centralization of data, 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
Possess advanced analytical and problem-solving skills with ability to grasp complexities and make sound decisions under pressure and resolve issues efficiently
Develop a strong understanding of financial products and existing reporting frameworks
Collaborate with 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
Qualification
Required
Over 4 years of experience as a Business Analyst, delivering insights and driving process improvements across cross-functional teams
Excellent written and verbal communication skills; adept at engaging stakeholders at all organizational levels
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
Strong analytical and problem-solving capabilities, with experience in data quality assessments, root cause analysis, and data reconciliation
Familiar with process design and strategic thinking to support business transformation initiatives
Preferred
Strong proficiency in Microsoft Visio and Excel and experience with tools such as Rally, JIRA, Alteryx and Power BI is desirable
Exposure to financial instruments including Fixed Income, Equities, and Derivatives is a plus
Knowledge of financial statements and regulatory reporting frameworks is an added advantage
Benefits
Some of the most attractive and comprehensive employee benefits and perks in the industry
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Director and Customer Marketing
Recent News
2025-11-07
2025-10-14
Company data provided by crunchbase