Finance Shared Services Process Optimisation Lead

JOB LEVEL

Executive Director

TIER / JOB FAMILY

P5 - Business Management

We are seeking an accomplished Executive Director to join Finance Shared Services (FSS), with responsibility for leading the process optimisation agenda across the organisation. The position is within our Business Manager Job Family.

The lead will work across FSS to identify and deliver opportunities to simplify and standardise processes, improve operational efficiency, strengthen controls and create more scalable ways of working.

Taking an end-to-end view of FSS processes, the role will identify opportunities to eliminate complexity, duplication and manual activity and determine the most appropriate solutions. This will include process redesign and the effective use of automation, AI and agentic capabilities, working closely with FSS leadership, process owners, Technology, Strats and other key partners.

As an Executive Director, the role will provide strategic leadership for process optimisation across FSS, challenge existing ways of working and influence senior stakeholders to drive sustainable improvement across processes, controls, technology and the broader FSS operating model.

What you'll do in the role:

• Drive the department's process optimisation strategy, aligned with broader FSS and Finance objectives.
• Identify opportunities to simplify and standardise end-to-end processes, reduce manual activity and improve scalability.
• Partner with functional leads and process owners to redesign processes and embed more efficient and sustainable ways of working.
• Prioritise opportunities based on business value, control benefits, strategic alignment and delivery complexity.
• Identify opportunities to leverage automation, AI, agentic solutions and other technology to improve process efficiency and control effectiveness.
• Act as a trusted partner to FSS leadership on opportunities to improve the effectiveness and scalability of the operating model.
• Challenge established processes and ways of working, using data and process analysis to support recommendations.
• Build alignment across multiple functions and locations where processes, ownership and priorities span organisational boundaries.
• Represent FSS process optimisation in relevant Finance, Technology and transformation forums.
• 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.

What you'll bring to the role:

• Advanced understanding of Finance functional area, industry, and competitive environment and technical skills, including risks and key regulations relevant to the division.
• Qualified accountant (CA, CPA, ACCA or equivalent) or comparable relevant professional qualification.
• 10+ years of relevant experience in banking, financial control or regulatory reporting.
• Significant experience leading process optimisation, transformation or operating-model change.
• Proven track record of delivering measurable improvements in operational effectiveness, process efficiency and/or control outcomes.
• Strong leadership, stakeholder management and communication skills, with the ability to influence across Finance, Risk, Technology and Operations.
• Ability to manage risk and impact to functional area, and create plans to mitigate those risks.

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 https://www.morganstanley.com/about-us/global-offices into your browser.

Certified Persons Regulatory Requirements:

If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Flexible work statement

Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.