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Alteryx & Digital Tools Specialist – Finance Associate
| Company | Morgan Stanley |
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| Location | Baltimore, MD, USA |
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| Salary | $65000 – $95000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level, Senior |
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Requirements
- Expertise in Alteryx, proficiency in Tableau, Power BI, and other data visualization
- 3+ years of public/private experience with financial and/or regulatory reporting
- Strong data analysis skills, with experience handling large, complex datasets to drive insights and decision-making
- Ability to assess, redesign, and implement process improvements using digital automation tools
- Capable of clearly articulating technical and process changes to various stakeholders
- Able to produce high quality work to stringent deadlines
- Bachelor’s degree in accounting or finance or technology
Responsibilities
- Re-engineering processes using Alteryx, Tableau, Power BI, and other digital tools to enhance reporting and process accuracy.
- Assessing, improving, and redesigning regulatory control processes to enhance efficiency and compliance.
- Conducting in-depth data analysis to identify opportunities for automation and process optimization.
- Automating and improving FOCUS reporting, regulatory filings, and reserve calculations
- Assisting in the testing and implementation of new technologies for process improvement
- Collaborating with Business Unit Controllers, Finance Digital teams, and other stakeholders to ensure regulatory
Preferred Qualifications
- Specific knowledge of net capital or customer reserve rules, FOCUS reporting, generally accepted accounting principles (GAAP) or product knowledge is beneficial.
