Finance Process Innovation and Optimization Sr. Associate

MSCI; Monterrey; Presencial; MXN 464,000 - 837,000; Jornada completa

Descripción de la vacante

A leading company in the finance sector is seeking a Senior Associate to drive AI-driven transformations. The role focuses on supporting finance projects from concept through implementation, requiring strong analytical skills and hands-on experience with AI tools. Ideal candidates will thrive in cross-functional teams, enhancing process efficiency and minimizing manual efforts.

Servicios

Transparent compensation schemes

Flexible working arrangements

Collaborative workspaces

Access to Learning@MSCI platform

Formación

• 5-8 years in finance transformation or automation.
• Experience in AI/ML tools and finance optimization.
• Strong BA skill set with requirements gathering.

Responsabilidades

• Manage AI use-case execution and feasibility analysis.
• Coordinate multiple AI initiatives across finance.
• Support training and adoption of AI tools.

Conocimientos

Business Analyst skills

Analytical skills

Communication skills

Stakeholder engagement

Herramientas

Microsoft Power Platform

PowerApps

Power Automate

Power BI

Tableau

JIRA

Descripción del empleo

Your Team Responsibilities

The Finance Process Innovation and Optimization (FPIO) team is responsible for driving scalability, technology-enabled transformations across MSCI”s global Finance organization. We are seeking a results-oriented and technically adept Senior Associate to support the delivery and scaling of AI-driven and automation initiatives that improve process efficiency, enhance control, and reduce manual effort. This is a hands-on, execution-focused role supporting the end-to-end lifecycle of transformation projects — from use-case development and feasibility analysis through implementation, performance monitoring, and change management. The ideal candidate is comfortable working across Finance, Technology, and Procurement teams to bring forward solutions that align with MSCI’s strategic and regulatory objectives.

Your Key Responsibilities

• AI Use-Case Execution:Partner with stakeholders to evaluate, scope, and deliver AI use cases across finance processes (e.g., Revenue Recognition, Billing, Treasury, Close, and Reporting). Support feasibility analysis, data validation, testing coordination, and deployment readiness.
• Program Coordination & Delivery Support:Manage project plans, maintain status updates, and track deliverables across multiple AI initiatives. Coordinate efforts between business users, developers, and control functions to ensure timely and compliant execution.
• Training & Adoption Enablement:Support AI training programs and enablement campaigns. Track completion and usage metrics, manage system access, and identify adoption barriers to drive sustained usage.
• Performance Monitoring & Reporting:Maintain AI adoption dashboards and KPI trackers. Monitor outcomes such as FTE savings, error reduction, and usage trends, flagging optimization needs where applicable.
• Implementation & Governance Support:Assist with implementation and governance of AI and automation tools. Contribute to SOPs, control documentation, and audit readiness activities to ensure long-term sustainability and compliance.
• Change Management & Communications:Prepare stakeholder materials, facilitate updates and feedback loops, and support rollout communications across finance teams.

Your skills and experience that will help you excel

• 5–8 years of relevant work experience in finance transformation, business analysis, or automation program delivery—preferably in a financial services company with strong A.I. experience.
• Strong Business Analyst (BA) skill set, including requirements gathering, process mapping, stakeholder engagement, and solution documentation.
• Exposure to AI/ML tools, intelligent automation, or finance process optimization.
• Hands-on experience with Microsoft Power Platform, particularly PowerApps and Power Automate, is strongly preferred.
• Strong analytical, organizational, and English communication skills.
• Proficiency with Excel, PowerPoint, and data visualization tools (e.g., Power BI, Tableau); experience with project tracking tools (e.g., JIRA) is a plus.
• Familiarity with compliance frameworks (e.g., SOX, SEC, statutory reporting) and ERP environments is desirable.
• Team player who thrives in fast-paced, cross-functional settings.

About MSCI

What we offer you

• Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing.

• Flexible working arrangements, advanced technology, and collaborative workspaces.

• A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results.

• A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients.

• Global Orientation program to kickstart your journey, followed by access to our Learning@MSCI platform, LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development.

• Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles.

• We actively nurture an environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women’s Leadership Forum.

At MSCI we are passionate about what we do, and we are inspired by our purpose – to power better investment decisions. You’ll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry.

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.

MSCI Inc. is an equal opportunity employer. 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, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email [e-mail] and indicate the specifics of the assistance needed. Please note, this e-mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries.

To all recruitment agencies

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