Business Intelligence/Reporting Director

Morgan Stanley
(View company profile)
New York City, NY
Job Type:
Full Time
Capital Markets

Job Description

Position Description

Position Description: This position will provide performance reporting for the Morgan Stanley Re-engineering & Expense Management department.  The function rolls under the department's Performance Management operation, supervising internal and external resources to identify, gather and analyze departmental intelligence needs.
Business Knowledge
-Provide global reporting coverage via centralized operation
-Identify intelligence needs of key stakeholders through one-to-one communications
-Participate in management meetings related to intelligence reporting/analytics
-Maintain communications with direct contacts for ongoing monitoring of the team's value-add
-Develop an understanding of functional roles within the department
-Gather information for project-related research; analyze it and produce reporting based on analyses
-Identify effective reporting solutions given current state system footprint, available data and support staff
-Present new project proposals to Global Head of Performance Management for approval/funding if applicable
-Face-off with IT partners through full project management lifecycle for future technology deliverables
-Coordinate work plans with internal staffing and Technology as needed
-Lead user-acceptance testing to ensure successful deployment of new/enhanced reporting solutions
-Oversee ad hoc report creation
-Ensure accuracy of reports, in terms of content, format and delivery mode
-Maintain/refresh established key metrics, within departmental databases (MS Access)
-Create and maintain process documentation for all reporting procedures

Skills Required

-Familiarity with project management life cycle (initiation, requirements, development, testing, deployment) and relevant documentation
-Ability to develop and sustain strong interpersonal relationships while managing change across the organization
-Ability to visualize, articulate and solve complex problems or concepts and make decisions based on empirical data
-Expert proficiency in MS Excel, including advanced formulas (v-lookups), conditional formatting, advanced charting, pivot tables, visual basic and macros
-Strong knowledge of MS Access, Business Objects and/or Crystal Reports
-Ability to prepare and deliver compelling presentations, across both internal and external audiences

Skills Desired

-Strong active listening & communication skills (written and verbal)
-Knowledge of expense management, procurement and/or strategic sourcing is preferred but not required
-Ability to perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks
-Strong organizational skills and attention to detail
-Ability to work independently
-Team player

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