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Sourcing Operations & Shared Services (SOSS) Reporting & Analytics Vice President: Americas

Company: Morgan Stanley
Location: Alpharetta
Posted on: June 6, 2021

Job Description:

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 75 years, the Firm's reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients.

Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the Firm. At its foundation are five core values: putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity & inclusion and giving back, that guide its more than 55,000 employees in 1,200 offices across 43 countries.

REM (Reengineering & Expense Management) works in close partnership with the businesses and support functions to identify and execute opportunities to manage expenses through strategic sourcing, demand management, process reengineering, and procurement management. REM leverages the Source-to-Pay process to create expense data transparency and ensure vendor contract compliance. REM also manages our supplier relationships and our outsourcing risk. The SOSS (Sourcing Operations and Shared Services) Reporting & Analytics team is part of the REM department.

This is a reporting & data analytics role within REM (Vice President Level). The successful candidate will report to the Global Head of SOSS Reporting & Analytics and be responsible for overseeing the delivery of reporting solutions to stakeholders in Firmwide Sourcing and across the Firm. The candidate should have strong leadership skills in order to successfully oversee a global team of full time employees, as well as, the delivery of contingent resource services. This position will require strong attention to detail, ability to multitask, and an understanding of expense management, invoicing, procurement and sourcing end to end processes.

The candidate will work closely with Firmwide Sourcing leadership to ensure the team successfully provides analytical support for negotiations, use data and analytics to provide value added insights, optimize processes to standardize data collection and rationalize outputs, provide data quality assurance, and lead a variety of data analytics and process automation initiatives. The candidate is also responsible for overseeing the accurate production of KPIs (Key Performance Indicators) and metrics regarding savings, productivity and other performance measures as well as work with a range of leaders to introduce and operationalize incremental KPIs. In addition to having a technology-based skillset, a strong business acumen is essential in order to provide impactful analytics and help position the team for success.

Responsibilities include:

  • Oversee and manage the SOSS Analytics and Price x Quantity Analytics teams.
  • Provide coverage for the Global Head of SOSS Reporting & Analytics.
  • Monitor business needs proactively to determine how data and analytics can be leveraged to gain commercial value.
  • Utilize industry experience to optimize processes from the source to pay spectrum.
  • Turn business requirements into solutions that drive meaningful reporting and analysis for stakeholders across Firmwide Sourcing and the Firm.
  • Manage an evolving pipeline of deliverables; prioritizing and delegating as needed in order to meet deadlines.
  • Create and deliver managerial presentations, quarterly business reviews, and other MIS reports as required.
  • Become a subject matter expert on the data model/structure in order to perform analyses and apply it to business needs.
  • Create project plans independently and leverage the appropriate resources to drive these projects to the finish line.
  • Develop new metrics to drive efficiencies, savings, and data quality for Firmwide Sourcing.
  • Work independently with stakeholders for any ad hoc requests or modifications to existing reports and dashboards.
  • Develop, modify, and maintain visualizations and dashboards that are hosted on an in-house Tableau server (MSViz).
  • Write complex queries for large volumes of data (joins, functions, sub queries, etc.).
  • Ensure all daily/weekly/monthly/quarterly deliverables are completed on time and accurately.
  • Troubleshoot and perform root cause analysis; investigate discrepancies and gaps for issues arising from any errors or source system data quality.
  • Monitor/manage ad-hoc and day to day tasks and ensure procedures are documented.
  • 8 years' experience in a professional setting with a strong focus on reporting and data analytics.
  • Education: Minimum of a Bachelor?s Degree in a relevant field (Finance, Information Systems, Data Science, Technology preferred).
  • Analytical skills: The candidate must be highly analytical with experience in using objective data to drive strategic recommendations. Experience of collecting, analyzing, and synthesizing large and complex datasets in order to provide insightful analytics to senior stakeholders.
  • Management: Experience managing and working with a diverse global team.
  • Industry experience with report development, data warehousing, business analytics, and using data science/business intelligence tools.
  • Advanced Microsoft Office Skills; PowerPoint, Word, Access, and Excel (complex formulas, pivot tables, slicers, data connections, macros).
  • A willingness to understand underlying data, sources, data elements, and end to end data flow in order to provide clarity to stakeholders.
  • Client management and teamwork skills: The candidate must have demonstrated ability in being flexible and working with stakeholders and colleagues at all experience levels, as well as external counterparts.
  • The candidate must possess strong written and oral communications skills, and prepare presentations and documents for senior audiences.
  • Comfort juggling multiple priorities; strong organizational and time management skills
  • The ability to create practical and comprehensive implementation plans, and partner with Technology to test and introduce system changes and enhancements that impact the reporting environment.


  • Experience with Ariba On Demand or other source to pay systems.
  • Industry experience with sourcing, procurement, and expense management.
  • Experience managing or working with offshore teams.
  • Experience with Tableau dashboard development.
  • Experience with Accounts Payable, third party risk, and expense management data.

Keywords: Morgan Stanley, Alpharetta , Sourcing Operations & Shared Services (SOSS) Reporting & Analytics Vice President: Americas, Other , Alpharetta, Georgia

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