Finance Data Visualization & Reporting SME

Join Morgan Stanley’s Finance Division and help shape how financial data is transformed into actionable business insights. As a Finance Data Visualization & Reporting Lead, you will combine your Finance expertise with advanced Power BI capabilities to develop impactful dashboards, management reports, and executive-level visualizations that support strategic decision-making across the Firm.

This is an exciting opportunity for professionals who are passionate about data storytelling, financial analytics, and visualization and want to play a leading role in driving Finance transformation through data and technology.

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  Lead the design and development of Power BI dashboards, reporting solutions, and executive visualizations for Finance stakeholders

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  Transform complex financial, risk, and governance data into clear, actionable insights for senior management

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  Partner with Finance, Risk, Data, and Technology teams to define reporting requirements and deliver meaningful business intelligence solutions

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  Drive reporting standardization, automation, and visualization best practices across Finance

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  Develop KPI frameworks, management reports, and interactive dashboards that improve transparency and decision-making

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  Champion data quality, reporting governance, and user adoption of reporting tools

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  Support strategic Finance initiatives through data analysis, reporting enhancements, and process automation

• 5+ years of experience in Finance, Business Intelligence, Reporting, or Data Analytics

• Advanced Power BI expertise, including dashboard design, data modelling, and data visualization best practices

• Strong understanding of financial reporting, management information, and performance metrics

• Ability to translate complex datasets into clear business narratives and executive-level insights

• Strong stakeholder management and communication skills

• Experience with SQL, Power Query, Power Platform, or other analytics tools is an advantage

• Passion for innovation, continuous improvement, and data-driven decision-making

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.