Financial Program Reporting & Governance Analyst (Hybrid)

Morgan Stanley•Montreal, QC

62d•Hybrid

About The Position

We're seeking someone to join our team as a Program Reporting & Governance Analyst to play a pivotal role in ensuring data-driven decision-making and operational excellence across programs. This position is responsible for establishing and maintaining robust data governance standards, overseeing the full lifecycle of program data, and ensuring compliance with organizational policies and regulations. The analyst leads the development of business cases for new and ongoing initiatives, collaborating with cross-functional teams to justify financial investments and track outcomes. A core aspect of this role is producing reports and dashboards that clearly communicate program status to stakeholders and leadership. The analyst works closely with program teams to understand reporting needs, drive corrective actions, and improve forecasting. Additional responsibilities include streamlining In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Lead Technology Administration Office position at Vice President level, which is part of the job family responsible for managing administrative tasks related to technology infrastructure and services, ensuring smooth operations and support for the organization's technology needs. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on…

Requirements

Bachelor’s degree in Business, Finance, Information Technology, or related field
5+ years of experience in program reporting, financial data analysis, or project management
Strong analytical, organizational, and communication skills
Proficiency in Microsoft Excel, PowerPoint & data visualization tools (e.g., Power BI, Tableau)
Experience partnering with cross-functional teams and driving process improvements
Attention to detail and commitment to data accuracy
Knowledge of French and English is required.

Responsibilities

Data Governance Establish and enforce data governance standards to ensure data integrity, security, and compliance with organizational policies and relevant regulations.
Oversee the entire lifecycle of program data, including collection, management, analysis, and enrichment with non-system attributes.
Maintain data dictionaries and documentation for consistent reporting.
Conduct audits and quality checks to resolve data issues.
Business Case Development Lead the creation and refinement of business cases for programs, ensuring alignment with organizational strategy and objectives.
Collaborate with program teams, finance, and key stakeholders to gather data, assess feasibility, and articulate the value proposition of proposed initiatives.
Develop clear, data-driven justifications for resource allocation, investment decisions, and program prioritization.
Present business cases to leadership, incorporating financial analysis, risk assessment, and anticipated outcomes to support informed decision-making.
Track the implementation and impact of approved business cases, providing follow-up analysis and recommendations for continuous improvement.
Participate in the creation of business cases for new programs.
Program Reporting & Analysis Develop, produce, and deliver regular and ad-hoc reports that provide actionable insights to program stakeholders and leadership.
Create visualizations and dashboards to communicate key metrics, trends, and the program’s financial and resourcing status.
Ensure reports include clear explanations of variances, adjustments, and underlying drivers, with appropriate footnotes for transparency.
Provide program financial and workforce reporting to program owners and key stakeholders.
Facilitate monthly program reviews with key stakeholders.
Communicate changes to the appropriate functional departments to ensure updates are reflected in the firm’s systems.
Continuous Improvement Collaborate with program teams and stakeholders to understand reporting needs and gather context for results.
Facilitate deep-dive sessions to address performance, risks, and corrective actions, ensuring accountability and accurate forecasts.
Continuously improve reporting processes through automation and best practices, maintaining compliance with organizational policies.
Optimize stakeholder engagement and program control through effective communication and regular reviews.