Director, Travel & Expense Management

Morgan Stanley; Mumbai; On-site; INR 3,500,000 - 6,500,000; Full time

Job summary

Morgan Stanley in Mumbai seeks a Travel & Expense Program Insights Lead to build and continuously improve an integrated MIS framework across Travel, Ground Transport and Expense, delivering accurate insights for governance and leadership decisions.

As a Director-level role in Corporate Services, you will partner with finance, sourcing, compliance, technology and vendors to drive performance, cost optimization and data quality through dashboards and analytics.

Qualifications

• Bachelor's degree in Finance, Business, Data Analytics, Information Systems, or a related field.
• 7+ years of experience in MIS, analytics, reporting governance, or controls.
• Experience designing enterprise MIS frameworks, dashboards, KPIs, and multi-source reporting.
• Advanced Excel and BI capabilities with data visualization and automation.
• Strong commercial and analytical judgement with data-driven recommendations.

Responsibilities

• Design and maintain a standardized MIS framework across Travel, Ground Transport, and Expense.
• Consolidate and analyze data from internal systems, vendor reports, and expense data.
• Develop monthly and quarterly executive dashboards on volumes, cost, and compliance.
• Deliver actionable insights across air, hotel, visa, travel support, and vendor performance.
• Identify automation and process-improvement opportunities to improve data quality and turnaround time.
• Partner with cross-functional teams and support leadership reviews with reports.

Skills

MIS framework design

Executive dashboards

Data visualization

Stakeholder management

Advanced Excel

BI tooling

Education

Bachelor's degree in Finance/Business/Data Analytics/IS

Postgraduate qualification or relevant certification

Tools

Excel

Power BI

Job description

We're seeking someone to join our team as a Travel & Expense Program Insights Lead to establish and continuously improve an integrated management information framework across Travel, Ground Transport, and Expense, delivering accurate, actionable insights for governance, operational oversight, vendor performance, compliance, and leadership decision-making.

In the Corporate Services division, we empower our businesses by creating collaborative workplace solutions and commercial services that enhance the employee and client experience, while optimizing the value of our sourcing and third-party lifecycle to enable the Firm to do-and-win business. This is a Director level position within the Travel & Expense Management team.

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.

What you'll do in the role:

• Design and maintain a standardized management information framework across Travel, Ground Transport, and Expense, including reporting cadence, data ownership, validation checkpoints, escalation protocols, and consistent KPI definitions.
• Consolidate, validate, reconcile, and analyze data from internal systems, vendor reports, billing files, expense data, and operational trackers, maintaining a reliable single source of truth.
• Develop monthly and quarterly executive dashboards covering volumes, cost, utilization, compliance, service quality, safety, vendor performance, exceptions, ageing items, root causes, and required decisions.
• Deliver actionable program insights across air, hotel, visa and travel support; GT route and fleet performance, billing and operational escalations; and expense ageing, rejected claims, policy exceptions, outliers, and audit observations.
• Identify and implement automation and process-improvement opportunities that strengthen data quality, visualization, analytical depth, reporting reliability, and turnaround time.
• Partner with Travel, Ground Transport, Expense, Finance, Sourcing, Compliance, technology, and vendor teams; support business, vendor, audit, and leadership reviews; and maintain action, follow-up, and closure reporting.

What you'll bring to the role:

• Bachelor's degree in Finance, Business, Data Analytics, Information Systems, or a related field; a postgraduate qualification or relevant certification is preferred.
• At least seven years of experience in management information, business analytics, reporting governance, or operational and financial controls, ideally within a global financial institution or shared-services environment.
• Demonstrated experience designing enterprise MIS frameworks, executive dashboards, KPIs, SLAs, reconciliations, data controls, exception management, and multi-source reporting.
• Advanced Excel and business-intelligence capability, with experience in data visualization, workflow automation, AI-enabled reporting, trend analysis, and root-cause analysis.
• Strong commercial and analytical judgment, with the ability to translate cost, volume, utilization, billing, compliance, safety, and vendor-performance data into clear recommendations.
• Executive-level communication, presentation, stakeholder-influencing, planning, prioritization, and team-leadership skills; relevant exposure to travel, ground transport, expense, vendor billing, audit, or financial governance is preferred.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

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.

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.