Director, Travel & Expense Management

131 Morgan Stanley Advantage Svcs; Mumbai Suburban; On-site; INR 4,000,000 - 6,500,000; Full time

Job summary

Morgan Stanley is seeking a Travel & Expense Program Insights Lead to build and continuously improve an integrated MIS framework across Travel, Ground Transport, and Expense. You will deliver accurate, actionable insights for governance, vendor performance, compliance, and leadership decision-making.

This Director-level role in Corporate Services emphasizes data quality, KPI definitions, and cross-team collaboration to enable strategic decisions and operational excellence in a global financial

Qualifications

• 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 MIS, analytics, reporting governance, or operational and financial controls.
• Demonstrated experience designing enterprise MIS frameworks, executive dashboards, KPIs, SLAs, reconciliations, data controls, 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; exposure to travel, ground transport, expense, vendor billing, audit, or financial governance is preferred.

Responsibilities

• Design and maintain a standardized MIS framework across Travel, Ground Transport, and Expense, including reporting cadence, data ownership, validation checkpoints, escalation protocols, and KPI definitions.
• Consolidate, validate, reconcile, and analyze data from internal systems, vendor reports, billing files, expense data, and operational trackers.
• Develop monthly and quarterly executive dashboards covering volumes, cost, utilization, compliance, service quality, vendor performance, and audit observations.
• Deliver actionable program insights across air, hotel, visa and travel support; and expense ageing and policy exceptions.
• Identify automation and process-improvement opportunities to strengthen data quality and reporting reliability.

Skills

Executive dashboards

MIS frameworks

Data analysis

KPI definitions

Stakeholder management

Education

Bachelor's degree in Finance, Business, Data Analytics, Information Systems

Postgraduate qualification or relevant certification

Tools

Excel

BI tools

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. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first‑class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading‑edge solutions—and in the ability of capital to work for the benefit of all society.