John Shi
Program Manager, Business Intelligence Strategy @Morningstar
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WORK HISTORY
Program Manager, Business Intelligence Strategy @Morningstar
Toronto, ON, CA
Reported to C-Suites, and excelled in organizational strategy, operational execution, and executive enablement. Served as a trusted advisor & strategy / operational partner to SLT.Led strategy & business planning processes for multiple business units through drafting & presenting multi-year strategic plans, competitive analysis, AI initiatives, pricing strategy, process optimization, M&A due diligence, strategic partnerships, financial modelling for pricing / revenue / P&L, GTM, and organizational OKRs & QBRs.Drove insights and recommendations for decision making from standardized KPIs & dashboards for company health, patterns & trends, and market competitiveness.Designed & implemented the full business / workforce planning process to always have the source of truth. Addressed concerns / issues in contracts and vendor management. Led organizational transformation, and change management.
EDUCATION
University of Ottawa
Honors Bachelor of Science, Computer Science, Minor in Information Management Systems (Finance)
University of Toronto
Master's degree, Information Systems
ABOUT JOHN SHI
Summary: A seasoned business driver w/ proven results in leading & executing client-facing global solution / management / strategy consulting, business strategy & planning, & strategic programs to resolve challenges & scale business (Decision Maker & Advisory) Specialized in driving strategy, people, tech & business to achieve outcome; Strategy+Execution; Biz+Tech; AI+Operations; Prod+GTM Trusted advisor & partner for clients & C-suites / SLT to initiate strategy, drive efficiency & scalability Executive Level communication / engagement, entrepreneur, quick learner from anyone & anythingCore Competency:Strategic Planning / Analysis, Human Capital Strategy, Competitive Intelligence / Analysis, Business Transformation / Planning / Review / Intelligence / Valuation, Financial Modelling / Planning, P&L, M&A, GTM, Corporate Development / Strategy, Pricing Strategy, Sustainable Finance / Investing, Risk Management, Management Reporting, Data Science / Visualization, OKRs, KPI & Dashboards, Technology / Business / Management Consulting, Professional / Advisory Services, Program / Product / People / Change Management, Artificial Intelligence (AI), Rating, Structured Products / Finance (Derivatives)Industry Domains: Financial Service, Investment banking, Asset Management, Capital Markets, Exchanges, Indexes, Private Markets, Rating Agencies, Technology, Consulting / Advisory, Insurance, Fintech
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