Neil Elam

About Neil Elam

As a Director of Financial Data Analytics at Morgan Stanley, I specialize in leveraging technology and strategic insights to drive financial performance and streamline reporting processes.PROCESS TRANSFORMATION: I have a talent for identifying procedural inefficiencies and implementing technological solutions. For example, I successfully transitioned the team from MS Excel to Alteryx for EOD report consolidation, speeding up the process by an hour and reducing human error. This shift resulted in a 70% faster revenue reporting process, saving 30 minutes daily.PERFORMANCE EXCELLENCE: While working with Morgan Stanley, I earned multiple awards and nominations for my contributions, including the Spot Award. By optimizing the department’s reconciliation process, I decreased the time spent on 3-way reconciliations by 10 minutes daily, significantly boosting productivity.PRODUCTIVITY OPTIMIZATION: In my role, I also enhanced regulatory reporting efficiency by 40% through the use of dynamic pivots and report redesign, which minimized manual input and saved valuable time in issue resolution. This experience sharpened my ability to refine financial processes and deliver timely, accurate results.If you’re looking for someone with expertise in financial analysis, data-driven reporting, reconciliation, and client conflict resolution, email me at n••••••••@gmail.com.Key Skills: Accounts Reconciliation & Issue Resolution | Process Standardization & Documentation | Continuous Process Improvement | Financial Market Research | Risk Management

Experience

1. Financial Data Analytics Director (Market Risk Management)

   Morgan Stanley

   Apr 2025 — Present · Baltimore, MD, US

   Supporting the strategic development of Firm systems, leading use case discussions with IT to establish prioritize, test, andimplement new initiatives- Supervising reporting materials produced by analysts regarding compliant account set up in firm systems in order buildoversight reporting for senior management- Performing root cause analysis to determine drivers of VaR breaches, reviewing capital requirements, and timely escalation

Education

• Virginia Tech - Pamplin College of Business

  Bachelor of Science , Finance (Financial Services, Corporate Finance, & Investment Management)

  2008 — 2013

Skills

• Critical Thinking
• Research
• Microsoft Word
• Time Management
• Financial Market Research
• Investment Management
• Data Analysis
• Powerpoint
• Microsoft Excel
• Financial Statement Analysis
• Microsoft Office
• Mentoring
• Leadership
• Analysis
• Strategic Investment
• Investment Banking
• Facebook
• Teamwork
• Risk Management
• Financial Analysis
• Strategy
• Finance
• Investments
• Public Speaking
• Access
• Portfolio Management
• Social Media