At Morningstar, we believe in building great products in-house in a highly collaborative, agile environment where we focus on technical excellence, the user experience, and continuous improvement. Our technologists represent a range of skills and experience levels, but they all view their work as a craft and push technology’s boundaries to find new and better ways to serve investors.

The Area:  Morningstar’s corporate finance team is looking to hire a controller to lead its US Accounting team. 

The Role:  This is a management role that will report to the Global Controller and will supervise teams responsible for revenue and account receivable; payroll and employee expense management; vendor payments and fixed assets; as well as, other general ledger and reporting activities.  In addition to supporting the day to day operations, you will lead and manage efforts to transform the teams, processes and applications of these functions.  You will work collaboratively with multiple departments to understand, assess, and deliver timely and insightful financial information to internal and external stakeholders.

Responsibilities

  • Lead an organization of approximately 25 professionals across three disciplines aligned to revenue management, expense management and reporting.  Support career development opportunities for direct reports and the broader team. 
  • Work with executive management to understand and set goals for the team.  Lead efforts to prioritize initiatives for the US Accounting team along with information technology and international shared service resources.    
  • Lead and participate in cross-functional project teams to develop and implement new systems and processes.
  • Direct and oversee general accounting activities, including the monthly close, and ensure teams are recording and processing transactions in compliance with the Company’s policies and U.S. GAAP.
  • Support and maintain strong internal controls for our Sarbanes-Oxley 404 compliance process.
  • Partner with finance leadership to ensure appropriate understanding and interpretation of financial results
  • Work closely with external public accountants in planning and executing the annual audit for Morningstar.

Requirements

  • Ability to communicate clearly, work in a team-environment, and collaborate with all levels of management.
  • Demonstrated ability leading a large team responsible for diverse and complex processes.
  • Highly analytical and inquisitive mindset.  Able to learn quickly in a face paced and changing environment.
  • Experience with SalesForce.com, Oracle R12 modules, and Hyperion is a plus.
  • Expert knowledge and understanding of U.S. GAAP and financial statement preparation, analysis and reporting
  • A CPA or other accounting certification is required.
  • A bachelor’s degree is required.

Morningstar is an equal opportunity employer.

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Why work with us
We’re an ambitious group, driven by our passion to make investing better. Imagining the next big thing is in our blood—it’s transformed us from a company with just a few employees in 1984 to a leading independent investment research company with a worldwide presence today.
Culture
There are no corner offices in our Chicago headquarters. In fact, there are no offices at all. At Morningstar, our open environment reflects our belief that anyone at any level can voice their ideas and take part in making them happen. You’ll see little of the typical corporate hierarchy here, with no rigid structures or barriers between people or teams. Morningstar employees enjoy a fluid work environment where they are given both the resources and opportunities to pursue a fulfilling career.
Perks & Benefits
Compensation at Morningstar is more than a salary. It’s about making positive contributions to both life and work. We give our diverse workforce the choice and flexibility they need to maintain their health, retirement plans, time, and professional growth.
Morningstar offers medical, dental, and vision coverage to employees and their families. Our philosophy is to provide access to excellent health care while maintaining low out-of-pocket costs.
Morningstar provides three tools to help employees maintain work-life balance—vacation, sabbatical, and leave. There’s no “use it or lose it” vacation policy at Morningstar. Employees take the time they need with their manager’s approval.
On top of the major benefits, we believe in preserving the little things that make a workplace friendlier. Some of these perks include: Casual dress every day, Open, egalitarian environment, Free beverages, Free bagels every Wednesday, Social events year-round, At-cost subscriptions to products for family members and friends, Employee discounts at selected merchants and retailers.

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