Job Responsibilities:
- Manage and oversee monthly close processes, including preparation, review and approval of journal entries and account reconciliations
- Research and resolve day-to-day general ledger accounting issues, and assist with the resolution of significant, complex, transactions to ensure proper application of GAAP
- Review general ledger activity and investigate variances or unusual transactions
- Ensure continued compliance with SOX/internal control requirements and proactively identify control enhancements
- Partner with internal and external auditors to support quarterly and year-end audits, including managing audit requests
- Assist in the creation of accounting policies and procedures
- Supervise, mentor, and develop accounting staff, providing guidance on technical accounting and process execution
- Manage team priorities and workload while promoting a culture of accountability, continuous improvement, and professional development
- Support M&A activities, including purchase accounting and post-acquisition integration activities
- Prepare and review periodic and ad-hoc financial analyses to provide performance analysis and drive actionable insights
- Leverage data to identify trends, risks, and opportunities for improved financial performance
- Identify and implement opportunities to standardize streamline and automate accounting processes
- Partner with cross functionals teams to identify opportunities for AI-driven enhancements within accounting processes
- Partner with cross functional teams to implement new technologies and tools
- Perform other duties and special projects as assigned
Qualifications:
- CPA designation
- Bachelor’s degree in Accounting
- 5+ years of progressive accounting experience (public accounting and/or publicly held company)
- Strong knowledge of US GAAP and financial reporting
- Demonstrated experience reviewing work and mentoring team members
- Ability to manage multiple priorities and deadlines in a fast-paced environment
- Strong documentation skills for routine and complex transactions (audit-level support)
- Strong understanding of SOX/internal controls and ability to guide others
- Excellent written and verbal communication and interpersonal skills
- Advanced proficiency in Microsoft Office / Co-Pilot
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health
100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Physical Health
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disability insurance
Emotional Health
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$121,400.00-186,150.00Inclusive of annual base salary and target incentive
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
001_MstarInc Morningstar Inc. Legal EntityMorningstar Chicago, Illinois, USA Office
Morningstar Global Headquarters Office
22 West Washington Street, Chicago, IL, United States, 60602
Morningstar’s Chicago office is the company’s headquarters, bringing together teams across research, technology, product, sales, corporate functions, and more. Employees work in a mission-driven culture shaped by independent thinking, openness, and fact-based decision-making, with the energy of a downtown location and opportunities to connect across teams.
Software Engineering
Software engineers at Morningstar build and maintain the applications that power the firm's work, and they do it in a culture built on independent thinking, evidence-based decisions, and continuous learning. Engineers are trusted to bring their own perspective and judgment to how the work gets done. That's not incidental to the culture here; it's central to it.
Product Manager
Product managers at Morningstar sit at the center of decisions that shape what gets built, and how it works. In Chicago, product managers work across areas including Credit Ratings; Data, Analytics & Research; Indexes; Investment Management & Services; and Corporate. Product managers are trusted to define what problems are worth solving and bring their own judgement to every stage of the process.
Research
Research at Morningstar spans markets, asset classes, and disciplines, all connected by the same purpose: give investors what they need to make confident decisions. Our independent research covers equities, managed investments, fixed income, alternatives, private markets, ESG and climate, and credit ratings. Analysts bring their own judgment to complex questions, and that independence is central to how the work gets done.
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