Financial Analyst

| Chicago
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About the Role

Morningstar’s Financial Planning and Analysis team seeks a Financial Analyst to assist with revenue and expense analysis, headcount and salary reporting, internal and external reporting needs, as well as perform other tasks to help maintain operational efficiency in the finance department. In this role, you will work closely with finance, various business operations, functional areas, and corporate accounting functions to understand and resolve financial issues. In addition, you will gain extensive experience with financial systems and reporting, build relationships with senior management, and work on special projects as necessary. This position is based in our Chicago office.

 

Job Responsibilities

• Work closely with the business leaders and other members of the financial planning team on budgeting and forecasting processes.
• Assist in creating and maintaining internal financial reporting packages and materials for meetings.
• Complete detailed account reconciliations and analyses to help identify business trends and drivers behind revenue and expenses.
• Perform ad-hoc analysis and provide support on special projects as needed.
• Process and review expenses for approval and proper coding and prepare accruals as necessary.
• Participate in cross-functional project teams formed to address business process improvements in the financial planning & budgeted processes.

 

Qualifications

• Three to five years of experience in an accounting or related position with a bachelor’s degree; CPA designation or candidacy is preferred.
• Candidates should be extremely detail-oriented individuals with strong analytical, problem-solving, and communication skills.
• Ability to aggregate and analyze data, work in a team environment and assume additional responsibilities over time.
• Solid Microsoft Excel skills required; knowledge of Salesforce, Oracle and Hyperion is preferred.

 

Please include a resume and cover letter with your application materials.

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Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • ScalaLanguages
    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • Backbone.jsFrameworks
    • Ember.jsFrameworks
    • ExpressFrameworks
    • FlaskFrameworks
    • Node.jsFrameworks
    • PlayFrameworks
    • SpringFrameworks
    • Maria DBDatabases
    • MemcachedDatabases
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • PostgreSQLDatabases

Location

22 W. Washington , Chicago, IL 60602

What are Morningstar Perks + Benefits

Morningstar Benefits Overview

Morningstar is proud to offer a comprehensive benefits package to eligible, full-time employees in the United States who work a minimum of 30 hours per week. Our benefits are designed to invest in your -- and your family's well-being, including investments in your health and financial future.

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Diversity manifesto
Someone's primary function is managing the company’s diversity and inclusion initiatives
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Mental Health Benefits
Employee Assistance Program
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Employee Stock Purchase Plan
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
The safety of our employees is very important to us. We have been operating remotely due to COVID-19.
Family Medical Leave
Adoption Assistance
Company sponsored family events
Acme co. sponsors family oriented events Annually.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Sabbatical
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Happy Hours
Parking
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Promote from within
Mentorship program
Our mentorship program includes 1-to-1 program, Career mentoring, Leadership mentoring.
Continuing Education stipend
Time allotted for learning
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional 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.

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