Global Finance Transformation Project Manager at Morningstar

| Chicago
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The Team: Morningstar's Global Finance Transformation Program (GFTP) is looking for a Project Manager. The GFTP team was created to establish a formal project management framework and governance structure to ensure coordination between the significant and complex projects of the Finance organization. This includes teams aligned with Accounting, Financial Reporting, Financial Planning and Analysis, Procurement, Tax, and Internal Audit functions. We assist with project management activities, facilitate project prioritization, coordinate project resources and communicate project status to senior management. Morningstar's Finance organization is a leadership function focused on value creation for our internal and external stakeholders. We accomplish this through our focus on core stewardship activities; building business partnerships; and developing great people in our team.
The Job: The Project Manager will be responsible for executing our project management framework and coordinating with various subject matter experts and other stakeholders through all stages of a project life cycle (Define, Analyze, Build, Launch, and Operate). In this role, you will work closely with the project stakeholders to properly plan each project ensuring scope, resources, success metrics, budget and timeline are thought through during our Define Phase. You will work closely with functional and technical resources to gather detailed requirements and develop a build and test plan during the Analyze Phase. During Build, you will manage/oversee preparation of our testing strategy in alignment with the build plan and also manage any required data conversions. In the Launch and Operate phases, you will assist in preparing for our cutover: ensuring all functions, systems, business processes and resources are aligned to support a successful go live; hyper-support period and transition to business as usual plans. Project Closure includes a final project report. We expect our GFTP Project Managers to account for change management requirements such as training and communication plans as well as facilitate impact assessments on our internal controls required for Sarbanes Oxley compliance. The majority of projects will involve technical system implementations or enhancements.
This position reports to the Global Finance Transformation Program Director and is located in our Chicago office, but other locations may be considered if there is alignment/overlap with our portfolio of projects. Some travel may be required. You will interact regularly with members of our global finance teams as well as other Functions in Morningstar such as Corporate Systems, Sales Operations and Product teams. Project activity will impact a variety of finance systems (from transaction processing to financial consolidation). This position can be located in Chicago, Mumbai or London.
  • Coordinate with Finance team stakeholders to understand the requirements of each project, develop a project plan, and monitor progress against milestones across multiple workstreams
  • Engage in early stage discussions to help define projects for prioritization and to facilitate deeper project planning activities
  • Maintain and disseminate tools, templates and tracking mechanisms to effectively manage the planning, organization and execution of project activities
  • Develop a working knowledge of the financial systems and related business processes to facilitate project planning and execution
  • Understand and manage key components and deliverables within a project plan (e.g. process mapping and gap assessment; elements of a system implementation such as customer/supplier data conversions, testing, etc.)
  • Escalate issues to leadership team and facilitate a timely resolution
  • Develop and maintain processes to drive global standardization and adoption of best practices for project activities
  • Facilitate project retrospectives outlining key lessons learned, parking lot items and the action plan to handle them.

  • 5-7 years of relevant work experience
  • Strong project management and organizational skills
  • Ability to create and maintain project plans as well as prioritize issues based on their relative risk
  • Understanding of finance and accounting process flows and internal control concepts
  • Ability to ask probing questions to facilitate decision making
  • Familiarity with financial systems landscape (ERP, Consolidation tools, etc...)
  • Ability to anticipate areas of difficulty/potential unknown risks and contribute towards creative solutions
  • Keen interpersonal skills to motivate and coordinate resources and handle conflicts as they arise
  • Excellent communication and presentation skills with the ability to convey technical information in non-technical terms to other functional groups, global Finance team members, and various management levels
  • The ability to understand and leverage different project management frameworks and concepts (such as LEAN or Agile).
  • Intermediate to advanced Excel skills. Ability to understand and utilize productivity tools (such as MS Teams, JIRA, Wiki, SharePoint, Smartsheet)
  • Undergraduate degree in Finance/Accounting preferred.
  • PMP or PMP track preferred

Morningstar employees are required to be fully vaccinated or submit to regular testing to work in any office. Morningstar's vaccine policy may be modified to comply with evolving legal requirements and other changing circumstances.
001_MstarInc Morningstar Inc. Legal Entity
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22 W. Washington , Chicago, IL 60602

An Insider's view of Morningstar

What does your typical day look like?

Every day is a little different. Our team is focused on POC (Proof of Concepts). My work involves problem-solving, development and software design. I work on the Data collections team, currently most of this involves, on a high level, automating the process currently used to collect data from raw sources through Machine Learning.


Software Engineer, Data Collections - AI R&D

How does the company support your career growth?

We believe in promoting from within, based on previous impact to the team. Whenever possible, we will stretch our employees to take on expanded roles that aligns with the career progression they are interested in.


Head of Technology and Product

What are Morningstar Perks + Benefits

Morningstar Benefits Overview

At Morningstar, your contributions have meaning and can drive change. Across our 27 offices worldwide, we’ve invested in fostering a community where talented, driven people can grow. Our entrepreneurial spirit and uncompromising ethics guide everything we do. It’s all in the name of empowering investors. 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.

Volunteer in local community
Morningstar encourages our colleagues to become involved in their communities, by providing paid time off for volunteer activities.
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Morningstar encourages unconscious bias training for all employees, especially managers and hiring personal. We believe that by raising awareness of bias we can decrease its effects.
Diversity manifesto
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Morningstar offers two Flexible Spending Accounts (FSA)— one for healthcare expenses and one for dependent care expenses. You may enroll in both $ determine the contribution amount.
Disability Insurance
Dental Benefits
Our dental plan covers 100% of preventive services, 80% of basic services, and 50% of major services.
Vision Benefits
With Morningstar's vision benefits you can get an annual eye exam with an in-network provider with just a $10 copay.
Health Insurance Benefits
Morningstar continues to offer the choice of two medical plans—the Savings Plan and the Classic Plan. Both are administered by Blue Cross and Blue Shield of Illinois (BCBS).
Life Insurance
Morningstar offers 4 tiers of life insurance that offer varying benefits. Basic Life insurance is equal to 1 times an employee's annual salary.
Wellness Programs
Mental Health Benefits
Our insurance covers 80% on in-network mental health services. Our Employee Assistance Program provides no-cost, confidential, 24-hour counseling on a wide variety of issues.
Retirement & Stock Options Benefits
Take advantage of a number of Morningstar tools to help you manage your 401(k) account and your finances, including Morningstar Retirement Manager, available to you at no cost.
401(K) Matching
Morningstar provides employees with a 401(k) matching plan managed. We match $0.75 for every dollar contributed, up to a maximum of 7% of employee pay contributed to the plan each pay period.
Company Equity
Morningstar’s global employee equity benefit, Shared Ownership, enables you to take a portion of your bonus payout and exchange it for RSUs, with Morningstar providing an additional 50% match.
Employee Stock Purchase Plan
Colleagues who exceed their performance goals substantially may be eligible for Impact RSU Awards as an additional reward on top of their cash bonus/commission award.
Performance Bonus
Match charitable contributions
Morningstar's Matching GIfts program will match your charitable giving up to the local currency equivalent of $500 USD per calendar year.
Child Care & Parental Leave Benefits
Child Care Benefits
Morningstar offers the option of in-home child and elder care, in addition to the existing day care center back-up care benefit.
Generous Parental Leave
Morningstar has a global minimum of 6 weeks paid time-off to bond with new family members. This benefit applies to all individuals equally, including birth mothers, fathers, adoptive parents.
Flexible Work Schedule
Morningstar provides employees with a flexible work schedule that includes Summer hours, Work from home, Flexible start and end times.
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
Eligible employees may take up to 12 weeks of job-protected, unpaid leave per year for certain specified reasons, and up to a total of 26 workweeks of leave to care for a family member.
Adoption Assistance
We reimburse up to 80% for eligible adoption expenses, up to $4,000 per adoption, in addition to a minimum of 6 weeks paid time off.
Return-to-work program post parental leave
Company sponsored family events
Morningstar sponsors family oriented events Annually.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Our employees receive 2 days per year of paid volunteer time.
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Some Meals Provided
Happy Hours
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
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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