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 EntitySkills Required
- 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
What the Team is Saying
Morningstar Compensation & Benefits Highlights
-
Leave & Time Off Breadth — Policies include a paid sabbatical every four years and flexible PTO covering vacation, sick, and personal days, alongside paid volunteer time. Feedback suggests these features create meaningful flexibility and rest opportunities beyond standard leave plans.
-
Parental & Family Support — A global minimum of 16 weeks paid parental leave for primary caregivers (up to 8 weeks for secondary) and at least six weeks of paid caregiving leave are publicly stated, with adoption assistance also available. These provisions indicate robust support for families during key life events.
-
Retirement Support — U.S. materials document a 401(k) match of $0.75 per $1 up to 7% of pay and no‑cost access to Morningstar retirement tools. This combination strengthens long‑term savings and planning for employees.
Morningstar Insights
What We Do
We are a global investment research and financial data company with 40-plus offices across North America, Europe, Australia, and Asia. Our products and services are used daily by individual investors, financial advisors, asset managers, retirement plan providers, and institutional investors. We provide data, research, and analysis across managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. The financial system can have real barriers—hidden information, friction that can slow decisions, and forces that can limit transparency and access. We work to remove them, bringing independent research, connected data, and investor-first tools to a system that needs more clarity. The people doing this work span research, technology, design, product, sales, and functional areas. We build many of our products in-house, so the work can connect directly to the tools investors use to make real financial decisions.
Why Work With Us
Imagining big things 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. As of April 2020, we acquired Sustainalytics to drive long-term meaningful outcomes for investors in the ESG space. Join us on this exciting journey!
Gallery
Morningstar Teams
Morningstar Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
