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
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Leave & Time Off Breadth — Time-off policies include flexible PTO and a paid sabbatical every four years, often highlighted as a standout perk. Feedback suggests this structure supports strong work–life balance and meaningful breaks.
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Parental & Family Support — Policies advertise a global minimum of 16 weeks for primary caregivers, up to 8 weeks for secondary caregivers, and at least six weeks of paid caregiving leave. These offerings signal above-average support for family and caregiving needs.
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Retirement Support — Retirement programs feature employer 401(k) contributions/matching, with some postings citing a 75% match on up to 7% of pay. Feedback suggests these offerings are a strong pillar of the package.
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
Morningstar’s missing is to empower investor success. We can only do that if our people feel empowered. That means finding people who think independently, bring a wide range of backgrounds with analytical rigor and genuine intellectual curiosity to the work.
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Morningstar Teams
Morningstar Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Across most of our offices globally, employees work four days a week in the office and one day from home. We recognize that life doesn't always fit a fixed schedule and offer programs that can help provided increased workplace flexibility.
