Job Title: IFS RTR - Accounting Manager, Americas SME
Role Purpose:
The RTR Accounting Manager, Americas Accountant / Sr. Accountant plays a pivotal role in a fast-paced multinational and shared services finance environment by leading month-end financial close activities and ensuring accuracy and compliance with US GAAP and internal policies. This role will work across core accounting, close, and controls —with strong exposure to process improvement and transformation initiatives. You will partner with cross functionalcross functional stakeholders to ensure financial records are complete, compliant (US GAAP), and audit ready audit ready.
Key Responsibilities:
- Support timely month‑end close with focus on completeness, accuracy, and quality of substantiation.
- Review the financial statements and analyze key variances and provide analytical insights.
- Execute/support accounting operations across GL, AP, AR, billing, revenue accounting, accruals, expense accounting, intercompany, and reconciliations based on assigned scope.
- Prepare and review account reconciliations, ensuring clear explanations, support, aging follow ups follow-ups, and timely resolution of open items.
- Coordinate with shared services / operations teams to ensure smooth end‑to‑end accounting flows and issue resolution.
- Act as an SME by providing guidance on appropriate accounting treatments for complex or non-routine transactions. Enforce compliance with internal controls and company accounting policies, maintaining an audit-ready environment with proper documentation.
- Identify opportunities for simplification, standardization, and automation across close, reconciliations, validations, and reporting.
- Drive initiatives to shorten the close cycle and enhance reporting accuracy, including exploring AI and advanced financial systems integration where beneficial.
- Partner closely with cross-functional teams – including FP&A, Accounts Payable/Receivable, Tax, Treasury, Operations, and local finance teams – to facilitate smooth end-to-end finance processes.
Success Measures (Key Outcomes):
- Timely & Accurate Closings: Consistently complete monthly and quarterly closings on schedule with high accuracy, yielding reliable financial statements and minimal post-close adjustments.
- Financial Integrity: Achieve strong balance sheet integrity through well-documented, fully reconciled accounts (no aged or unexplained items) and effective elimination of intercompany mismatches in consolidation.
- Process Improvements: Implement efficiency enhancements that reduce close timelines, streamline intercompany processes, or automate with a focus on automating or standardizing e routine tasks, demonstrating continuous improvement in the RTR function.
- Partnership and reporting, working as an extended arm of local Americas controllership team.
Qualifications & Experience:
- Chartered Accountant (CA) with 3-4 years post‑qualification experience in industry and/or audit environment (shared services / multinational exposure preferred).
- 3+ years of relevant post-qualification accounting experience (e.g., general ledger, financial close, auditing or financial reporting), preferably within a multinational company or global shared services environment.
- Strong foundation in accounting principles; exposure to US GAAP and awareness of local statutory requirements is an advantage.
Core Competencies & Skills:
- Strong accounting and reconciliation discipline; structured close execution.
- Experience with Oracle and Salesforce platforms is preferred. Exposure to Oracle EPM applications, including Financial Consolidation and Close (FCCS) and Account Reconciliation (ARCS), would be advantageous.
- Systems mindset: ability to understand process flows and controls end to end.
- Proactive in identifying opportunities for technology adoption and integrating innovative solutions to enhance workflow agility.
- Attention to detail – meticulous in financial data validation, reconciliations, and document preparation to ensure completeness and accuracy of reporting.
- Behavioral Competencies:
- Ownership & Accountability: Proactive “owner” mindset with a bias for action and closure; takes full responsibility for deliverables and outcomes.
- Communication & Collaboration: Clear and effective communicator able to explain financial concepts to non-finance stakeholders; skilled at working across teams, cultures, and time zones.
- Problem Solving: Strong critical-thinking and problem-solving skills, with the ability to resolve complex accounting issues and adapt to new challenges. Strong critical-thinking and analytical skills, with intellectual curiosity to investigate anomalies, identify root causes, resolve complex accounting issues, and make sound decisions in a dynamic environment.
- Time Management: Capable of managing multiple priorities and meeting strict deadlines in a fast-paced, dynamic environment.
- Continuous Improvement: Innovative and adaptable, always seeking ways to improve processes, adopting new technologies or best practices, and champion efficiency in the controllership function.
Morningstar is an equal opportunity employer
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.
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal EntitySkills Required
- Chartered Accountant (CA) qualification
- 3–4 years of post-qualification experience in industry and/or audit
- At least 3 years of relevant accounting experience in general ledger, financial close, auditing, or financial reporting
- Strong foundation in accounting principles
- Experience in a multinational company or global shared services environment
- Exposure to US GAAP
- Awareness of local statutory requirements
- Experience with Oracle and Salesforce platforms
- Exposure to Oracle EPM Financial Consolidation and Close (FCCS) and Account Reconciliation (ARCS)
Morningstar Compensation & Benefits Highlights
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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.
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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.
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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!
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