The Role
Manage monthly close, journal entries, reconciliations, and GAAP application. Oversee SOX compliance and audits, mentor accounting staff, support M&A purchase accounting, drive process improvements and technology/AI enhancements, and provide financial analyses.
Summary Generated by Built In
Job Responsibilities:
Qualifications:
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:
Total Cash Compensation Range
$121,400.00-186,150.00
Inclusive 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 Entity
- 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
$121,400.00-186,150.00
Inclusive 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 Entity
Skills 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
- Strong understanding of SOX/internal controls
- Experience partnering with internal and external auditors and managing audit requests
- Experience supporting M&A activities including purchase accounting and post-acquisition integration
- Demonstrated experience reviewing work and mentoring team members
- Advanced proficiency in Microsoft Office / Co-Pilot
- Strong documentation skills for routine and complex transactions (audit-level support)
- Excellent written and verbal communication and interpersonal skills
- Ability to manage multiple priorities and deadlines in a fast-paced environment
What the Team is Saying
Anna
Team Lead of Software Engineering
Upasna
Software Engineer, Data Collections - AI R&D
Saurabh
Senior Software Engineer
Wendell
Head of Sales, Institutional Equity Research
Raaghavendar
Associate Software Engineer
Jeff
Head of Technology and Product
Morningstar Compensation & Benefits Highlights
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Leave & Time Off Breadth — A recurring paid sabbatical combined with flexible time off in North America and regionally set PTO provides substantial time-away flexibility. Paid volunteer days further broaden the time-off offering.
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Parental & Family Support — A global minimum of paid parental leave for primary and secondary caregivers, along with paid caregiving leave, signals strong family support. Adoption-assistance reimbursement adds another layer of care for growing families.
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Retirement Support — Retirement programs include employer matching or fixed contributions and free access to Morningstar retirement-planning tools. These elements support long-term savings alongside the broader total-rewards package.
Morningstar Insights
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The Company
What We Do
At Morningstar, we believe in building great products in-house in a highly collaborative, agile environment where we focus on technical excellence, the user experience, and continuous improvement. Our technologists represent a range of skills and experience levels, but they all view their work as a craft and push technology’s boundaries.
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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Morningstar Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Typical time on-site:
3 days a week
