Accounts Executive – Finance Shared Services
Employment Type: Permanent
The Area: Morningstar is looking for Accounts Executive for the Finance Shared Services. The Finance Shared Services organization is responsible for executing day to day and project-based activities for the Procure to Pay; Quote to Cash; Record to Report processes of Morningstar’s global business.
The Role: Reporting to the Financial Shared Services Team Lead, executing day-to-day Accounts payable, Accounts receivable and record to Report activities of Morningstar Global business in a process oriented and disciplined manner. The Role will also include responsibility for the accounting contribution for the shared services responsibility that India plays as part of Morningstar’s global business. This role will be based in our Mumbai office.
Key Responsibilities
+ Execute assigned AP, AR, GL transactions on time with accuracy.
+ Ensure all month-end activities are completed within the agreed time and of the highest quality and ensure metrics are met as per targets as applicable.
+ Resolve customer / Suppliers’ queries through email and phone calls.
+ Review and select standard responses for answers or solutions
+ Report on work executed.
+ Prepare Journal entries with supporting documentation.
+ Track progress of assigned tasks, while at the same time adhering to Team set KPIs.
+ Interact with global finance teams on doubt and error resolution.
+ Ensure good customer care and focus on all times.
+ Bank Reconciliation.
Qualifications / Experience:
The incumbent must have proficient knowledge in the following knowledge of accounts payable:
- Hands-on experience on ERP (SAP / Oracle, Coupa) system for a minimum of 6 months
- Thorough knowledge of basic accounting procedures
- Ability to maintain a high level of accuracy in preparing and entering financial information.
- Strong analytical and problem-solving skills
- Already part of a similar setup either a BPO or Shared Service center
- Minimum work experience of 4 years in an MNC setup
- Commerce Graduate (B.Com/M.com/MBA)
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
- Minimum four years of work experience in a multinational company setup
- At least six months of hands-on experience with an ERP system such as SAP, Oracle, or Coupa
- Thorough knowledge of basic accounting procedures
- Ability to maintain high accuracy when preparing and entering financial information
- Strong analytical and problem-solving skills
- Experience in a BPO or finance shared services center
- Commerce Graduate, B.Com, M.Com, or MBA
What the Team is Saying
Morningstar Compensation & Benefits Highlights
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Retirement Support — Employer 401(k) matching and access to Morningstar retirement‑planning tools are prominent features of the package. These elements create a strong foundation for long‑term savings.
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Leave & Time Off Breadth — Flexible time off, paid holidays, sick and personal days, and a paid sabbatical every four years provide generous time away from work. Sabbaticals are specifically highlighted as a standout perk.
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Parental & Family Support — A global minimum of 16 weeks for primary caregivers, up to eight weeks for secondary caregivers, and at least six weeks of paid caregiving leave offer robust family support. Some materials also note adoption assistance and related resources.
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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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.
