- Associate Finance Analyst II
Employment Type: Full Time
The Area: Morningstar is looking for Associate Finance Analyst II for the India Finance Services. The Finance Shared Services is responsible for executing day to day Accounts payable and/ or Accounts receivable activities of Morningstar Global business in a process oriented and disciplined manner.
The Role: Reporting to the Financial Shared Services Team Leader, executing day to day Accounts payable and/ or Accounts receivable 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
• Processing Invoice
• Ensuring that NON-PO invoices are processed in line with the Global procurement policy
• Identifying any exceptions in the PO and NON-PO process to process principal in a timely manner
• Ensure compliance to Internal controls and work procedures
• Timely reply to the emails received from Internal customers and stake holders
• Enter invoice details as received on the Invoice & PO copy.
• Code the invoices with correct GL codes
• Bank Reconciliation
Primary Roles and Responsibilities:
This person would be primarily responsible for day to day processing of Invoices in Coupa system
• Review of Hold on periodic basis
• Query resolution.
Experience/ Qualifications:
The incumbent must have proficient knowledge in the following knowledge of accounts payable:
• Hands on experience on Invoice processing in Oracle / Coupa for minimum of 6 months
• Knowledge on Fixed Asset process will add value.
• Ability to maintain a high level of accuracy in preparing and entering financial information
• Already part of similar setup either a BPO or Shared Service center
• Minimum work experience of 3 year in an MNC setup
• Any Commerce Graduate (B.Com/M.com/MBA/BBA
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
- Hands-on experience processing invoices in Oracle or Coupa for at least 6 months
- Minimum 3 years of work experience in an MNC environment
- Experience in a BPO or finance shared services center
- Proficient knowledge of accounts payable
- Ability to maintain high accuracy when preparing and entering financial information
- Commerce graduate qualification such as B.Com, M.Com, MBA, or BBA
- Knowledge of fixed asset processes
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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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.
