The Role
The Associate Team Lead will manage Accounts Payable, Accounts Receivable, and General Ledger activities, ensuring timeliness and accuracy. Responsibilities include financial reporting, resolving queries, preparing journal entries, and interacting with global teams while meeting KPIs.
Summary Generated by Built In
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:
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 Entity
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 Entity
Skills Required
- Hands-on experience on ERP (SAP / Oracle, Coupa) system for a minimum of 6 months
- Minimum work experience of 4 years in an MNC setup
- Commerce Graduate (B.Com/M.com/MBA)
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 — Time away options include a paid six‑week sabbatical every four years and flexible time off in North America, with broad usage reported in 2024. Feedback suggests these programs are a distinctive strength by market standards.
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Parental & Family Support — A global minimum beginning in 2025 provides at least 16 weeks paid leave for primary caregivers and up to 8 weeks for secondary caregivers, plus at least 6 weeks paid caregiving leave. This breadth positions family support as a clear pillar of the package.
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Equity Value & Accessibility — An optional Shared Ownership program lets employees direct part of a bonus into RSUs with a 50% company match. This structure adds a notable long‑term ownership component to total rewards.
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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
