Director FP&A Center of Excellence (COE)

Title: Director FP&A Center of Excellence (COE), Mumbai
Location: Vashi, Navi Mumbai
Company: Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities.
Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years.
Team: Morningstar's global FP&A team plays a key role in enabling strategic decision-making through analytical rigor, performance insights, and financial stewardship. As we expand our capabilities in India, we're building a Center of Excellence (COE) that will serve as a strategic extension of our global FP&A organization.
Role: We are seeking an experienced senior FP&A leader to establish and lead Morningstar's newly formed FP&A Center of Excellence (COE) in Mumbai. Reporting to the Head of Corporate FP&A, this role will build, scale, and optimize a high-performing offshore FP&A team that drives process excellence, analytical rigor, and strategic business partnership through operational efficiency, automation, and analytics.
Shift: General Business Hours (Global Collaboration Required)
Responsibilities:

• Establish and lead the FP&A COE, defining its strategy, structure, and operating model in alignment with Morningstar's global FP&A objectives.
• Oversee the design, implementation, and standardization of reporting, forecasting, budgeting, and variance analysis processes.
• Build, develop, and mentor a team of Financial Analysts, fostering a culture of collaboration, continuous improvement, and process excellence.
• Drive transition and migration of FP&A activities to the COE, ensuring smooth knowledge transfer and minimal disruption.
• Champion automation initiatives, standardized templates, and analytics-driven insights to enhance scalability and consistency.
• Collaborate with global FP&A teams and corporate stakeholders to deliver high-quality financial insights and performance management.
• Define and monitor KPIs to track efficiency, accuracy, and stakeholder satisfaction.
• Lead change management, training, and communication strategies to strengthen alignment and engagement across teams.
• Ensure strong governance, compliance, and operational controls across all COE processes.

Qualifications:

• 10+ years of progressive experience in FP&A, with proven leadership in managing offshore or COE teams.
• Chartered Accountant and/or MBA from a reputed institution.
• Demonstrated expertise in process excellence, transformation, and global collaboration.
• Strong analytical, problem-solving, and communication skills.
• Proficiency in MS Excel (advanced) and exposure to tools such as Oracle EPM, Workday Adaptive Planning, Tableau, Power BI, or Anaplan.
• Experience driving automation, standardization, and analytics-led FP&A operations.
• Ability to work effectively in a matrixed, cross-cultural environment with strong stakeholder management and influencing skills.

Why Join Us:

• Shape the Future: Build and lead Morningstar's FP&A COE from the ground up.
• Drive Impact: Enable smarter, faster financial decision-making across global business units.
• Collaborate Globally: Work with senior finance leaders worldwide.
• Lead Transformation: Champion automation, analytics, and operational excellence in FP&A.
• Empower People: Lead and mentor a talented team that reflects Morningstar's values of integrity, collaboration, and client focus.

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.