The Role
The Finance Analyst I monitors accounts receivable, resolves overdue bills, provides invoice analysis, manages payment extensions, supports sales with billing inquiries, and assists in month-end close duties.
Summary Generated by Built In
Role : Finance Analyst I
Shift : Afternoon
Job Overview
The Collections Specialist is involved in all areas of Morningstar's accounts receivable process. This role is responsible for responsible for resolving overdue bills and collecting payments from those who owe, along with resolving escalated client issues, providing analysis on client invoices, and managing the invoice extension process. Other responsibilities include assisting Morningstar's Sales teams with billing questions. Willing to work in EMEA or NAR shift timings will be 3 PM to 12 AM.
Team Overview
At Morningstar, employees are our customers, and customers are king! The Finance team handles everything "money" at Morningstar including accounting, quote-to-cash, for our fast-paced and growing company. The team supports the growth of Morningstar by providing actionable insights on the company's financial health, all while working with a fun, energetic team!
Outline of Duties and Responsibilities
Experience, Skills and Qualifications
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
Shift : Afternoon
Job Overview
The Collections Specialist is involved in all areas of Morningstar's accounts receivable process. This role is responsible for responsible for resolving overdue bills and collecting payments from those who owe, along with resolving escalated client issues, providing analysis on client invoices, and managing the invoice extension process. Other responsibilities include assisting Morningstar's Sales teams with billing questions. Willing to work in EMEA or NAR shift timings will be 3 PM to 12 AM.
Team Overview
At Morningstar, employees are our customers, and customers are king! The Finance team handles everything "money" at Morningstar including accounting, quote-to-cash, for our fast-paced and growing company. The team supports the growth of Morningstar by providing actionable insights on the company's financial health, all while working with a fun, energetic team!
Outline of Duties and Responsibilities
- Monitor accounts on a daily basis to Identify outstanding account receivables
- Investigate historical data for debts and bills
- Collaborate with other sub-process teams to resolve escalated invoices and client payment problems.
- Provide In depth analysis of client invoices including escalated aging buckets.
- Create Morningstar's Quarterly Accounts Receivable reports.
- Manage approvals for payment extensions or exceptions outside of Morningstar's standard cadence.
- Work with Morningstar's Sales department to answer questions around billing and communicate any issues with accounts.
- Respond to a variety of inquiries from both customers email and phone calls.
- Communicate remittance information to the cash application team.
- Manage collections efforts for past due invoices by making calls and sending notices.
- Compile back-up documentation for 3rd party collection cases.
- Support to the accounting team with month-end close duties as needed.
- Participate in various company initiatives and projects as requested.
Experience, Skills and Qualifications
- Bachelor's degree and 5-8 years of experience in a Shared Service or BPO environment.
- Proven experience as a Collection Specialist or similar role for EMEA or NAR will be plus
- Strong organization skills with excellent attention to detail.
- Excellent communication skills, both written and verbal.
- Experience with any collection tool/systems a plus.
- Ability to work independently, under tight deadline at times, and in an ever changing/dynamic environment.
- Proficiency with MS Office suite including in-depth knowledge of Outlook, Word and Excel with the ability to pick up new systems and software easily.
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
- Bachelor's degree and 5-8 years of experience in a Shared Service or BPO environment
- Proven experience as a Collection Specialist or similar role for EMEA or NAR
- Strong organization skills with excellent attention to detail
- Excellent communication skills, both written and verbal
- Experience with any collection tool/systems
- Ability to work independently, under tight deadlines
- Proficiency with MS Office suite including in-depth knowledge of Outlook, Word and Excel
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
