Job Description
Role : Finance Analyst
Shift : UK
Responsibilities:
- Support central functions in budgeting, forecasting, performance analysis, and financial modeling, ensuring alignment with the organization’s long-term strategic plan.
- Support in providing detailed spend analysis to business units and leaders, helping them understand key drivers of financial movements
- Collaborate across all businesses and regions to ensure consistency of FP&A processes with central requirements for your respective areas.
- Support the global FA’s on providing insights on the queries raised, on case-to-case basis.
- Perform financial modeling for central functions and provide insightful analysis for decision-making.
- Identify risks and opportunities and develop a mitigation plan collaborating with the relevant stakeholders.
Qualifications:
- A Bachelor’s degree required; MBA, CA, or ICWA qualifications are an advantage
- Minimum of 3-6 years of experience in corporate finance or business partnership/analysis roles.
- Candidate should be detail-oriented and a thought leader with strong analytical, problem-solving, and communication skills to influence decisions and outcomes.
- Ability to multi-task and manage shifting priorities and deadlines.
- Ability to work well on large and small cross-functional teams.
- Proven ability to build relationships with team members, business leaders, and other internal functions.
- Advanced proficiency in Microsoft Excel is essential; experience with Oracle/Hyperion, Salesforce, Tableau, or PowerBI is preferred.
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
- Bachelor’s degree
- 3–6 years of experience in corporate finance or business partnership/analysis roles
- Strong analytical, problem-solving, and communication skills
- Ability to multitask and manage shifting priorities and deadlines
- Ability to work effectively on cross-functional teams
- Ability to build relationships with team members, business leaders, and internal functions
- Advanced proficiency in Microsoft Excel
- MBA, CA, or ICWA qualification
- Experience with Oracle/Hyperion, Salesforce, Tableau, or Power BI
What the Team is Saying
Morningstar Compensation & Benefits Highlights
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Leave & Time Off Breadth — A recurring paid sabbatical every four years and flexible time off in North America provide substantial time away from work. A global minimum of six weeks’ paid caregiving leave further extends coverage for personal and family needs.
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Parental & Family Support — Paid parental leave sets a stated global minimum of 16 weeks for primary caregivers and up to eight weeks for secondary caregivers, with adoption assistance reimbursing eligible expenses. These policies are positioned as global standards that complement broader leave programs.
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Equity Value & Accessibility — Employees can convert a portion of bonuses or commissions into RSUs with an additional company match on the converted amount. Impact RSU awards in some cases add further upside tied to strong performance.
Morningstar Insights
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.
