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 — Policies include a paid sabbatical every four years and flexible PTO covering vacation, sick, and personal days, alongside paid volunteer time. Feedback suggests these features create meaningful flexibility and rest opportunities beyond standard leave plans.
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Parental & Family Support — A global minimum of 16 weeks paid parental leave for primary caregivers (up to 8 weeks for secondary) and at least six weeks of paid caregiving leave are publicly stated, with adoption assistance also available. These provisions indicate robust support for families during key life events.
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Retirement Support — U.S. materials document a 401(k) match of $0.75 per $1 up to 7% of pay and no‑cost access to Morningstar retirement tools. This combination strengthens long‑term savings and planning for employees.
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
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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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
