Key Responsibilities
1. Financial Reporting & Month-End Close
- Assist in month-end and quarter-end close activities.
- Support preparation and review of account reconciliations.
- Analyze balance sheet and P&L movements and investigate variances.
- Assist in maintaining supporting documentation for financial reporting.
- Support intercompany reconciliations and transaction reviews.
- Participate in financial data validation and reporting activities.
2. Audit & Statutory Compliance
- Assist in preparation of audit schedules and supporting documentation.
- Coordinate with internal and external auditors to respond to audit queries.
- Support statutory financial statement preparation and review processes.
- Help organize and maintain audit-ready documentation.
3. Regulatory & Tax Compliance
- Support compliance activities related to direct and indirect taxes.
- Assist with reconciliations for TDS, GST, and other statutory requirements.
- Support regulatory filing requirements for various Asia entities.
- Participate in documentation and compliance tracking activities.
4. Treasury & Banking Operations
- Assist with banking administration and treasury-related activities.
- Support cash management reporting and reconciliations.
- Participate in monitoring banking documentation and controls.
5. Internal Controls & Process Documentation
- Assist in testing and documenting finance controls.
- Support maintenance of SOPs, process maps, and control documentation.
- Identify opportunities for strengthening processes and controls.
- Participate in balance sheet review and control monitoring activities.
6. Fixed Assets & Accounting Support
- Assist in maintaining fixed asset records and reconciliations.
- Support asset verification exercises and documentation.
- Help track additions, disposals, and depreciation-related information.
7. Finance Transformation & Automation
- Participate in automation and process improvement initiatives.
- Support reporting enhancements using Excel, Smart View, Oracle, BlackLine, or similar systems.
- Assist in testing and implementation of new processes and system improvements.
- Explore AI-enabled solutions to improve efficiency in finance operations.
Learning Opportunities
The Industrial Trainee will gain exposure to:
- US GAAP and local statutory reporting requirements
- Multi-country accounting and controllership
- Month-end and year-end close processes
- Internal controls and governance frameworks
- Statutory and tax audits
- Treasury and banking operations
- ERP systems (Oracle/FCCS/BlackLine or equivalent)
- Finance automation and AI-driven process improvements
Eligibility Criteria
- Chartered Accountancy student registered with ICAI and eligible for Industrial Training as per ICAI guidelines.
- Strong academic record and understanding of accounting principles.
- Proficiency in Microsoft Excel.
- Strong analytical, communication, and problem-solving skills.
- Ability to collaborate effectively with multiple stakeholders and manage competing priorities.
Preferred Skills
- Knowledge of accounting standards and financial reporting.
- Exposure to ERP systems is an advantage.
- Interest in process improvement, automation, and data analytics.
- Strong attention to detail and commitment to quality.
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
- Chartered Accountancy student registered with ICAI and eligible for Industrial Training under ICAI guidelines
- Strong academic record and understanding of accounting principles
- Proficiency in Microsoft Excel
- Strong analytical, communication, and problem-solving skills
- Ability to collaborate effectively with multiple stakeholders and manage competing priorities
- Knowledge of accounting standards and financial reporting
- Exposure to ERP systems
- Interest in process improvement, automation, and data analytics
- Strong attention to detail and commitment to quality
What the Team is Saying
Morningstar Compensation & Benefits Highlights
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Retirement Support — Employer 401(k) matching and access to Morningstar retirement‑planning tools are prominent features of the package. These elements create a strong foundation for long‑term savings.
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Leave & Time Off Breadth — Flexible time off, paid holidays, sick and personal days, and a paid sabbatical every four years provide generous time away from work. Sabbaticals are specifically highlighted as a standout perk.
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Parental & Family Support — A global minimum of 16 weeks for primary caregivers, up to eight weeks for secondary caregivers, and at least six weeks of paid caregiving leave offer robust family support. Some materials also note adoption assistance and related resources.
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
Morningstar’s missing is to empower investor success. We can only do that if our people feel empowered. That means finding people who think independently, bring a wide range of backgrounds with analytical rigor and genuine intellectual curiosity to the work.
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Morningstar Teams
Morningstar Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Across most of our offices globally, employees work four days a week in the office and one day from home. We recognize that life doesn't always fit a fixed schedule and offer programs that can help provided increased workplace flexibility.
