- Prepare and review journal entries, account reconciliations, financial statement schedules, and other necessities for our month-end close.
- Assist with internal and external audit schedules; ensure that all tasks adhere to our control environment.
- Manage Fixed Asset setup and reporting including roll forwards and reconciliations.
- Understanding and experience in preparing cash flows
- Execute financial controls by performing various reconciliations and testing of account detail.
- Assist in development and implementation of accounting procedures by analyzing current procedures and recommending changes.
- Analyze financial information to prepare ad hoc reporting and perform other duties as assigned.
Qualifications:
- A bachelor's degree in accounting or finance.
- Understanding of Generally Accepted Accounting Principles and the ability to apply them to business transactions.
- Understanding of a Chart of accounts and how accounts roll-up to financial statements.
- The ability to adjust to a fast-paced environment and manage completing tasks by strict deadlines.
- Excellent communication skills to interact with varying levels of management and professional staff.
- Progressive thinking skills, a strong work ethic, and an aptitude for innovative solutions
- Strong organizational, attention to detail and documentation skills, particularly to help with compliance with section 404 of the Sarbanes-Oxley Act.
- Familiarity with accounting software, Oracle is a plus.
- Minimum 5 years' experience in corporate accounting, audit or finance.
- Completed or near completion of CPA preferred
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
- Financial Health
- 75% 401k match up to 7%
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
- Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
- Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Bonding Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Education Stipend
- Tuition Reimbursement
- Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$101,925.00 - 173,275.00 USD Annual
Inclusive of annual base salary and target incentive
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.
001_MstarInc Morningstar Inc. Legal Entity
Top Skills
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.











