Job Responsibilities:

• Manage and oversee monthly close processes, including preparation, review and approval of journal entries and account reconciliations
• Research and resolve day-to-day general ledger accounting issues, and assist with the resolution of significant, complex, transactions to ensure proper application of GAAP
• Review general ledger activity and investigate variances or unusual transactions
• Ensure continued compliance with SOX/internal control requirements and proactively identify control enhancements
• Partner with internal and external auditors to support quarterly and year-end audits, including managing audit requests
• Assist in the creation of accounting policies and procedures
• Supervise, mentor, and develop accounting staff, providing guidance on technical accounting and process execution
• Manage team priorities and workload while promoting a culture of accountability, continuous improvement, and professional development
• Support M&A activities, including purchase accounting and post-acquisition integration activities
• Prepare and review periodic and ad-hoc financial analyses to provide performance analysis and drive actionable insights
• Leverage data to identify trends, risks, and opportunities for improved financial performance
• Identify and implement opportunities to standardize streamline and automate accounting processes
• Partner with cross functionals teams to identify opportunities for AI-driven enhancements within accounting processes

• Partner with cross functional teams to implement new technologies and tools
• Perform other duties and special projects as assigned

Qualifications:

• CPA designation
• Bachelor’s degree in Accounting
• 5+ years of progressive accounting experience (public accounting and/or publicly held company)
• Strong knowledge of US GAAP and financial reporting
• Demonstrated experience reviewing work and mentoring team members
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Strong documentation skills for routine and complex transactions (audit-level support)
• Strong understanding of SOX/internal controls and ability to guide others
• Excellent written and verbal communication and interpersonal skills
• Advanced proficiency in Microsoft Office / Co-Pilot

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

  • 100% 401k match up to 6% of salary

  • 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 Leave

  • Adoption Assistance

  • Leadership Coaching & Formal Mentorship Opportunities

  • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses

  • 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

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.