Morningstar India | Associate Analyst I

Key responsibilities

• The Finance Shared Services organization is responsible for executing day to day and project-based activities for the Procure to Pay; Quote to Cash; Record to Report processes of Morningstar’s global business.
• The Role will also include responsibility for the accounting contribution for the shared services responsibility that India plays as part of Morningstar’s global business.
• + Execute assigned AP, AR, GL transactions on time with accuracy.
• + Ensure all month-end activities are completed within the agreed time and of the highest quality and ensure metrics are met as per targets as applicable.
• + Resolve customer / Suppliers’ queries through email and phone calls.
• + Review and select standard responses for answers or solutions.
• + Prepare Journal entries with supporting documentation.
• + Track progress of assigned tasks, while at the same time adhering to Team set KPIs.
• + Interact with global finance teams on doubt and error resolution.
• + Ensure good customer care and focus on all times.
• Reporting to the Financial Shared Services Team Lead, executing day-to-day Accounts payable, Accounts receivable and record to Report activities of Morningstar Global business in a process oriented and disciplined manner.

Qualifications / experience

• Hands-on experience on ERP (SAP / Oracle, Coupa) system for a minimum of 6 months.
• Thorough knowledge of basic accounting procedures.
• Ability to maintain a high level of accuracy in preparing and entering financial information.
• Strong analytical and problem-solving skills.
• Minimum work experience of 4 years in an MNC setup.

Morningstar

Morningstar, Inc. is a leading provider of independent investment research and data, headquartered in Chicago and operating through subsidiaries in more than 30 countries with over 40 offices worldwide. It serves individual investors, financial advisers and wealth managers, asset managers, retirement plan providers and institutional investors with data, analytics and research (Morningstar Direct, Morningstar Investor, PitchBook for private markets, Sustainalytics for ESG research), credit ratings through Morningstar DBRS, Morningstar Indexes, and investment management and retirement services.

Morningstar India Private Limited, based in Vashi, Navi Mumbai, is a major data, research, technology and operations centre for the group — Morningstar counts India as one of its four regions alongside the Americas, EMEA and Asia-Pacific — and has been certified as a Great Place to Work for ten consecutive years. Its Mumbai teams work in managed-investment and equity data, equity and manager research, index management and operations, credit and ESG research, product development, client service and corporate finance — work that suits CA, CFA, MBA (Finance), M.Com and B.Com profiles as well as quantitative and research specialists.

• Industry: Financial services — independent investment research, data, indexes and credit ratings
• Headquarters: Chicago, Illinois, USA
• In India: Morningstar India Private Limited, Vashi, Navi Mumbai (Vishwaroop IT Park) and Mumbai (Platinum Park)