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Morningstar India

Morningstar India | Intern

Mumbai, Maharashtra · Chartered Accountancy student registered with ICAI and eligible for Industrial Training as per ICAI guidelines

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Job Highlights

Key responsibilities

  • 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.
  • 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.
  • 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.
  • Assist with banking administration and treasury-related activities.
  • Support cash management reporting and reconciliations.
  • Participate in monitoring banking documentation and controls.
  • 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.
  • Assist in maintaining fixed asset records and reconciliations.
  • Support asset verification exercises and documentation.
  • 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.

Requirements

  • Strong academic record and understanding of accounting principles.
  • 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 is an advantage.
  • Strong attention to detail and commitment to quality.
  • Proficiency in Microsoft Excel.

About the company

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)
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