Morningstar US | Senior Financial Analyst

Responsibilities

• Our Corporate FP&A team is responsible for planning, forecasting, and analyzing the company’s financial results.
• The team works collaboratively with our executive and senior leaders, business finance partners, and international teams to support our strategy and growth initiatives and help make informed business decisions.
• As a Senior Financial Analyst Corporate FP&A, you will be the primary finance partner for Morningstar’s Information Technology function.
• This position reports into the Director of Corporate FP&A and is based in our Chicago office (4 days per week in office is expected).
• You will lead budgeting and forecasting cycles, analyze and report results, collaborate with long-term planning, and drive value creation with ad hoc support for special projects and initiatives.
• Partner with and support Information Technology leaders with budgeting, forecasting, performance analysis, financial modeling and alignment with our long-term strategic plan.
• Drive value for Business Units with utilization-based cost allocations, involving multiple stakeholders early in the process to enhance transparency and optimize outcomes.
• Evaluate and streamline recurring processes, leveraging AI tools and partnering with Business Intelligence teams to enhance efficiency and maximize time available for insight generation and value creation.
• Collaborate across all businesses and regions to ensure consistency of FP&A processes with central requirements for your respective areas.
• Track and evaluate consistency in KPIs and financial reporting across Information Technology, enabling greater visibility and performance monitoring and measurement.

Requirements

• A bachelor’s degree: MBA/CPA/CFA a plus.
• Coursework should include exposure to one or more of: finance/accounting/business/economics/data science/STEM.
• Minimum 2-4 years of experience in corporate finance or business partnership/analysis roles.
• Detail-oriented and a thought leader with strong analytical and communication skills.
• Self-starter that can work independently to solve problems, overcome challenges, and deliver results.
• Comfortable multi-tasking and managing shifting priorities and deadlines.
• Proven ability to build relationships with team members, business leaders, and other internal functions.
• Strong Microsoft Excel skills essential; knowledge of Oracle/Hyperion, Workday, Workday Adaptive Planning, Tableau, and/or PowerBI is preferred.
• Experience solving business problems with Agentic AI and co-working tools is highly desired.

Morningstar US

Morningstar US is an employer hiring in India (sector: BFSI / Investments / Insurance).

Its finance, accounts, audit and tax openings in India are mostly in Chicago and New York.

• Industry: BFSI / Investments / Insurance