Morningstar US | Senior Financial Analyst

Responsibilities

• Morningstar’s Financial Planning and Analysis team is responsible for planning, forecasting, and analyzing the company’s financial results.
• The team works collaboratively with our business groups as well as the corporate functions to support our strategy and growth initiatives and help make informed business decisions to create value.
• This role involves both revenue and expense management for subscription and licensed based product areas, including Morningstar Investor, Direct & Reporting, and Licensed Data.
• In addition, you will gain extensive experience with financial systems and reporting, build relationships with senior management, and work on special projects as necessary.
• This position reports to a Manager of Financial Planning and Analysis and is based in our Chicago office.
• Leads monthly reporting by gathering and analyzing data, actual/projections variances and providing information with insights.
• Perform ad-hoc analysis and provide support on special projects as needed.
• Collaborate with global team members to bring consistency and efficiency in FP&A processes.
• Assist in creating and maintaining internal financial reporting packages and materials for meetings.
• Present financial results to group heads on a monthly basis.
• Partner with our business group colleagues to help them gain better insight into their business.
• Identify and implement improvement in business processes.
• Participate in cross-functional project teams formed to address business process improvements in the financial planning & budgeted processes.
• Work closely with our HR function and business leaders to set, maintain and update salary target levels for products you would support.

Requirements

• Effectively interact with business and sales stakeholders to help lead budget, planning and forecast formulation and execution.
• Five years of experience in a financial planning and analysis and/or accounting-related position with a bachelor’s degree; CPA/MBA a plus.
• Candidates should be excellent communicators, detail-oriented and possess strong analytical and problem-solving skills.
• Strong team player with demonstrated relationship building skills who will roll up his or her sleeves to get the job done.
• Solid Microsoft Excel and PowerPoint skills required; knowledge of Hyperion and Oracle preferred.

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