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
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
$121,400.00-186,150.00
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.
001_MstarInc Morningstar Inc. Legal Entity
Numbers & Facts
Location
Chicago, Illinois
Skills
Accountingunmatched
Accounting Closeunmatched
Accounting Policiesunmatched
Acquisition Integrationunmatched
Ad Hoc Financial Modelingunmatched
Artificial Intelligence (AI)unmatched
Auditingunmatched
Certified Public Accountant (CPA)unmatched
Communication Skillsunmatched
Compensation and Benefitsunmatched
Continuous Improvementunmatched
Cross-Functionalunmatched
Disability Insuranceunmatched
Documentationunmatched
Employee Orientationunmatched
External Auditunmatched
Financial Managementunmatched
Financial Reportingunmatched
General Ledger Accountingunmatched
Generally Accepted Accounting Principles (GAAP)unmatched
Internal Auditunmatched
Interpersonal Skillsunmatched
Journal Entriesunmatched
Legalunmatched
Maintain Complianceunmatched
Mentoringunmatched
Mergers and Acquisitionsunmatched
Microsoft Officeunmatched
Multitaskingunmatched
People Managementunmatched
Performance Analysisunmatched
Policy Developmentunmatched
Presentation/Verbal Skillsunmatched
Procedure Developmentunmatched
Public Accountingunmatched
Reconciliationunmatched
Risk Analysisunmatched
Sarbanes-Oxley Act (SOX)unmatched
Team Lead/Managerunmatched
Technical Accountingunmatched
Time Managementunmatched
Trend Analysisunmatched
Writing Skillsunmatched
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