Senior Accountant
Morningstar, Inc.
Seattle, WA(remote)
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JOB DETAILS
SALARY
$500–$2,000 Per Year
JOB TYPE
Full-time, Employee
LOCATION
Seattle, WA
POSTED
30+ days ago
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SaveEmailAll Morningstar, Inc. jobsSenior Accountant
Morningstar, Inc. - Seattle, WA
Posted: 2/9/2025 - Expires: 5/10/2025
Job ID: 285164066
Job Description
The Role:
As a Senior Accountant in the America's Accounting Team, you will play an integral role in all aspects of financial statement preparation, regulatory filings, general ledger accounting, Sarbanes-Oxley Act compliance, automation and process improvements for America's ledger (Canada, USA, Mexico, Chile, and Brazil) as well as certain global responsibilities. This position reports to the Americas Accounting Manager.
This is a full-time position and is based in our Seattle office. We are operating in a hybrid environment where we are in-office 3 days/week.
Responsibilities:
Research and resolve day-to-day general ledger accounting issues, and assist with the resolution of significant, complex, and/or unusual transactions to ensure proper application of US GAAP.
Prepare and review SEC filing for Broker Dealer financial statements.
Prepare and review statutory filings including financial statements and tax returns.
Responsible for maintaining a complex calendar of regulatory filings and ensuring timely submission to government entities.
Ensure continued compliance with internal control requirements (SOX focus) and identify process/control enhancements.
Responsible for various monthly close activities, including preparing and/or reviewing various journal entries and account reconciliations.
Coordinate with auditors and internal colleagues to assist in quarterly and year-end audit procedures, including audit requests; and advocate for accounting and other departments during the audit process.
Prepare ad-hoc analyses for management and auditors, as needed.
Assist in the creation of accounting policies and procedures.
Develop and maintain relationships with various members of the organization in order to implement process improvements.
Facilitate process automation for the controllership globally.
Perform project management responsibilities for small to midsize projects within the controllership.
Requirements:
Bachelor's degree in accounting or related field is required.
CPA or CPA candidate preferred.
Minimum of three to five years of work experience in public accounting or industry.
Financial statement preparation experience.
Familiarity with regulatory filings a plus.
Familiarity with international audit/tax coordination a plus.
Ability to multi-task and manage shifting priorities and deadlines, with attention to detail, and an ability to work both independently and in a team environment.
Excellent control documentation skills and ability to mentor team members and business partners regarding SOX requirements.
Excellent documentation skills supporting routine and non-routine transactions (audit support documentation level required).
Excellent spoken and written communication skills; interpersonal skills.
Strong skills and proficiency with Microsoft Office programs (Excel, Outlook, PowerPoint, and Word) - will be tested.
Familiarity with accounting software is a plus, including Oracle, FCCS, Workiva, Asana, Blackline and Tableau.
Experience with automation tools like Alteryx is a plus.
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
75% 401k match up to 7%
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 plansand coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disabilityinsurance
Emotional Health
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Leave & Paternity Leave
Adoption Assistance
Leadership Coaching & Formal MentorshipOpportunities
Annual Education Stipend
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Base Salary Compensation Range
$74,826.00 - $127,217.00
Total Cash Compensation Range
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days 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.
Morningstar and its subsidiaries are an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity, parental status, or other legally protected characteristics or conduct.
As a Senior Accountant in the America's Accounting Team, you will play an integral role in all aspects of financial statement preparation, regulatory filings, general ledger accounting, Sarbanes-Oxley Act compliance, automation and process improvements for America's ledger (Canada, USA, Mexico, Chile, and Brazil) as well as certain global responsibilities. This position reports to the Americas Accounting Manager.
This is a full-time position and is based in our Seattle office. We are operating in a hybrid environment where we are in-office 3 days/week.
Responsibilities:
Research and resolve day-to-day general ledger accounting issues, and assist with the resolution of significant, complex, and/or unusual transactions to ensure proper application of US GAAP.
Prepare and review SEC filing for Broker Dealer financial statements.
Prepare and review statutory filings including financial statements and tax returns.
Responsible for maintaining a complex calendar of regulatory filings and ensuring timely submission to government entities.
Ensure continued compliance with internal control requirements (SOX focus) and identify process/control enhancements.
Responsible for various monthly close activities, including preparing and/or reviewing various journal entries and account reconciliations.
Coordinate with auditors and internal colleagues to assist in quarterly and year-end audit procedures, including audit requests; and advocate for accounting and other departments during the audit process.
Prepare ad-hoc analyses for management and auditors, as needed.
Assist in the creation of accounting policies and procedures.
Develop and maintain relationships with various members of the organization in order to implement process improvements.
Facilitate process automation for the controllership globally.
Perform project management responsibilities for small to midsize projects within the controllership.
Requirements:
Bachelor's degree in accounting or related field is required.
CPA or CPA candidate preferred.
Minimum of three to five years of work experience in public accounting or industry.
Financial statement preparation experience.
Familiarity with regulatory filings a plus.
Familiarity with international audit/tax coordination a plus.
Ability to multi-task and manage shifting priorities and deadlines, with attention to detail, and an ability to work both independently and in a team environment.
Excellent control documentation skills and ability to mentor team members and business partners regarding SOX requirements.
Excellent documentation skills supporting routine and non-routine transactions (audit support documentation level required).
Excellent spoken and written communication skills; interpersonal skills.
Strong skills and proficiency with Microsoft Office programs (Excel, Outlook, PowerPoint, and Word) - will be tested.
Familiarity with accounting software is a plus, including Oracle, FCCS, Workiva, Asana, Blackline and Tableau.
Experience with automation tools like Alteryx is a plus.
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
75% 401k match up to 7%
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 plansand coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disabilityinsurance
Emotional Health
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Leave & Paternity Leave
Adoption Assistance
Leadership Coaching & Formal MentorshipOpportunities
Annual Education Stipend
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Base Salary Compensation Range
$74,826.00 - $127,217.00
Total Cash Compensation Range
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days 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.
Morningstar and its subsidiaries are an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity, parental status, or other legally protected characteristics or conduct.
Job Summary
Veteran Preference
Company Details
- Company
- Morningstar, Inc.
- Industry
- Periodical Publishers
Job Information
- Location
- Seattle, WA
- Job Type
- Full Time Employee
- Experience
- 2+ to 5 Years
Education Level - Bachelor's Degree
- Job Position
- 1 Position(s) Open
- Duration
- Over 150 Days
Additional Information
- Federal Contractor
- Yes
- Affirmative Action Plan
- No
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