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FP&A Manager

Morningstar
Chicago, USA
Full-time
Manager · 7+ years experience
Onsite
Discovered 1 weeks ago

Full Job Posting

Key Responsibilities:

  • Financial Ownership & Planning
  • Own the end‐to‐end financial planning, budgeting, forecasting, and reporting processes for the US Investment Management business
  • Lead budget, forecast, and long‐range planning in close partnership with business leaders, ensuring assumptions are well understood, clearly articulated, and appropriately challenged
  • Act as the primary finance partner for US Investment Management leaders, providing guidance on tradeoffs, risks, and financial implications
  • Performance Management, Variance Analysis & Storytelling
  • Own monthly and quarterly performance reviews, producing credible, executive‐ready variance explanations that clearly identify primary drivers, separate signal from noise, and articulate implications
  • Independently validate assumptions and push back on weak or unsupported explanations before outputs reach senior leadership
  • Ensure consistent variance taxonomy (e.g., run‐rate vs one‐time, volume/price/mix/timing) and high analytical standards across deliverables
  • Business Partnership & Judgment
  • Develop a deep understanding of Investment Management business operations, revenue models, pricing mechanics, and cost drivers
  • Translate complex financial results into clear, concise narratives that inform leadership decisions
  • Serve as a trusted advisor to business leaders, balancing partnership with appropriate challenge
  • Process Improvement & Team Leverage
  • Improve FP&A processes, templates, and controls to enhance efficiency, accuracy, and scalability
  • Act as a quality gate for FP&A outputs, reducing rework and ensuring consistency across geographies
  • Embed AI-enabled tools and repeatable workflows where appropriate to improve speed, consistency, and insight generation across planning and reporting processes
  • Partner with global FP&A colleagues to raise standards of analysis and communication
  • Identify practical opportunities to use AI and automation to streamline forecasting, variance analysis, reporting, and recurring FP&A workflows while maintaining strong controls and validation standards

Qualifications

  • 7+ years of progressive experience in FP&A, corporate finance, or related roles
  • Bachelor's degree
  • Demonstrated experience owning financial performance narratives and presenting to senior leadership
  • Strong business acumen with the ability to connect financial outcomes to operational drivers
  • Proven ability to challenge assumptions constructively and protect the credibility of finance outputs
  • Experience in asset management, wealth management, or financial services preferred
  • Advanced Excel and PowerPoint skills
  • Comfortable exploring and applying AI-enabled capabilities in an FP&A context, including automation, scenario analysis, narrative generation, and analytical quality checks
  • 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
  • Emotional Health
  • Trust-Based Time Off
  • 6-week Paid Sabbatical Program
  • 6-Week Paid Family Caregiving Leave
  • Competitive 8-24 Week Paid Parental Leave
  • Adoption Assistance
  • Leadership Coaching & Formal Mentorship Opportunities
  • 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

Preferred Qualifications

  • Experience in asset management, wealth management, or financial services preferred

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