{bc}
Apply
workday

Senior Financial Analyst

Morningstar
Chicago, USA
Full-time
Senior · 5+ years experience
Onsite
Discovered 1 weeks ago
excel

Full Job Posting

Responsibilities

  • Complete ownership of the financial planning, reporting and budgeting process for products within the Direct Platform group.
  • Effectively interact with business and sales stakeholders to help lead budget, planning and forecast formulation and execution.
  • Leads monthly reporting by gathering and analyzing data, actual/projections variances and providing information with insights.
  • Work closely with our HR function and business leaders to set, maintain and update salary target levels for products you would support.
  • 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.

Requirements

  • 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.
  • 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
  • $95,275.00-139,741.66
  • 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

  • Five years of experience in a financial planning and analysis and/or accounting-related position with a bachelor’s degree; CPA/MBA a plus.
  • Solid Microsoft Excel and PowerPoint skills required; knowledge of Hyperion and Oracle preferred.

Apply for this job in 1 click

Skip the repetitive application forms

Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.

Sarah M.James T.Maya R.

Trusted by over 500,000 job seekers on Base Career

Start Free Today

More from this employer

More jobs at Morningstar

Client Support Specialist, Level II

Chicago, USA

Discovered TodayFull-time

Senior Client Support Specialist, Level II

Chicago, USA

Discovered TodayFull-time

Security Analyst

Mumbai, IND

Discovered TodayFull-time

Marketing Manager, Strategic Accounts

Chicago, USA

Discovered 2 days agoFull-time

Senior Manager, Accounts Receivable & Collections

Chicago, USA

Discovered 2 days agoFull-time

Director of Institutional Research, Morningstar Indexes

Chicago, USA

Discovered 2 days agoFull-time

Client Account Executive, Mid-Market

Chicago, USA

Discovered 2 days agoFull-time

North American CMBS Credit Ratings, Senior Analyst – Chicago

Chicago, USA

Discovered 2 days agoFull-time