Wealth Accountant - EMEA West

Morningstar, Inc.; Greater London; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A leading finance company is seeking a Wealth Accountant to join its UK-based finance team. This role focuses on regulatory reporting and controllership functions while collaborating with finance professionals. Responsibilities include supporting month-end processes, ensuring compliance with FCA regulations, and acting as a finance business partner. The position offers a hybrid work arrangement, allowing for four days in the office weekly, and is ideal for individuals with 3-5 years of accounting experience and relevant qualifications.

Benefits

Hybrid work environment

Flexibility with other benefits

Qualifications

• 3-5 years of accounting experience with financial reporting.
• Basic understanding of FCA reporting requirements.
• Detail-oriented with effective task management.

Responsibilities

• Support month-end and quarter-end close processes.
• Partner with internal CASS team for operational issues.
• Assist in cash flow report preparation.

Skills

Accounting experience

Financial reporting

Month-end close processes

Communication skills

Team collaboration

Proactive problem-solving

Education

Degree in Accounting, Finance, or related field

Part-qualified or fully qualified in ACA, ACCA, CIMA, or equivalent

Tools

Oracle Financial Systems

Hyperion Financial Management

Job description

The Team

Morningstar's Finance team is responsible for accounting, financial planning and analysis of the company's financial results, ensuring adherence to local statutory requirements, and compliance with relevant regulatory bodies (FCA, etc.). The team works closely with our business groups to provide them with timely and insightful information for informed business decisions.

The Role

Morningstar is looking for a Wealth Accountant - EMEA West (UK, Jersey, Middle East, and South Africa) to join our UK-based finance team. This is a role within the Wealth pillar, combining both regulatory support and controllership activities. Reporting to the Wealth Controller - EMEA West, the successful candidate will play a key role in supporting regulatory reporting requirements while also contributing to core controllership functions including month-end close, financial analysis, and business partnering.

This role is an excellent opportunity to develop expertise across both regulatory reporting and controllership functions while working closely with experienced finance professionals. The position is based in our London office with a 4 day in office hybrid working arrangement.

Responsibilities

• Support month-end and quarter-end close processes for Wealth entities, including journal entries, reconciliations, and variance analysis.
• Partner with the internal CASS team for operational issues and support CASS audit requirements.
• Assist in preparing and maintaining cash flow reports to ensure compliance with regulatory requirements and operational needs of the business.
• Act as a finance business partner to Wealth operational teams, providing analysis and insights to support decision-making.
• Help in executing financial reporting submissions to local regulatory bodies in relevant jurisdictions.
• Collaborate with the compliance team to meet regulatory reporting requirements and address compliance-related issues.
• Participate in preparing materials for regulated entities' board meetings.
• Support in modelling regulatory and liquid capital, wind-down scenarios, and stress tests for regulated entities.
• Help maintain the financial risk register for presentation to the legal entity board of directors.
• Contribute to identifying and implementing improvements in both regulatory reporting and controllership processes.
• Stay informed about local and international regulations impacting financial reporting requirements.

Requirements

• A degree in Accounting, Finance, or a related field; part-qualified or fully qualified in ACA, ACCA, CIMA, or equivalent is required.
• 3-5 years of accounting experience, with exposure to financial reporting, and month-end close processes.
• Basic understanding of FCA reporting requirements and regulatory processes.
• Detail-oriented and motivated individual with a willingness to learn and manage tasks effectively.
• Good communication skills and the ability to work well in a team.
• Knowledge of local UK GAAP / IFRS; familiarity with US-GAAP is a plus.
• Experience with or willingness to learn Oracle Financial Systems and Hyperion Financial Management.
• Ability to work in a dynamic, fast-paced environment with a proactive approach to problem-solving and continuous improvement.

Benefits

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.