Associate Finance Analyst - I

Morningstar Credit Ratings, LLC; Mumbai; On-site; INR 450,000 - 750,000; Full time

Job summary

Morningstar India Private Ltd. in Mumbai seeks an Accounts Executive to support Finance Shared Services, handling AP/AR and contributing to the India shared service migration. The role collaborates with global finance teams to resolve issues and improve processes.

The candidate should have 3+ years in AR/AP, ERP exposure, strong Excel skills, and good verbal and written communication to liaise with international clients. This is an in-office Mumbai position with hybrid options available.

Qualifications

• 3+ years’ experience as Accounts Receivable & Accounts Payable Executive.
• Must have experience with an ERP module.
• Proficiency in MS Excel.

Responsibilities

• Participate & assist in transition of processes from local operations to India shared service.
• Execute assigned transactions in a timely manner with accuracy.
• Manage Global Customer Billing Enquiry.
• Resolve customer queries through email and phone calls.
• Review and select standard responses for answers or solutions.
• Report on work executed.
• Track progress of assigned tasks and meet KPIs/KRAs.
• Interact with global finance teams on doubt resolution and process improvements.

Skills

Communication skills

Tools

ERP module

Oracle 11i/R12

Job description

The Area: Morningstar is looking for Accounts Executive for the Finance Shared Services.

The Role

Reporting to the Financial Shared Services Manager, executing day to day Accounts payable and/ or Accounts receivable activities of Morningstar Global business in a process oriented and disciplined manner. The Role will also include responsibility for the accounting contribution for the shared services responsibility that India plays as part of Morningstar’s global business. The role holder will also work closely with the global finance teams and India manager to migrate process from local operations to India shared service. This role will be based in our Mumbai office.

Key Responsibilities

• Participate & assist in transition of processes from local operations to India shared service.
• Execute assigned transactions in a timely manner with accuracy.
• Manage Global Customer Billing Enquiry.
• Resolve customer queries through email and phone calls.
• Review and select standard responses for answers or solutions.
• Report on work executed.
• Track progress of assigned tasks, while at the same time adhering to Morningstar's set KPIs and KRAs.
• Interact with global finance teams on doubt and error resolution, as well as process improvements.
• Ensure good customer care and focus at all time.
• Bank Reconciliation.

Requirements

• 3+ years’ concrete experience as Accounts Receivable & Accounts Payable Executive.
• Must have experienced on an ERP module.
• Knowledge of Oracle 11i / R12 will be preferable.
• Able to prioritize workload assigned.
• Particular with numbers; Proficiency in use of MS Excel is a MUST.
• Process focused and adhered to achieve SLA in best manner in day to day activities.
• Experience to interact with foreign clients.
• TAT orientated and understands the criticality of month end closing activities.
• Desire for improvement and innovation.
• Good verbal and written Communication skills.

Morningstar is an equal opportunity employer.

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.

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Morningstar is a global independent investment research and financial data company.

Here, you'll help uncover what's hidden, simplify what's complex, and create insights that empower investor success.

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Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants.

We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.