Finance Analyst

Morningstar Credit Ratings, LLC; Mumbai; Hybrid; INR 900,000 - 1,200,000; Full time

Job summary

Morningstar India Private Ltd. in Mumbai seeks a Financial Analyst to support budgeting, forecasting, and performance analysis aligned with the company’s strategic plan. The role requires CA qualifications, strong analytical and communication skills, and advanced Excel proficiency.

You will work on cross-functional teams across regions to ensure FP&A process consistency. The position emphasizes modeling, spend analysis, risk assessment, and collaboration with stakeholders to drive informed

Qualifications

• Bachelor's degree with CA qualifications mandatory.
• Detail-oriented and strong analytical, problem-solving, and communication skills.
• Ability to multi-task and manage shifting priorities and deadlines.
• Ability to work well on large and small cross-functional teams.
• Advanced proficiency in Microsoft Excel is essential.

Responsibilities

• Support central functions in budgeting, forecasting, performance analysis, and financial modeling, ensuring alignment with the organization’s long-term strategic plan.
• Support in providing detailed spend analysis to business units and leaders, helping them understand key drivers of financial movements.
• Collaborate across all businesses and regions to ensure consistency of FP&A processes with central requirements for your respective areas.
• Support the global FA’s on providing insights on the queries raised, on case-to-case basis.
• Perform financial modeling for central functions and provide insightful analysis for decision-making.
• Identify risks and opportunities and develop a mitigation plan collaborating with the relevant stakeholders.

Skills

Analytical skills

Problem-solving

Communication skills

Multi-tasking

Cross-functional collaboration

Education

Bachelor’s degree with CA qualifications

Tools

Microsoft Excel

Job description

Financial Analyst Responsibilities:

• Support central functions in budgeting, forecasting, performance analysis, and financial modeling, ensuring alignment with the organization’s long‑term strategic plan.
• Support in providing detailed spend analysis to business units and leaders, helping them understand key drivers of financial movements.
• Collaborate across all businesses and regions to ensure consistency of FP&A processes with central requirements for your respective areas.
• Support the global FA’s on providing insights on the queries raised, on case‑to‑case basis.
• Perform financial modeling for central functions and provide insightful analysis for decision‑making.
• Identify risks and opportunities and develop a mitigation plan collaborating with the relevant stakeholders.

Qualifications:

• A Bachelor’s degree with CA qualifications mandatory.
• Candidate should be detail‑oriented and a thought leader with strong analytical, problem‑solving, and communication skills to influence decisions and outcomes.
• Ability to multi‑task and manage shifting priorities and deadlines.
• Ability to work well on large and small cross‑functional teams.
• Advanced proficiency in Microsoft Excel is essential.

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.

Company overview Morningstar Development Program 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.