IT FP&A Partner: Senior Financial Analyst

Morningstar; Illinois; Hybrid; USD 98,000 - 144,000; Full time

Benefits offered by this job

401k match

Stock ownership potential

Life insurance

Comprehensive health benefits

Sabbatical program

Parental leave

Tuition reimbursement

Job summary

Morningstar's Corporate FP&A team seeks a Senior Financial Analyst to partner with the Information Technology function. You will lead budgeting, forecasting, and reporting cycles, collaborating with CTO and senior stakeholders across Corporate Systems, Employee Support, Infrastructure, and Information Security.

The role is based in Chicago with four in-office days per week. You will drive value creation through cost allocations, proactive procurement interactions, and long-range planning while

Qualifications

• Bachelor's degree in finance or related; MBA/CPA/CFA a plus.
• 2–4 years in corporate finance or business partnership/analysis roles.
• Strong analytical and communication skills; detail-oriented.

Responsibilities

• Partner with IT leaders on budgeting, forecasting, performance analysis and long-term planning.
• Drive cost allocations across business units with transparent stakeholder input.
• Influence decisions through data, insights, and contract negotiations with procurement.
• Streamline recurring processes using AI tools and BI partnerships to boost efficiency.
• Collaborate across all regions to ensure FP&A consistency with central requirements.
• Track KPIs and financial reporting visibility across IT.

Skills

Financial analysis

Forecasting

Budgeting

Stakeholder collaboration

Education

MBA/CPA/CFA a plus

Tools

Excel

Oracle/Hyperion

Workday

Tableau/Power BI

Job description

Morningstar's Corporate FP&A team seeks a Senior Financial Analyst to partner with the Information Technology function. You will lead budgeting, forecasting, and reporting cycles, collaborating with CTO and senior stakeholders across Corporate Systems, Employee Support, Infrastructure, and Information Security.

The role is based in Chicago with four in-office days per week. You will drive value creation through cost allocations, proactive procurement interactions, and long-range planning while