Senior Financial Analyst

001_MstarInc Morningstar Legal Entity; Chicago (IL); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

401k match

Stock ownership potential

Life insurance

Health benefits

Wellness incentives

Disability insurance

Paid sabbatical

Job summary

Morningstar’s Corporate FP&A team supports strategic initiatives and long-term financial health. The Senior Financial Analyst will partner with Information Technology leadership to manage budgeting, forecasting, reporting, and value creation across IT functions in a global context.

Based in Chicago, the role collaborates with CTO and senior stakeholders, leads planning cycles, and drives efficiency using AI and BI tools while aligning with Morningstar’s corporate FP&A standards.

Qualifications

• Bachelor’s degree required; MBA/CPA/CFA a plus; coursework in finance, accounting, business, economics, data science or STEM.
• Minimum 2–4 years of experience in corporate finance or business partnership/analysis roles.
• Strong analytical and communication skills; detail-oriented; self-starter.
• Comfortable multi-tasking and managing shifting priorities and deadlines.

Responsibilities

• Partner with IT leaders for budgeting, forecasting, performance analysis, financial modeling and alignment with long-term strategy.
• Drive value for business units through cost allocations with multiple stakeholders.
• Influence decisions with data, improve forecast accuracy, and collaborate on procurement negotiations.
• Streamline recurring processes using AI tools and BI collaboration to maximize insights.
• Ensure FP&A processes align with central requirements across regions.

Skills

Analytical skills

Communication skills

Self-starter

Multi-tasking

Relationship building

Excel

Tableau

PowerBI

Oracle/Hyperion

Workday

Workday Adaptive Planning

Agentic AI

Education

MBA

CPA

CFA

Finance coursework

Data science coursework

Tools

Oracle/Hyperion

Workday

Workday Adaptive Planning

Tableau

PowerBI

Job description

The Team

Morningstar’s Corporate Finance team plays an essential role in supporting our company’s strategic initiatives, day-to-day operations, and long-term financial health and growth. Our Corporate FP&A team is responsible for planning, forecasting, and analyzing the company’s financial results. The team works collaboratively with our executive and senior leaders, business finance partners, and international teams to support our strategy and growth initiatives and help make informed business decisions.

The Role

As a Senior Financial Analyst Corporate FP&A, you will be the primary finance partner for Morningstar’s Information Technology function. This will require close collaboration with the CTO and other senior stakeholders across Corporate Systems, Employee Support, Infrastructure, and Information Security. You will lead budgeting and forecasting cycles, analyze and report results, collaborate with long-term planning, and drive value creation with ad hoc support for special projects and initiatives.

This position reports into the Director of Corporate FP&A and is based in our Chicago office (4 days per week in office is expected).

Responsibilities

• Partner with and support Information Technology leaders with budgeting, forecasting, performance analysis, financial modeling and alignment with our long-term strategic plan.
• Drive value for Business Units with utilization-based cost allocations, involving multiple stakeholders early in the process to enhance transparency and optimize outcomes.
• Influence decision-making with data, analysis, and insights: optimizing cost structure, improving forecast accuracy, and working proactively with procurement and budget owners on contract renewals and negotiations.
• Evaluate and streamline recurring processes, leveraging AI tools and partnering with Business Intelligence teams to enhance efficiency and maximize time available for insight generation and value creation.
• Collaborate across all businesses and regions to ensure consistency of FP&A processes with central requirements for your respective areas.
• Track and evaluate consistency in KPIs and financial reporting across Information Technology, enabling greater visibility and performance monitoring and measurement.

Requirements

• A bachelor’s degree: MBA/CPA/CFA a plus. Coursework should include exposure to one or more of: finance/accounting/business/economics/data science/STEM.
• Minimum 2-4 years of experience in corporate finance or business partnership/analysis roles.
• Detail-oriented and a thought leader with strong analytical and communication skills.
• Self-starter that can work independently to solve problems, overcome challenges, and deliver results.
• Comfortable multi-tasking and managing shifting priorities and deadlines.
• Proven ability to build relationships with team members, business leaders, and other internal functions.
• Strong Microsoft Excel skills essential; knowledge of Oracle/Hyperion, Workday, Workday Adaptive Planning, Tableau, and/or PowerBI is preferred.
• Experience solving business problems with Agentic AI and co-working tools is highly desired.

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 plansand coverages
  • Additional medical Wellness Incentives - up to $300-$600 annual
  • Company-provided long- and short-termdisabilityinsurance
• Emotional Health
  • Trust-Based Time Off
  • 6-week Paid Sabbatical Program
  • 6-Week Paid Family Caregiv