Senior Financial Analyst

Morningstar; Chicago (IL); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

Hybrid work environment

401k match

Stock ownership potential

Wellness programs

Sabbatical program

Parental leave

Job summary

Morningstar’s Financial Planning and Analysis team seeks a Senior Financial Analyst to support Morningstar’s Direct Platform, including Morningstar Investor, Direct & Reporting, and Licensed Data.

This role involves revenue and expense management and offers exposure to financial systems and reporting, with collaboration across senior management.

Qualifications

• Five years of FP&A and/or accounting experience with a bachelor’s degree.
• Excellent communication, detail orientation and strong analytical/problem-solving skills.
• Solid team player who will roll up sleeves to get the job done.
• Strong Microsoft Excel and PowerPoint skills; Hyperion and Oracle knowledge preferred.

Responsibilities

• Own the financial planning, reporting and budgeting for Direct Platform products.
• Lead budget, planning and forecast formulation with business and sales stakeholders.
• Lead monthly reporting, analyze variances and provide insights.
• Work with HR to set and update salary target levels for supported products.
• Perform ad-hoc analyses and assist on special projects as needed.
• Collaborate with global FP&A teams to standardize processes and materials.
• Present financial results to group heads monthly.

Skills

FP&A experience

Analytical skills

Communication skills

Detail-oriented

Team player

Education

Bachelor's degree

CPA / MBA a plus

Tools

Hyperion

Oracle

Excel

PowerPoint

Job description

The Team

Morningstar’s Financial Planning and Analysis team is responsible for planning, forecasting, and analyzing the company’s financial results. The team works collaboratively with our business groups as well as the corporate functions to support our strategy and growth initiatives and help make informed business decisions to create value.

The Team

Morningstar’s Financial Planning and Analysis team is responsible for planning, forecasting, and analyzing the company’s financial results. The team works collaboratively with our business groups as well as the corporate functions to support our strategy and growth initiatives and help make informed business decisions to create value.

The Role

Morningstar’s Financial Planning and Analysis team seeks a Senior Financial Analyst to support Morningstar’s largest business unit, Direct Platform. This role involves both revenue and expense management for subscription and licensed based product areas, including Morningstar Investor, Direct & Reporting, and Licensed Data. In addition, you will gain extensive experience with financial systems and reporting, build relationships with senior management, and work on special projects as necessary. This position reports to a Manager of Financial Planning and Analysis and is based in our Chicago office.

Responsibilities

• Complete ownership of the financial planning, reporting and budgeting process for products within the Direct Platform group.
• Effectively interact with business and sales stakeholders to help lead budget, planning and forecast formulation and execution.
• Leads monthly reporting by gathering and analyzing data, actual/projections variances and providing information with insights.
• Work closely with our HR function and business leaders to set, maintain and update salary target levels for products you would support.
• Perform ad-hoc analysis and provide support on special projects as needed.
• Collaborate with global team members to bring consistency and efficiency in FP&A processes.
• Assist in creating and maintaining internal financial reporting packages and materials for meetings.
• Present financial results to group heads on a monthly basis.
• Partner with our business group colleagues to help them gain better insight into their business. Identify and implement improvement in business processes.
• Participate in cross-functional project teams formed to address business process improvements in the financial planning & budgeted processes.

Requirements

• Five years of experience in a financial planning and analysis and/or accounting-related position with a bachelor’s degree; CPA/MBA a plus.
• Candidates should be excellent communicators, detail-oriented and possess strong analytical and problem-solving skills.
• Strong team player with demonstrated relationship building skills who will roll up his or her sleeves to get the job done.
• Solid Microsoft Excel and PowerPoint skills required; knowledge of Hyperion and Oracle preferred.

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 plans and coverages
  • Additional medical Wellness Incentives - up to $300-$600 annual
  • Company-provided long- and short-term disability insurance
• Emotional Health
  • Trust-Based Time Off
  • 6-week Paid Sabbatical Program
  • 6-Week Paid Family Caregiving Leave
  • Competitive 8-24 Week Paid Parental Leave
  • Adoption Assistance
  • Leadership Coaching & Formal Mentorship Opportunities
  • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
  • Tuition Reimbursement
• Social Health
  • Charitable Matching Gifts program
  • Dollars for Doers volunteer program
  • Paid volunteering days
  • 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$95,275.00-139,741.66

Inclusive of annual base salary and target incentive

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.

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