Staff Accountant — AI-Driven Global Close (Hybrid)

Morningstar; Chicago (IL); Hybrid; USD 74,000 - 109,000; Full time

Benefits offered by this job

401(k) match up to 6%

Stock ownership potential

Company-provided life insurance

Comprehensive health benefits

Tuition reimbursement

Paid sabbatical program

Job summary

Morningstar is seeking a Staff Accountant for the Americas Accounting team in Chicago. The role supports monthly close, prepares financial statements, and maintains records across the US and Americas region.

You will work with accounting, tax, treasury, FP&A, and business teams to ensure accurate financial reporting. This full-time position is based in our Chicago office with a hybrid model, four days in the office per week.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA eligibility or interest in pursuing CPA designation is preferred.
• 1–3 years of experience in public accounting, corporate accounting, or a combination of both.

Responsibilities

• Prepare and support monthly, quarterly, and annual close activities, including journal entries and reconciliations.
• Assist in statutory financial statements, regulatory filings, and other reporting.
• Maintain accounting records per US GAAP and internal controls.
• Analyze accounts and investigate variances and issues for accurate reporting.
• Support SOX compliance with control documentation and evidentiary retention.
• Collaborate with teams to gather information for accounting conclusions.
• Assist with quarterly and annual audits, responding to auditor requests.
• Prepare ad hoc reports and analyses for finance leadership.
• Leverage data analytics, automation, and AI tools to improve processes.
• Maintain accounting policies and process documentation for a scalable finance organization.

Skills

Public accounting

Corporate accounting

Financial reporting

Analytical skills

Attention to detail

Cross-functional collaboration

Education

Bachelor's degree in Accounting, Finance, or related field

CPA eligibility or pursuing CPA

Tools

Oracle

ARCS

FCCS

Workiva

Power BI

Tableau

Alteryx

Excel

Job description

Morningstar is seeking a Staff Accountant for the Americas Accounting team in Chicago. The role supports monthly close, prepares financial statements, and maintains records across the US and Americas region.

You will work with accounting, tax, treasury, FP&A, and business teams to ensure accurate financial reporting. This full-time position is based in our Chicago office with a hybrid model, four days in the office per week.