Staff Accountant: Global Close & AI-Driven Analytics (Hybrid)

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

Benefits offered by this job

401(k) match

Life insurance

Health benefits

Disability insurance

Sabbatical program

Parental leave

Tuition reimbursement

Job summary

Morningstar, Inc. in Chicago hires a Staff Accountant to support monthly, quarterly, and annual close, prepare journal entries, reconciliations, and financial reporting for the Americas region.

You will work with accounting, tax, treasury, FP&A, and business teams to ensure accurate financial information and regulatory compliance. The role emphasizes development of technical accounting knowledge, analytics, and the use of automation and AI-enabled tools to improve processes while supporting SOX

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA eligibility or interest in pursuing the CPA designation preferred.
• 1–3 years of experience in public accounting, corporate accounting, or a combination of both.
• Understanding of accounting principles and financial statement preparation.
• Experience preparing journal entries, account reconciliations, and supporting schedules preferred.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Excel and Microsoft Office applications.
• Interest in leveraging technology, automation, data analytics, and AI-enabled tools to improve accounting processes and reporting.

Responsibilities

• Prepare and support monthly, quarterly, and annual close activities, including journal entries, account reconciliations, and financial reporting schedules.
• Assist in the preparation of statutory financial statements, regulatory filings, and other legal-entity reporting requirements.
• Maintain accurate accounting records and supporting documentation in accordance with U.S. GAAP, company policies, and internal control requirements.
• Perform account analyses and investigate variances, unusual transactions, and other accounting issues to support accurate financial reporting.
• Support Sarbanes-Oxley compliance activities through the preparation of control documentation and retention of supporting evidence.
• Partner with team members and business stakeholders to gather information necessary to support accounting conclusions and reporting requirements.
• Assist with quarterly and annual audits, including responding to auditor requests and preparing supporting schedules.
• Prepare ad hoc reports and analyses to support finance leadership and business partners.
• Use data analytics, automation platforms, and AI-enabled tools to improve efficiency, documentation, reporting, and account analysis activities.
• Contribute to the maintenance of accounting policies, procedures, and process documentation to support a well-controlled and scalable finance organization.
• Participate in accounting and finance projects as assigned and support the implementation of new processes, systems, or reporting requirements.

Skills

Analytical skills

Communication

Excel proficiency

Education

Bachelor's degree in Accounting/Finance

Tools

Oracle

ARCS

FCCS

Workiva

Power BI

Tableau

Alteryx

Job description

Morningstar, Inc. in Chicago hires a Staff Accountant to support monthly, quarterly, and annual close, prepare journal entries, reconciliations, and financial reporting for the Americas region.

You will work with accounting, tax, treasury, FP&A, and business teams to ensure accurate financial information and regulatory compliance. The role emphasizes development of technical accounting knowledge, analytics, and the use of automation and AI-enabled tools to improve processes while supporting SOX