Senior Accountant - Hybrid & AI-Enabled Finance Ops

The Role

As a Senior Accountant on the Americas Accounting team, you will play a critical role in ensuring the accuracy, integrity, and scalability of Morningstar's financial reporting processes across the United States, Canada, Mexico, Chile, and Brazil, while supporting select global controllership initiatives. You will partner with accounting, tax, treasury, FP&A, legal, and business stakeholders to address complex accounting matters, strengthen internal controls, and continuously enhance processes that support a high-quality and efficient close environment.

This role combines technical accountingexpertisewith a continuous improvement mindset. You willleveragedata, technology, automation, and emerging AI capabilities to improve financial reporting, compliance, controls, and operational effectiveness while helping build a more scalable, proactive, and insight-driven Controllership organization. This position reports to the Americas Accounting Manager.

This is a full-time position based in our Chicago office. Weoperatein a hybrid environment with team members working in the officefourdays per week.

Responsibilities

• Research, analyze, and resolve day-to-day accounting matters and complex transactions to ensure compliance with U.S. GAAP, regulatory requirements, and Morningstar accounting policies.

• Prepare monthly, quarterly, and annual financial reporting activities, including journal entries, account reconciliations, balance sheet reviews, flux analyses, and supporting schedules.

• Support managementandpreparejournalsand supportingschedules formore complex accounting processes, including internal-use software, commissions,M&A, etc.

• Prepare and review statutory financial statements, regulatory filings, and other legal-entity reporting requirements to ensure accuracy andtimelysubmission.

• Manage a portfolio of regulatory and statutory compliance requirements across multiple legal entities andjurisdictionswhilemaintainingadherence to reporting deadlines.

• Maintain and enhance internal controls in support of Sarbanes-Oxley requirements byidentifyingopportunities to strengthen control effectiveness, improve documentation quality, and modernize control execution.

• Partner with business leaders, auditors, tax advisors, and cross-functional teams to support audits, regulatory examinations, financial reporting initiatives, and strategic finance projects.

• Develop insightful analyses and reporting for management that explain business drivers, accounting impacts, trends, risks, and opportunities.

• Drive continuous improvement initiatives that enhance the efficiency, quality, and scalability of accounting operations through process redesign, standardization, data analytics, workflow optimization, and intelligent technology solutions.

• Leverage AI-enabled tools, automation platforms, and advanced analytics to improve close activities, reconciliations, financial reporting, compliance monitoring, control documentation, and management reporting while reducing manual effort and operational risk.

• Collaborate with global controllership teams toidentifyopportunities to transform accounting processes through data-driven insights, predictive analytics, and emerging technologies that support a more efficient and proactive finance organization.

• Contribute to the development of accounting policies, procedures, and knowledge-management resources,utilizing technology and AI capabilities to improve documentation, consistency, training, and organizational learning.

• Lead orparticipatein cross-functional projects and finance transformation initiatives, ensuring accounting, reporting, control, and operational considerations are effectively incorporated into solution design and implementation.

Qualifications

• Bachelor's degree in…