Senior Accountant

Senior Accountant – Morningstar

Senior Accountant role at Morningstar.

Mid‑Senior level

Full‑time

Accounting/Auditing and Finance

• Prepare and review journal entries, account reconciliations, financial statement schedules, and other necessities for our month‑end close.
• Assist with internal and external audit schedules; ensure that all tasks adhere to our control environment.
• Manage Fixed Asset setup and reporting including roll‑forwards and reconciliations.
• Understanding and experience in preparing cash flows.
• Execute financial controls by performing various reconciliations and testing of account detail.
• Assist in development and implementation of accounting procedures by analyzing current procedures and recommending changes.
• Analyze financial information to prepare ad‑hoc reporting and perform other duties as assigned.

• A bachelor's degree in accounting or finance.
• Understanding of Generally Accepted Accounting Principles and the ability to apply them to business transactions.
• Understanding of a Chart of Accounts and how accounts roll‑up to financial statements.
• The ability to adjust to a fast‑paced environment and manage completing tasks by strict deadlines.
• Excellent communication skills to interact with varying levels of management and professional staff.
• Progressive thinking skills, a strong work ethic, and an aptitude for innovative solutions.
• Strong organizational, attention to detail and documentation skills, particularly to help with compliance with section 404 of the Sarbanes‑Oxley Act.
• Familiarity with accounting software, Oracle is a plus.
• Minimum 5 years’ experience in corporate accounting, audit or finance.
• Completed or near completion of CPA preferred.

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.

• Financial Health
  • 75% 401k match up to 7%
  • 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 Bonding Leave
  • Adoption Assistance
  • Leadership Coaching & Formal Mentorship Opportunities
  • Annual Education Stipend
  • Tuition Reimbursement
• Social Health
  • Charitable Matching Gifts program
  • Dollars for Doers volunteer program
  • Paid volunteering days
  • 15+ Employee Resource & Affinity Groups

$ -  USD Annual

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.