Manage and oversee monthly close processes, including preparation, review and approval of journal entries and account reconciliations
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Research and resolve day-to-day general ledger accounting issues, and assist with the resolution of significant, complex, transactions to ensure proper application of GAAP
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Review general ledger activity and investigate variances or unusual transactions
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Ensure continued compliance with SOX/internal control requirements and proactively identify control enhancements
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Partner with internal and external auditors to support quarterly and year-end audits, including managing audit requests
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Assist in the creation of accounting policies and procedures
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Supervise, mentor, and develop accounting staff, providing guidance on technical accounting and process execution
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Manage team priorities and workload while promoting a culture of accountability, continuous improvement, and professional development
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Support M&A activities, including purchase accounting and post-acquisition integration activities
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Prepare and review periodic and ad-hoc financial analyses to provide performance analysis and drive actionable insights
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Leverage data to identify trends, risks, and opportunities for improved financial performance
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Identify and implement opportunities to standardize streamline and automate accounting processes
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Partner with cross functionals teams to identify opportunities for AI-driven enhancements within accounting processes
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Partner with cross functional teams to implement new technologies and tools
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Perform other duties and special projects as assigned
Qualifications:
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CPA designation
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Bachelor’s degree in Accounting
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5+ years of progressive accounting experience (public accounting and/or publicly held company)
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Strong knowledge of US GAAP and financial reporting
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Demonstrated experience reviewing work and mentoring team members
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Ability to manage multiple priorities and deadlines in a fast-paced environment
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Strong documentation skills for routine and complex transactions (audit-level support)
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Strong understanding of SOX/internal controls and ability to guide others
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Excellent written and verbal communication and interpersonal skills
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Advanced proficiency in Microsoft Office / Co-Pilot
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:
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Financial Health
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100% 401k match up to 6% of salary
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Stock Ownership Potential
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Company provided life insurance - 1x salary + commission
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Physical Health
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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
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Additional medical Wellness Incentives - up to $300-$600 annual
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Company-provided long- and short-term disability insurance
Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
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Tuition Reimbursement
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Social Health
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Charitable Matching Gifts program
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Dollars for Doers volunteer program
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Paid volunteering days
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15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$121,400.00-186,150.00
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.