At a glanceSummarised by Seekless from the posting.
Must have7
Bachelor's degree
Minimum 2-4 years of experience in corporate finance or business partnership/analysis roles
Detail-oriented and a thought leader with strong analytical and communication skills
Self-starter that can work independently to solve problems, overcome challenges, and deliver results
Comfortable multi-tasking and managing shifting priorities and deadlines
Proven ability to build relationships with team members, business leaders, and other internal functions
Strong Microsoft Excel skills
Nice to have4
MBA/CPA/CFA a plus
Coursework in finance/accounting/business/economics/data science/STEM
Knowledge of Oracle/Hyperion, Workday, Workday Adaptive Planning, Tableau, and/or PowerBI
Experience solving business problems with Agentic AI and co-working tools
Skills
Excel
Oracle
Hyperion
Workday
Workday Adaptive Planning
Tableau
PowerBI
Agentic AI
Benefits
401(k)
Stock ownership
Life insurance
Health insurance
Dental insurance
Vision insurance
HSA
Long term disability
Short term disability
Unlimited PTO
Sabbatical
Paid family leave
Paid parental leave
Adoption assistance
Leadership coaching
Mentorship
Tuition reimbursement
Flex stipend
Charitable gift matching
Volunteer program
Paid volunteer days
Employee resource groups
The Team:
Morningstar’s Corporate Finance team plays an essential role in supporting our company’s strategic initiatives, day-to-day operations, and long-term financial health and growth. Our Corporate FP&A team is responsible for planning, forecasting, and analyzing the company’s financial results. The team works collaboratively with our executive and senior leaders, business finance partners, and international teams to support our strategy and growth initiatives and help make informed business decisions.
The Role:
As a Senior Financial Analyst Corporate FP&A, you will be the primary finance partner for Morningstar’s Information Technology function. This will require close collaboration with the CTO and other senior stakeholders across Corporate Systems, Employee Support, Infrastructure, and Information Security. You will lead budgeting and forecasting cycles, analyze and report results, collaborate with long-term planning, and drive value creation with ad hoc support for special projects and initiatives.
This position reports into the Director of Corporate FP&A and is based in our Chicago office (4 days per week in office is expected).
Responsibilities:
•
Partner with and support Information Technology leaders with budgeting, forecasting, performance analysis, financial modeling and alignment with our long-term strategic plan.
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Drive value for Business Units with utilization-based cost allocations, involving multiple stakeholders early in the process to enhance transparency and optimize outcomes.
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Influence decision-making with data, analysis, and insights: optimizing cost structure, improving forecast accuracy, and working proactively with procurement and budget owners on contract renewals and negotiations.
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Evaluate and streamline recurring processes, leveraging AI tools and partnering with Business Intelligence teams to enhance efficiency and maximize time available for insight generation and value creation.
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Collaborate across all businesses and regions to ensure consistency of FP&A processes with central requirements for your respective areas.
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Track and evaluate consistency in KPIs and financial reporting across Information Technology, enabling greater visibility and performance monitoring and measurement.
Requirements:
•
A bachelor’s degree: MBA/CPA/CFA a plus. Coursework should include exposure to one or more of: finance/accounting/business/economics/data science/STEM.
•
Minimum 2-4 years of experience in corporate finance or business partnership/analysis roles.
•
Detail-oriented and a thought leader with strong analytical and communication skills.
•
Self-starter that can work independently to solve problems, overcome challenges, and deliver results.
•
Comfortable multi-tasking and managing shifting priorities and deadlines.
•
Proven ability to build relationships with team members, business leaders, and other internal functions.
•
Strong Microsoft Excel skills essential; knowledge of Oracle/Hyperion, Workday, Workday Adaptive Planning, Tableau, and/or PowerBI is preferred.
•
Experience solving business problems with Agentic AI and co-working tools is highly desired.
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
•
Stock Ownership Potential
•
Company provided life insurance - 1x salary + commission
•
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
$95,275.00-139,741.66
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.