Accounts Payable Accounting Associate

Morningstar • Chicago, IL

1d • Hybrid

About The Position

The Role: We’re looking for a detail-oriented and proactive Accounts Payable Accounting Associate to support our Americas operations. In this role, you’ll focus on accounting-related activities rather than invoice and payment processing. The ideal candidate will have a strong understanding of regional tax regulations, supplier management, and compliance requirements, and will play a key role in ensuring accurate financial reporting and operational efficiency through automation initiatives and process enhancements. What You’ll Do: Invoice & Payment Support: Expedite sensitive or urgent invoices and payments in coordination with internal teams. Assist with resolving payment rejections and related inquiries. Supplier Management: Perform supplier maintenance activities including onboarding and updates. Review and validate W-8 and W-9 tax forms for compliance. Tax & Compliance: Apply appropriate use and lease tax codes for U.S. invoices. Prepare monthly sales tax reports for various provinces in Canada. Support U.S. 1099 preparation and year-end reporting. Track and report U.S. Unclaimed Property in accordance with state regulations. Systems & Program Management: Administer the Concur employee reimbursement system, including troubleshooting and user support. Manage the American Express Corporate Card Program for Travel & Expense cards, including applications, reconciliation and policy compliance. Accounting & Reporting: Prepare and post journal entries related to accounts payable activities. Prepare a weekly payment forecast for U.S. and Canadian operations. Conduct SOX compliance reviews and support internal and external audits. Other Duties: Collaborate with cross-functional teams to support continuous improvement initiatives. Perform ad hoc accounting and reporting tasks as needed.

Requirements

• 2+ years of experience in accounts payable or accounting role.
• Familiarity with US and Canada non-income tax regulations and reporting requirements.
• Experience with Concur, Coupa, Oracle, or similar ERP systems.
• Strong analytical, organizational, and communication skills.
• Ability to work independently and manage multiple priorities in a fast-paced environment.

Nice To Haves

• Experience with SOX compliance and audit support.
• Knowledge of U.S. Unclaimed Property laws and 1099 reporting.

Responsibilities

• Expedite sensitive or urgent invoices and payments in coordination with internal teams.
• Assist with resolving payment rejections and related inquiries.
• Perform supplier maintenance activities including onboarding and updates.
• Review and validate W-8 and W-9 tax forms for compliance.
• Apply appropriate use and lease tax codes for U.S. invoices.
• Prepare monthly sales tax reports for various provinces in Canada.
• Support U.S. 1099 preparation and year-end reporting.
• Track and report U.S. Unclaimed Property in accordance with state regulations.
• Administer the Concur employee reimbursement system, including troubleshooting and user support.
• Manage the American Express Corporate Card Program for Travel & Expense cards, including applications, reconciliation and policy compliance.
• Prepare and post journal entries related to accounts payable activities.
• Prepare a weekly payment forecast for U.S. and Canadian operations.
• Conduct SOX compliance reviews and support internal and external audits.
• Collaborate with cross-functional teams to support continuous improvement initiatives.
• Perform ad hoc accounting and reporting tasks as needed.

Benefits

• 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
• Total Cash Compensation Range $74,325.00 - 126,350.00 USD Annual 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees