Senior Financial Analyst
Morningstar•Chicago, IL
•$95,275 - $139,742•Hybrid
About The Position
Morningstar’s Financial Planning and Analysis team seeks a Senior Financial Analyst to support Morningstar’s largest business unit, Direct Platform. This role involves both revenue and expense management for subscription and licensed based product areas, including Morningstar Investor, Direct & Reporting, and Licensed Data. In addition, you will gain extensive experience with financial systems and reporting, build relationships with senior management, and work on special projects as necessary. This position reports to a Manager of Financial Planning and Analysis and is based in our Chicago office.
Requirements
- Five years of experience in a financial planning and analysis and/or accounting-related position with a bachelor’s degree; CPA/MBA a plus.
- Candidates should be excellent communicators, detail-oriented and possess strong analytical and problem-solving skills.
- Strong team player with demonstrated relationship building skills who will roll up his or her sleeves to get the job done.
- Solid Microsoft Excel and PowerPoint skills required; knowledge of Hyperion and Oracle preferred.
Nice To Haves
- CPA/MBA a plus
- knowledge of Hyperion and Oracle preferred
Responsibilities
- Complete ownership of the financial planning, reporting and budgeting process for products within the Direct Platform group.
- Effectively interact with business and sales stakeholders to help lead budget, planning and forecast formulation and execution.
- Leads monthly reporting by gathering and analyzing data, actual/projections variances and providing information with insights.
- Work closely with our HR function and business leaders to set, maintain and update salary target levels for products you would support.
- Perform ad-hoc analysis and provide support on special projects as needed.
- Collaborate with global team members to bring consistency and efficiency in FP&A processes.
- Assist in creating and maintaining internal financial reporting packages and materials for meetings.
- Present financial results to group heads on a monthly basis.
- Partner with our business group colleagues to help them gain better insight into their business. Identify and implement improvement in business processes.
- Participate in cross-functional project teams formed to address business process improvements in the financial planning & budgeted processes.
Benefits
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
- 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
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups
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What This Job Offers
Job Type
Full-time
Career Level
Senior
