Morningstar
Overview
Join to apply for the
Financial Analyst
role at
Morningstar . Morningstar’s Corporate Finance team supports strategic initiatives, day-to-day operations, and long-term financial health and growth. The Corporate FP&A team is responsible for planning, forecasting, and analyzing the company’s financial results, working with senior leaders, business finance partners, and international teams to support strategy and growth initiatives. Responsibilities
Provide support to central functions with budgets, forecasts, performance analysis, financial modeling, and alignment with the long-term strategic plan. Assist in allocations to the business and help leaders understand drivers behind allocation changes. Collaborate across businesses and regions to ensure FP&A processes align with central requirements for your area. Support Financial Reporting and Investor Relations in quarterly and annual reporting on a case-by-case basis. Perform financial modeling for central functions and deliver insights for decision-making. Identify risks and opportunities and develop mitigation plans with relevant stakeholders. Track KPI consistency and financial reporting across central functions to enable visibility and performance monitoring. Requirements
Bachelor’s degree; MBA/CPA/CFA a plus. Coursework in finance/accounting/business/economics/data science/STEM is desirable. Minimum 2-4 years of experience in corporate finance or business partnership/analysis roles. Detail-oriented with strong analytical, problem-solving, and communication skills to influence decisions. Ability to multi-task, manage shifting priorities and deadlines, and work well on cross-functional teams. Proven ability to build relationships with team members, business leaders, and internal functions. Very strong Microsoft Excel skills; knowledge of Oracle/Hyperion, Workday, Workday Adaptive Planning, Salesforce, Tableau, and/or PowerBI is preferred. Experience with Python/R/SQL is beneficial (not required). Compensation And Benefits
Morningstar’s hybrid work environment offers a mix of remote and in-person collaboration. Total cash compensation range:
$92,525.00 - 157,275.00 USD Annual
(inclusive of base salary and target incentive). Benefits include: Financial Health: 401k with employer match, stock ownership potential, life insurance. Physical Health: comprehensive medical/dental/vision coverage, HSA contributions, wellness incentives, disability insurance. Emotional Health: time off, sabbatical, family care leave, parental leave, adoption assistance, leadership coaching, education stipend, tuition reimbursement. Social Health: charitable matching gifts, volunteer programs, paid volunteering days, employee resource groups. Location: Chicago, IL; Employment type: Full-time; Seniority level: Mid-Senior level; Job function: Finance and Sales. We’re unlocking community knowledge with AI-assisted insights.
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Join to apply for the
Financial Analyst
role at
Morningstar . Morningstar’s Corporate Finance team supports strategic initiatives, day-to-day operations, and long-term financial health and growth. The Corporate FP&A team is responsible for planning, forecasting, and analyzing the company’s financial results, working with senior leaders, business finance partners, and international teams to support strategy and growth initiatives. Responsibilities
Provide support to central functions with budgets, forecasts, performance analysis, financial modeling, and alignment with the long-term strategic plan. Assist in allocations to the business and help leaders understand drivers behind allocation changes. Collaborate across businesses and regions to ensure FP&A processes align with central requirements for your area. Support Financial Reporting and Investor Relations in quarterly and annual reporting on a case-by-case basis. Perform financial modeling for central functions and deliver insights for decision-making. Identify risks and opportunities and develop mitigation plans with relevant stakeholders. Track KPI consistency and financial reporting across central functions to enable visibility and performance monitoring. Requirements
Bachelor’s degree; MBA/CPA/CFA a plus. Coursework in finance/accounting/business/economics/data science/STEM is desirable. Minimum 2-4 years of experience in corporate finance or business partnership/analysis roles. Detail-oriented with strong analytical, problem-solving, and communication skills to influence decisions. Ability to multi-task, manage shifting priorities and deadlines, and work well on cross-functional teams. Proven ability to build relationships with team members, business leaders, and internal functions. Very strong Microsoft Excel skills; knowledge of Oracle/Hyperion, Workday, Workday Adaptive Planning, Salesforce, Tableau, and/or PowerBI is preferred. Experience with Python/R/SQL is beneficial (not required). Compensation And Benefits
Morningstar’s hybrid work environment offers a mix of remote and in-person collaboration. Total cash compensation range:
$92,525.00 - 157,275.00 USD Annual
(inclusive of base salary and target incentive). Benefits include: Financial Health: 401k with employer match, stock ownership potential, life insurance. Physical Health: comprehensive medical/dental/vision coverage, HSA contributions, wellness incentives, disability insurance. Emotional Health: time off, sabbatical, family care leave, parental leave, adoption assistance, leadership coaching, education stipend, tuition reimbursement. Social Health: charitable matching gifts, volunteer programs, paid volunteering days, employee resource groups. Location: Chicago, IL; Employment type: Full-time; Seniority level: Mid-Senior level; Job function: Finance and Sales. We’re unlocking community knowledge with AI-assisted insights.
#J-18808-Ljbffr