Accounting Manager

Manage and oversee monthly close processes, including preparation, review and approval of journal entries and account reconciliations

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

Review general ledger activity and investigate variances or unusual transactions

Ensure continued compliance with SOX/internal control requirements and proactively identify control enhancements

Partner with internal and external auditors to support quarterly and year-end audits, including managing audit requests

Assist in the creation of accounting policies and procedures

Supervise, mentor, and develop accounting staff, providing guidance on technical accounting and process execution

Manage team priorities and workload while promoting a culture of accountability, continuous improvement, and professional development

Support M&A activities, including purchase accounting and post-acquisition integration activities

Prepare and review periodic and ad-hoc financial analyses to provide performance analysis and drive actionable insights

Leverage data to identify trends, risks, and opportunities for improved financial performance

Identify and implement opportunities to standardize streamline and automate accounting processes

Partner with cross functional teams to implement new technologies and tools

Perform other duties and special projects as assigned

CPA designation

Bachelor's degree in Accounting

5+ years of progressive accounting experience (public accounting and/or publicly held company)

Strong knowledge of US GAAP and financial reporting

Demonstrated experience reviewing work and mentoring team members

Ability to manage multiple priorities and deadlines in a fast-paced environment

Strong documentation skills for routine and complex transactions (audit-level support)

Strong understanding of SOX/internal controls and ability to guide others

Excellent written and verbal communication and interpersonal skills

Advanced proficiency in Microsoft Office / Co-Pilot

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:

Financial Health

100% 401k match up to 6% of salary

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 Leave

Adoption Assistance

Leadership Coaching & Formal Mentorship Opportunities

Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses

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

$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.