Accountant

Responsibilities

Prepare and support monthly, quarterly, and annual close activities, including journal entries, account reconciliations, and financial reporting schedules.

Assist in the preparation of statutory financial statements, regulatory filings, and other legal-entity reporting requirements.

Maintain accurate accounting records and supporting documentation in accordance with U.S. GAAP, company policies, and internal control requirements.

Perform account analyses and investigate variances, unusual transactions, and other accounting issues to support accurate financial reporting.

Support Sarbanes-Oxley compliance activities through the preparation of control documentation and retention of supporting evidence.

Partner with team members and business stakeholders to gather information necessary to support accounting conclusions and reporting requirements.

Assist with quarterly and annual audits, including responding to auditor requests and preparing supporting schedules.

Prepare ad hoc reports and analyses to support finance leadership and business partners.

Use data analytics, automation platforms, and AI-enabled tools to improve efficiency, documentation, reporting, and account analysis activities.

Contribute to the maintenance of accounting policies, procedures, and process documentation to support a well-controlled and scalable finance organization.

Participate in accounting and finance projects as assigned and support the implementation of new processes, systems, or reporting requirements.

Qualifications

Bachelor's degree in Accounting, Finance, or a related field.

CPA eligibility or interest in pursuing the CPA designation preferred.

1-3 years of experience in public accounting, corporate accounting, or a combination of both.

Understanding of accounting principles and financial statement preparation.

Experience preparing journal entries, account reconciliations, and supporting schedules preferred.

Strong analytical and problem-solving skills with attention to detail and accuracy.

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

Strong written and verbal communication skills.

Ability to work independently while collaborating effectively with cross-functional teams.

Proficiency in Microsoft Excel and Microsoft Office applications.

Interest in leveraging technology, automation, data analytics, and AI-enabled tools to improve accounting processes and reporting.

Experience with financial systems such as Oracle, ARCS, FCCS, Workiva, Power BI, Tableau, Alteryx, or similar tools is a plus.

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:

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

$74,325.00-109,008.33