Morningstar

The Group: Morningstar’s Corporate Finance plays an essential role in supporting our company’s strategic initiatives, day-to-day operations, and infrastructure. Our Corporate FP&A team is responsible for planning, forecasting, and analyzing the company’s financial results. The team works collaboratively with our senior leaders, business finance partners and international teams to support our strategy and growth initiatives and help make informed business decisions.

The Role: As a Senior Finance Analyst of Corporate FP&A, you’ll be part of our global Finance organization, which is focused on business partnership, planning, reporting, innovation, automation, and process improvements. The role will be responsible for company-wide compensation planning, including salary targets, bonus and equity. Additionally, provide support to corporate and central functions on their budgets, forecasts, and performance analysis. This role will also be expected to provide support on enterprise wide planning, budgeting, forecasting, and reporting processes. This position reports into Senior Manager - Corporate FP&A and is based in our Chicago office.

Responsibilities

• Prepare company-wide salary targets owning the overall workforce planning and reporting process on behalf of FP&A.
• Provide support to certain corporate and central functions on their budgets, forecast and performance analysis.
• Prepare company-wide bonus and equity calculation.
• Own the annual allocation processes for all corporate and central costs to businesses.
• Provide support on the enterprise-wide planning, budgeting, forecasting, and monthly reporting processes in coordination with other finance teams.
• Partner with internal stakeholders on reporting and enhancement requests related to compensation reporting.
• Liaison with People & Culture team, to better support quarterly processes and enhancement related to headcount reporting.
• Collaborate across all businesses and regions to ensure consistency of FP&A processes with central requirements.
• Lead special compensation/benefits and ad hoc projects in partnership with P&C and Finance leadership team.

Requirements

• Minimum of 5 years of experience in progressive FP&A or business partnership/analysis roles.
• A bachelor’s degree: MBA preferred; CPA or CFA a plus.
• Candidate should be detail-oriented with strong analytical, problem-solving and communication skills.
• Ability to multi-task and manage shifting priorities and deadlines.
• Ability to work well on large and small cross-functional teams.
• Proven ability to build relationships with team members, business leaders, and other internal functions.
• Solid Microsoft Excel skills required; knowledge of Workday, Workday Adaptive Planning, Salesforce, Tableau, FCCS/PBCS (Oracle) is preferred.

Morningstar is an equal opportunity employer.

001_MstarInc Morningstar Inc. Legal Entity

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days 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.