Morningstar

Accounting Manager

Morningstar • $121K — $186K *
Chicago, IL 60629In-Person
Legal & Accounting
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • CPA designation required
  • Bachelor's degree in Accounting
  • 5+ years of progressive accounting experience in public accounting or publicly held company
  • Strong knowledge of US GAAP and financial reporting
  • Demonstrated experience in mentoring and review
  • Ability to manage multiple priorities in a fast-paced environment
  • Strong documentation skills for complex transactions
  • Excellent communication and interpersonal skills
  • Advanced proficiency in Microsoft Office and Co-Pilot

Responsibilities

  • Manage monthly close processes including journal entries and reconciliations
  • Research and resolve general ledger accounting issues
  • Review general ledger activity to investigate variances
  • Ensure compliance with SOX/internal control requirements
  • Partner with auditors for quarterly and year-end audits
  • Supervise and mentor accounting staff
  • Support M&A activities including purchase accounting and integration
  • Leverage data for financial performance insights
  • Implement opportunities for automation in accounting processes
  • Collaborate with cross-functional teams for technology enhancements

Benefits

  • 100% 401k match up to 6% of salary
  • Stock ownership potential
  • Comprehensive health benefits including HSA contributions
  • Trust-based time off policies
  • 6-week paid sabbatical program
  • 6-week paid family caregiving leave
  • Competitive paid parental leave
  • Annual flex stipend for personal development
  • Tuition reimbursement and leadership coaching
  • Charitable matching and volunteer programs
Full Job Description
Job Responsibilities:
  • 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 functionals teams to identify opportunities for AI-driven enhancements within accounting processes
  • Partner with cross functional teams to implement new technologies and tools
  • Perform other duties and special projects as assigned


Qualifications:
  • 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


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
$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.

About Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $200 billion in assets under advisement and management as of December 31, 2020. The company has operations in 29 countries.
Learn more about Morningstar
Size
10,038 employees
Market Cap
$9 billion
Industry
Finance & Insurance
Net Income
$223.6 million
Founded
1984
5 Year Trend
+16.3%
Revenue
$1.3 billion
NASDAQ
MORN
* Ladders Estimates

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