Accounts Payable Accounting Associate

The Role:

We’re looking for a detail-oriented and proactive Accounts Payable Accounting Associate to support our Americas operations. In this role, you’ll focus on accounting-related activities rather than invoice and payment processing. The ideal candidate will have a strong understanding of regional tax regulations, supplier management, and compliance requirements, and will play a key role in ensuring accurate financial reporting and operational efficiency through automation initiatives and process enhancements.

What You’ll Do:

Invoice & Payment Support:

• Expedite sensitive or urgent invoices and payments in coordination with internal teams.
• Assist with resolving payment rejections and related inquiries.

Supplier Management:

• Perform supplier maintenance activities including onboarding and updates.
• Review and validate W-8 and W-9 tax forms for compliance.

Tax & Compliance:

• Apply appropriate use and lease tax codes for U.S. invoices.
• Prepare monthly sales tax reports for various provinces in Canada.
• Support U.S. 1099 preparation and year-end reporting.
• Track and report U.S. Unclaimed Property in accordance with state regulations.

Systems & Program Management:

• Administer the Concur employee reimbursement system, including troubleshooting and user support.
• Manage the American Express Corporate Card Program for Travel & Expense cards, including applications, reconciliation and policy compliance.

Accounting & Reporting:

• Prepare and post journal entries related to accounts payable activities.
• Prepare a weekly payment forecast for U.S. and Canadian operations.
• Conduct SOX compliance reviews and support internal and external audits.

Other Duties:

• Collaborate with cross-functional teams to support continuous improvement initiatives.
• Perform ad hoc accounting and reporting tasks as needed.

What We’re Looking For

• 2+ years of experience in accounts payable or accounting role.
• Familiarity with US and Canada non-income tax regulations and reporting requirements.
• Experience with Concur, Coupa, Oracle, or similar ERP systems.
• Strong analytical, organizational, and communication skills.
• Ability to work independently and manage multiple priorities in a fast-paced environment.

Preferred Qualifications:

• Experience with SOX compliance and audit support.
• Knowledge of U.S. Unclaimed Property laws and 1099 reporting.

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.