Business Intelligence Analyst

The Team: Morningstar’s Finance team is responsible for planning, forecasting, and analyzing the company’s financial results. The team works collaboratively with our business groups to support our strategy and growth initiatives and helps make informed business decisions to create value.

The Role: Morningstar’s Finance Data & Analytics Office team seeks a Finance Business Intelligence Analyst to support the growing Business Intelligence (BI) & Financial Reporting functions within our Finance Organization. The function is focused on harnessing data and automation tools to reduce or eliminate manual processes, drive global standardization in processes impacting financial reporting and building and maintaining tools which will be leveraged by both Global Finance and our business partners for internal reporting.

In this role, you will collaborate with global finance stakeholders to understand reporting requirements and support existing dashboards and reports. You will assist with data validation, issue identification, and resolution related to recurring financial reporting processes. Additionally, you will help build foundational dashboards and reporting assets using established templates and tools. You’ll also perform ad hoc data analysis and support the creation of documentation, training, and user guides. Working under the guidance of senior analyst & Finance Business Intelligence Manager, you will contribute to broader automation and analytics initiatives within the finance organization.

This position reports to the Manager of Finance Business Intelligence.

Shift: UK/US

Responsibilities:

• Executes tasks within the monthly close, quarterly update & maintenance processes for the Finance BI Function.
• Maintain data cleanliness program, related reporting & related follow ups with internal stakeholders.
• Assist with training & onboarding new users for existing Tableau Dashboards and related processes
• Support budgeting and forecasting activities
• Lead small business intelligence projects as requested by internal clients
• Evaluate current BI & Reporting processes and propose methods for improvement.
• Design and maintain Tableau datasets, workspaces and reporting structures used to compile insights.
• Interpret and analyze data from multiple sources, spot trends/anomalies/outliers, synthesize raw data and create models to test hypotheses.
• Provide design support for development of business intelligence solutions, build an in-depth understanding of the business, and serve as the primary owner of new report requests.
• Interpret business requirements and determine optimum BI solutions to meet business needs.
• Trains users and executives to use reports, metrics, and action-oriented information correctly.

Qualifications:

• Ability to work with a range of data and reporting technologies to build upon a strong foundation of rigor, quantitative techniques, and efficient processing.
• Strong technical background is preferred
• Bachelor’s degree from STEM fields such as Computer Science, Engineering, IT, Analytics, Finance etc. Specialized training/certification and master’s degree preferred.
• Working knowledge or experience with Tableau Desktop or similar reporting tool
• Excellent analytical thinking and interpersonal skills, with the ability to communicate complex data issues correctly and clearly to both internal and external customers.
• Attention to detail. Ability to define and organize tasks, responsibilities & priorities.
• Process focused and adhered to achieve SLA in best manner in day to day activities.
• Desire for improvement and innovation.
• Excellent communication skills and English proficiency, both written and verbal.

Morningstar is an equal opportunity employer.

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.