This Senior Finance Accountant role in Sydney reports to the Australia Finance Controller, offering broad exposure to Morningstar's global accounting practices. The position is primarily responsible for group reporting, month-end close, statutory reporting, and tax compliance. It also involves supporting financial planning and analysis, balance sheet and cash management, and cross-functional finance team responsibilities across revenue, receivables, and expense management. This role provides an opportunity to develop an accounting career in financial services, gaining regional and cross-border experience.

Must Have

• Strong background in financial reporting
• Experience with corporate income tax, FBT, BAS/GST
• Knowledge of ANZ accounting standards
• Bachelor's degree in accounting or a related field
• CPA or equivalent qualification or currently being undertaken
• Minimum 4 years of experience in an accounting or related position
• Excellent analytical, problem-solving, and communication skills
• Ability to work collaboratively with global teams and stakeholders

Good to Have

• Experience in regulatory reporting under AFSL license requirements
• Exposure to Pillar Two tax regime or readiness to develop expertise
• Interest in sustainability reporting or willingness to learn
• Multi-lingual (supporting entities in Asia)
• Experience with Salesforce and Oracle
• Background in asset-based fee calculations or finance industry

Perks & Benefits

• 15 days’ work from anywhere benefit
• Employee Assistance Program
• 6 weeks of 100% paid family leave to care for a dependent with a serious health condition
• Workshops, training, and collaboration for continuous skill development
• Hybrid work environment (four days in-office each week)
• Tools and resources for global collaboration

Who are we

A leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. The Company operates through wholly owned subsidiaries in 32 countries.

At [Company Name] Australia we're motivated by our mission to create great products that help investors reach their financial goals. Our independence is unshakeable. Staying true to our long-term investing and advocating for investors'​ rights, even when the crowds are doing the opposite, is how we remain a trusted voice of reason that rises above the market noise.

Why Join Us?

At [Company Name], you’ll belong to a team where your contributions truly matter. We’re united by a shared mission: champion the investor. By putting investors first, we make the financial industry more transparent and efficient—because when investors win, we all win.

We encourage you to dream big and drive change. Whether you’re a data scientist building smarter models or a designer creating intuitive experiences, you’ll help remove barriers and shape the future of investing.

Here, execution is everything. We turn ideas into reality by holding ourselves accountable, following through on commitments, and tackling challenges head-on.

We embrace a growth mindset. Through workshops, training, and collaboration, you’ll stay ahead of industry trends and continuously develop your skills.

And above all, we’re one team. Our diverse perspectives fuel innovation, and global collaboration is part of our DNA—from career coffee chats to virtual brainstorming sessions.

[Company Name] offers a broad range of benefits. We focus of employee health and wellbeing and offer something for everyone like our 15 days’ work from anywhere benefit, Employee Assistance Program and 6 weeks of 100% paid family leave to care for a dependent with a serious health condition.

Join us and make an impact that matters.

The Finance Team

[Company Name]’s Finance team is responsible for planning, forecasting, preparing and analysing the company’s financial results. The team supports the business with timely and insightful information, while ensuring strong compliance with accounting and regulatory frameworks. Essentially, they provide accurate financial data to help management steer the business effectively.

The Role

This role is based in our office and reports to our Australia Finance Controller. You will be part of a small local team but, as part of a global organization, you will gain broad exposure to [Company Name] and global accounting practices. This is a great opportunity to develop your accounting career in the financial services sector, to gain regional and cross-border experience and to build skills in modelling, M & A and corporate reporting. This role is primarily responsible for reporting, tax and compliance but you will work across functions to support revenue, receivables and expense management.

Key Responsibilities:

• Group reporting and month-end close
• Quarterly certifications and ANZ/APAC management pack preparation
• Statutory reporting and accounts, AFSL submissions, and compliance
• Engagement with external auditors and tax professionals

Financial Planning & Analysis (FP&A)

• Oversight of FP&A processes, including budget compilation and final load checks
• Collaboration with business lines and corporate teams

Balance Sheet & Cash Management

• Balance sheet reviews and reconciliations
• Intercompany charges, invoicing, and settlements
• Cash and working capital optimization, including FX arrangements

Tax & Regulatory

• Quarterly group tax submissions
• Annual tax provisions and returns
• Transfer pricing, R&D tax incentives
• Support for global tax initiatives and compliance

Other

• Support new business initiatives and M&A activities
• Cross functional support for Finance team responsibilities across Revenue, Receivables and Expense management

Essential Requirements:

• Strong background in financial reporting
• Experience with corporate income tax, FBT, BAS/GST
• Knowledge of ANZ accounting standards
• Bachelor's degree in accounting or a related field
• CPA or equivalent qualification or currently being undertaken.
• Minimum 4 years of experience in an accounting or related position.
• Excellent analytical, problem-solving, and communication skills.
• Ability to work collaboratively with global teams and stakeholders.

It would also be great if you have:

• Experience in regulatory reporting under AFSL license requirements
• Exposure to Pillar Two tax regime or readiness to develop expertise
• Interest in sustainability reporting or willingness to learn
• As we support entities in Asia, multi-lingual candidates are considered a benefit
• Experience with Salesforce and Oracle is a plus.
• Background in asset-based fee calculations or finance industry is a plus.

[Company Name]'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.

704_MstarAusAsiaPtyL [Company Name] Australasia Pty Limited Legal Entity