Finance Manager - Nordics

Finance Manager

About Morningstar

It started with an idea—one great idea from a 27-year-old stock analyst. Our founder, Joe Mansueto, recognized inequity in the availability and distribution of financial information. He set out to change these practices, democratizing and demystifying investing and giving more people access to the tools, products, and information they needed to achieve their financial goals. This simple, revolutionary idea became the foundation of our company and the core of our mission: empowering investor success.

Morningstar’s Finance team is responsible for planning, forecasting, and analysing the company’s financial results. The team works collaboratively with our business groups to support them with timely and insightful information to make informed business decisions. 

About This Role

We’re looking for a Finance Manager (known internally as an External Reporting Manager) to join the Nordics finance team, reporting into the EMEA Central & Nordics Financial Controller.

The Finance team is responsible for the performance reporting and financial controls of all of Morningstar’s business operations within Norway, Sweden and Denmark.

Partnering with the business, the team operates within the Morningstar accounting framework, producing financial reporting consistent with US GAAP.

This position is based in our Amsterdam office.

What You'll Do

You’ll support the Nordics operational managers to play a key role in Morningstar’s global financial reporting, appropriate for a publicly traded US corporation.

You’ll also play a key role in the financial planning and reporting process and will be expected to introduce improvements and efficiencies which will help to drive the Nordics business forward.

You’ll prepare and review external financial statements, including quarterly and annual reports, ensuring compliance with US GAAP, local GAAP and regulatory requirements.

Oversee the preparation, submission, and filing of VAT returns in a timely and accurate manner.

Resolve tax-related queries from various stakeholders, ensuring compliance and accuracy in all tax matters.

Maintain up-to-date knowledge of evolving accounting standards, VAT legislation, and regulatory changes, ensuring the company's financial operations remain compliant.

Collaborate with internal teams and external auditors during financial and operational audits.

Support payroll function with queries and journal entries during the month and for bonuses, commissions and RSUs

Participate in the month-end and year-end closing process.

Work with other finance and operational teams to ensure accurate financial reporting.

Support ad-hoc projects relating to financial reporting and tax issues as required.

Who You Are

• Knowledge of Local/ Nordics GAAP is essential
• If you have knowledge of US-GAAP too, that would be highly desirable but not essential.
• Strong technical knowledge with regards to revenue recognition accounting policies.
• Hands-on experience with Oracle Financial Systems and Hyperion Financial Management is preferred.
• Detail-oriented with a passion for ensuring accuracy.
• Advanced skills in Microsoft Excel essential and Microsoft PowerPoint is desirable.
• A bachelor’s degree or equivalent, as well as part qualified ACA, ACCA, CIMA, or equivalent international accounting qualification.

Diversity, Equity and Inclusion at Morningstar:

Change happens when we challenge the status quo; dare to ask the difficult questions; explore beyond our own experiences; and refuse to accept inequity as inalterable. We recognize diversity, equity, and inclusion as integral to our mission and inextricable from our actions. From examining our internal policies and practices to hiring and advancing a more diverse cohort of colleagues, mobilizing our research capabilities to deepening our education and understanding, we’re committed to leveraging our partnerships, platforms, and position to redefine outcomes, advance positive change, and lead by example.

Our Values

Champion the Investor: We prioritize the needs and interests of investors in everything we do, aiming to empower them whether they engage with us directly or indirectly.

Dream Big, Drive Change: We embrace bold visions and actively pursue innovations that improve our services, benefit the communities we operate in, and make a positive impact on the wider world.

Execution is Everything: Our strength lies in our ability to transform ideas into tangible outcomes, demonstrating our commitment through the quality of our results.

Growth Mindset: We encourage continuous personal and professional development, knowing that our collective growth drives the company’s success.

One Team: We operate as a cohesive unit, embracing diversity and collaboration, which fuels our shared commitment to achieving our mission and upholding our values.

Where we Work

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.

Ready to Shape the Future?

At Morningstar, every hire we make strengthens our mission to empower investor success.  Apply now and help shape the future of investing with us. 

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.