Financial Analyst

9 Minutes ago • 2-4 Years • $92,525 PA - $157,275 PA

Financial Analysis

Job Description

Morningstar’s Corporate Finance team supports strategic initiatives, day-to-day operations, and long-term financial health. The Corporate FP&A team plans, forecasts, and analyzes financial results, collaborating with senior leaders and international teams. As a Senior Financial Analyst Corporate FP&A, you will resolve financial issues, drive value with accurate forecasting and reporting, support central function initiatives, collaborate on long-term planning, and build relationships with senior management. This role is based in Chicago.

Good To Have:

MBA/CPA/CFA a plus.
Coursework should include exposure to one or more of: finance/accounting/business/economics/data science/STEM.
Candidate should be detail-oriented and a thought leader with strong analytical, problem-solving, and communication skills to influence decisions and outcomes.
Ability to multi-task and manage shifting priorities and deadlines.
Ability to work well on large and small cross-functional teams.
Proven ability to build relationships with team members, business leaders, and other internal functions.
Knowledge of Oracle/Hyperion, Workday, Workday Adaptive Planning, Salesforce, Tableau, and/or PowerBI is preferred.
Experience with Python/R/SQL and related technologies.

Must Have:

Provide support to various central functions with their budgets, forecasts, performance analysis, financial modeling and alignment with our long-term strategic plan.
Support in providing allocations to the business for these functions and help business units and leaders understand the drivers behind the changes to allocation.
Collaborate across all businesses and regions to ensure consistency of FP&A processes with central requirements for your respective areas.
Support the Financial Reporting team and Investor Relations in the quarterly and annual reporting process, on case-to-case basis.
Perform financial modeling for central functions and provide insightful analysis for decision-making.
Identify risks and opportunities and develop a mitigation plan collaborating with the relevant stakeholders.
Track and evaluate consistency in KPIs and financial reporting across central functions, enabling greater visibility and performance monitoring and measurement.
A bachelor’s degree.
Minimum of 2-4 years of experience in corporate finance or business partnership/analysis roles.
Very strong Microsoft Excel skills are essential.

Perks:

75% 401k match up to 7%
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
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
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Bonding Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Education Stipend
Tuition Reimbursement
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups

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The Team:

Morningstar’s Corporate Finance team plays an essential role in supporting our company’s strategic initiatives, day-to-day operations, and long-term financial health and growth. Our Corporate FP&A team is responsible for planning, forecasting, and analyzing the company’s financial results. The team works collaboratively with our senior leaders, business finance partners and international teams to support our strategy and growth initiatives and help make informed business decisions.

The Role:

As a Senior Financial Analyst Corporate FP&A, you will work closely with stakeholders across the business to resolve financial issues and drive value with timely and accurate forecasting and reporting. In addition, you will support central function initiatives, collaborate with long-term planning, build relationships with senior management, and work on special projects as necessary.

This position reports into the Director of Corporate FP&A and is based in our Chicago office.

Responsibilities:

Provide support to various central functions with their budgets, forecasts, performance analysis, financial modeling and alignment with our long-term strategic plan.
Support in providing allocations to the business for these functions and help business units and leaders understand the drivers behind the changes to allocation.
Collaborate across all businesses and regions to ensure consistency of FP&A processes with central requirements for your respective areas.
Support the Financial Reporting team and Investor Relations in the quarterly and annual reporting process, on case-to-case basis
Perform financial modeling for central functions and provide insightful analysis for decision-making.
Identify risks and opportunities and develop a mitigation plan collaborating with the relevant stakeholders.
Track and evaluate consistency in KPIs and financial reporting across central functions, enabling greater visibility and performance monitoring and measurement.

Requirements:

A bachelor’s degree: MBA/CPA/CFA a plus. Coursework should include exposure to one or more of: finance/accounting/business/economics/data science/STEM.
Minimum of 2-4 years of experience in corporate finance or business partnership/analysis roles.
Candidate should be detail-oriented and a thought leader with strong analytical, problem-solving, and communication skills to influence decisions and outcomes.
Ability to multi-task and manage shifting priorities and deadlines.
Ability to work well on large and small cross-functional teams.
Proven ability to build relationships with team members, business leaders, and other internal functions.
Very strong Microsoft Excel skills are essential and knowledge of Oracle/Hyperion, Workday, Workday Adaptive Planning, Salesforce, Tableau, and/or PowerBI is preferred.
While not required, the ideal candidate would also benefit from experience with Python/R/SQL and related technologies.

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
75% 401k match up to 7%
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 Bonding Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Education Stipend
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

$92,525.00 - 157,275.00 USD Annual

Inclusive of annual base salary and target incentive

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically 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.

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