Financial Analyst FP&A
Financial Analyst FP&A
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Job Description
The Group:
Morningstars Financial Planning and Analysis team is responsible for planning forecasting and analyzing the companys financial results. The team works collaboratively with our business group leaders as well as the corporate functions to support our strategy and growth initiatives and help make informed business decisions to create value.
The Role:
Morningstars Financial Planning and Analysis team seeks a Financial Analyst supporting the Credit Ratings Business Unit to assist with revenue and expense analysis headcount and salary reporting internal and external reporting needs as well as perform other tasks to help maintain operational efficiency within the finance department. In this role you will work closely with FP&A leads Credit Business group leaders functional area leads and the corporate accounting functions to understand and resolve financial issues. In addition you will gain extensive experience with financial systems and reporting build relationships with senior management and work on special projects as necessary.
This position reports to the Senior Manager of FP&A and is based in our Chicago are operating in a hybrid environment where we are in-office 3 days/week.
Responsibilities
- Assist in managing inputs and compilation of budgeting and forecasting processes.
- Assist in creating and maintaining internal financial reporting packages and materials for meetings.
- Complete detailed account reconciliations and analysis to help identify business trends and drivers behind revenue and expenses.
- Reconcile forecast and budget against actual results to identify variances and ensure accuracy of results
- Perform ad-hoc analysis and provide support on special projects as needed.
- Process and review expenses for approval and proper coding and prepare accruals as necessary.
- Participate in cross-functional project teams formed to address business process improvements.
- Proactively identify and enact process improvements
Requirements
- Minimum two years of experience in an accounting or related position with a bachelors degree; CPA / MBA a plus.
- Ability to think critically
- Candidates should be extremely detail-oriented individuals with strong analytical problem-solving and excellent communication skills.
- Ability to aggregate and analyze data work in a team environment and assume additional responsibilities over time.
- Solid Microsoft Excel and PowerPoint skills required; knowledge of Salesforce Oracle / Smartview is a plus.
About Us
Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities financial institutions and project and structured finance instruments globally. Rating more than 4000 issuers and 60000 securities it is one of the top four credit rating agencies in the world.
Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers needs in their local markets but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility tech-forward approach and exceptional customer service.
Morningstar DBRS is the next generation of credit ratings.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. Thats 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-$2000 annually) for specific plansand coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disabilityinsurance
- 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 MentorshipOpportunities
- Annual Education Stipend
- Tuition Reimbursement
- Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15 Employee Resource & Affinity Groups
Base Salary Compensation Range
$67116.00 - 114093.00 USD AnnualTotal Cash Compensation Range
$72150.00 - 122650.00 USD AnnualIf you receive and accept an offer from us we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified then you will be required to liquidate those holdings immediately. In addition dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all U.S. employee accounts). If this applies and your account(s) are not with an approved broker you will be required to move your holdings to an approved broker.
Morningstars hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote weve found that were at our best when were 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 youll have tools and resources to engage meaningfully with your global colleagues.
001MstarInc Morningstar Inc. Legal EntityRequired Experience:
IC
Employment Type
Full-Time
