Senior Financial Analyst

This position reports into the Director of Corporate FP&A and is based in our Chicago office (4 days per week in office is expected).

Responsibilities:

• Partner with and support Information Technology leaders with budgeting, forecasting, performance analysis, financial modeling and alignment with our long-term strategic plan.

• Drive value for Business Units with utilization-based cost allocations, involving multiple stakeholders early in the process to enhance transparency and optimize outcomes.

• Influence decision-making with data, analysis, and insights: optimizing cost structure, improving forecast accuracy, and working proactively with procurement and budget owners on contract renewals and negotiations.

• Evaluate and streamline recurring processes, leveraging AI tools and partnering with Business Intelligence teams to enhance efficiency and maximize time available for insight generation and value creation.

• Collaborate across all businesses and regions to ensure consistency of FP&A processes with central requirements for your respective areas.

• Track and evaluate consistency in KPIs and financial reporting across Information Technology, 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 2-4 years of experience in corporate finance or business partnership/analysis roles.

• Detail-oriented and a thought leader with strong analytical and communication skills.

• Self-starter that can work independently to solve problems, overcome challenges, and deliver results.

• Comfortable multi-tasking and managing shifting priorities and deadlines.

• Proven ability to build relationships with team members, business leaders, and other internal functions.

• Strong Microsoft Excel skills essential; knowledge of Oracle/Hyperion, Workday, Workday Adaptive Planning, Tableau, and/or PowerBI is preferred.

• Experience solving business problems with Agentic AI and co-working tools is highly desired.

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

100% 401k match up to 6% of salary

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 Leave

Adoption Assistance

Leadership Coaching & Formal Mentorship Opportunities

Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses

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

$95,275.00-139,741.66

Inclusive of annual base salary and target incentive

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.

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