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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.

About This Role

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.

As a Finance Manager joining the UK-based finance team reporting into the EMEA West Controller., you’ll be responsible for the performance reporting and financial controls of all of Morningstar’s business operations within the UK, South Africa, and Dubai (West).

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

You’ll support the EMEA West Controller to play a key role in Morningstar’s external reporting requirements, appropriate for a publicly traded US corporation, and you’ll play a key role in financial and statutory reporting, ensuring all reporting deadlines are met, working in partnership with our shared service centre based in Mumbai and Romania.

The role will be expected to introduce improvements and efficiencies which will help drive the business forward. This position is based in our London office.

What You'll Do

• Manage the preparation and ensure the financials statement are prepared timely and in compliance with local GAAP
• Oversee the preparation of statutory accounts and other regulatory filings in line with the companies Act and other local laws in the West entities
• Co-ordinate and manage the local tax filling process with Morningstar’s global tax team, including review of submissions of corporate tax returns, VAT returns and other related tax filings
• Be the point of escalation for external auditors during the audit process, ensuring timely resolution of any issues raised
• Monitor and ensure compliance with local and international regulations such as the FCA requirements, SOX for US companies and keeping updated with any changes that may impact financial reporting requirements
• Identify opportunities to streamline and improve financial reporting processes to drive efficiency
• Manage and develop one finance professional to ensure high-quality work and professional growth
• Build a relationship with the service centre to ensure efficient processing

Who You Are

• Knowledge of local GAAP / IFRS (essential) and US-GAAP (desirable).
• Strong technical knowledge with regards to revenue recognition accounting policies.
• Detail-oriented with a passion for ensuring accuracy, and strong analytical skills
• Advanced skills in Microsoft Excel (essential)
• Qualified ACA, ACCA, CIMA, or equivalent international accounting qualification.
• Bachelor’s degree or 4 years PQA
• Hands-on experience with Oracle Financial Systems and Hyperion Financial Management is (desirable but not essential)

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.