Accounting Manager - GL and Expenses

About the Role

We're looking for an experienced and motivated Accounting Manager - GL and Expenses to join our dynamic Finance team. Our team is all about collaboration, innovation, and continuous improvement. In this role, you'll lead key accounting functions for the Americas region, including managing the financial close and expense processes. You'll also play a vital part in automation initiatives, process enhancements, and team development-all while ensuring compliance with U.S. GAAP and SOX requirements.

What You'll Do

• Lead the monthly close process, including oversight of AP, accrued expenses, fixed assets, prepaids, non-income taxes, and employee benefits.
• Ensure accurate recording, classification, and reconciliation of transactions in line with U.S. GAAP and company policies.
• Maintain a strong internal control environment to support SOX compliance.
• Partner with our India Financial Services team to support transaction processing.
• Continuously review and improve workflows to enhance accuracy and efficiency.
• Recommend and implement updates to accounting policies and procedures in collaboration with cross-functional teams and Internal Audit.
• Provide coaching and development opportunities to team members, ensuring cross-training and continuity of service.
• Work closely with internal and external auditors to support audit processes.
• Collaborate with FP&A to ensure accurate expense forecasting.
• Support external tax advisors with corporate tax filings and manage Canada non-income tax filings.
• Take on additional responsibilities as needed.

What We're Looking For

• Bachelor's degree in Accounting and 4-8 years of relevant experience (including public accounting).
• Prior experience in a managerial role.
• Strong understanding of GAAP and SOX compliance.
• Proven ability to lead high-performing teams and build strong relationships across departments.
• Comfortable in a fast-paced environment with multiple deadlines.
• Excellent communication skills and a proactive mindset.
• Experience with general ledger systems and reporting tools; Oracle experience is a plus.
• Advanced Excel skills and proficiency in Microsoft Office Suite.
• CPA or equivalent certification required.

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 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

Total Cash Compensation Range

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.