Senior Accountant

Responsibilities

• Research, analyze, and resolve day-to-day accounting matters and complex transactions to ensure compliance with U.S. GAAP, regulatory requirements, and Morningstar accounting policies.

• Prepare monthly, quarterly, and annual financial reporting activities, including journal entries, account reconciliations, balance sheet reviews, flux analyses, and supporting schedules.

• Support management and prepare journals and supporting schedules for more complex accounting processes, including internal-use software, commissions, M&A, etc.

• Prepare and review statutory financial statements, regulatory filings, and other legal-entity reporting requirements to ensure accuracy and timely submission.

• Manage a portfolio of regulatory and statutory compliance requirements across multiple legal entities and jurisdictions while maintaining adherence to reporting deadlines.

• Maintain and enhance internal controls in support of Sarbanes-Oxley requirements by identifying opportunities to strengthen control effectiveness, improve documentation quality, and modernize control execution.

• Partner with business leaders, auditors, tax advisors, and cross-functional teams to support audits, regulatory examinations, financial reporting initiatives, and strategic finance projects.

• Develop insightful analyses and reporting for management that explain business drivers, accounting impacts, trends, risks, and opportunities.

• Drive continuous improvement initiatives that enhance the efficiency, quality, and scalability of accounting operations through process redesign, standardization, data analytics, workflow optimization, and intelligent technology solutions.

• Leverage AI-enabled tools, automation platforms, and advanced analytics to improve close activities, reconciliations, financial reporting, compliance monitoring, control documentation, and management reporting while reducing manual effort and operational risk.

• Collaborate with global controllership teams to identify opportunities to transform accounting processes through data-driven insights, predictive analytics, and emerging technologies that support a more efficient and proactive finance organization.

• Contribute to the development of accounting policies, procedures, and knowledge-management resources, utilizing technology and AI capabilities to improve documentation, consistency, training, and organizational learning.

• Lead or participate in cross-functional projects and finance transformation initiatives, ensuring accounting, reporting, control, and operational considerations are effectively incorporated into solution design and implementation.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.

• CPA certification or progress toward certification preferred.

• 3-5 years of experience in public accounting, corporate accounting, or a combination of both.

• Strong understanding of U.S. GAAP, financial statement preparation, account reconciliation, and financial close processes.

• Experience supporting audits, internal controls, and Sarbanes-Oxley compliance requirements.

• Demonstrated ability to analyze complex accounting transactions, assess risks, and develop practical accounting solutions.

• Experience with regulatory, statutory, or legal-entity reporting is preferred.

• Proven ability to identify process improvement opportunities and implement sustainable solutions that improve efficiency, accuracy, scalability, and control effectiveness.

• Demonstrated curiosity and willingness to leverage emerging technologies, including AI-enabled solutions, to improve accounting processes, reporting quality, controls, and business insights.

• Experience using data analytics, visualization, workflow, or automation tools to solve business problems and drive process improvements is preferred.

• Ability to translate accounting and operational requirements into scalable, technology-enabled solutions that improve efficiency, control effectiveness, and decision-making.

• Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.

• Excellent written and verbal communication skills with the ability to effectively partner with stakeholders across all levels of the organization.

• Ability to manage multiple priorities in a fast-paced environment while maintaining a high standard of quality and accountability.

• Advanced Microsoft Excel skills and proficiency with Microsoft Office applications.

• Experience with enterprise finance and reporting systems such as Oracle, FCCS, Workiva, ARCS, Tableau, Alteryx, Power BI, Microsoft Copilot, or similar platforms is preferred.