Senior Manager of Corporate FP&A

The Team : Morningstar’s Corporate Finance team plays an essential role in supporting our company’s strategic initiatives, day-to-day operations, and infrastructure.

Our Corporate FP&A team is responsible for planning, forecasting, and analyzing the company’s financial results. The team works collaboratively with our senior leaders, business finance partners and international teams to support our strategy and growth initiatives and help make informed business decisions.

The Role : As the Senior Manager of Corporate FP&A, you’ll be part of our global Finance organization, which is focused on business partnership, planning, reporting, innovation, automation, and process improvements.

The role will focus on the enterprise-wide planning, budgeting, forecasting, and reporting processes, in addition to driving analysis of business performance, projects, capital allocation, M&A, and other initiatives across the company.

Additionally, you will manage a team of three analysts overseeing the company-wide compensation planning and support to Morningstar’s corporate and central functions including Technology, Sales, Marketing, Research, Design, Finance, Legal / Compliance, People & Culture, and Real Estate / Facilities.

This position reports into Head of Corporate FP&A and is based in our Chicago office.

Responsibilities

Provide support to corporate and central functions on their budgets, forecast and performance analysis. Special focus and hands on partnership with Central Technology team on technology spending and alignment with our long-term strategic plan.

Execute the enterprise-wide planning, budgeting, forecasting, and monthly reporting processes in coordination with finance teams.

Prepare the annual budget, three-year plan, and periodic forecasts for the Company.

Produce monthly enterprise reporting packages for executive leadership and the Board, interpret results, drive decision making to improve performance.

Own the company-wide salary target and workforce planning and reporting process on behalf of FP&A.

Own the company-wide bonus and equity calculation and reporting process, coordinate with the Financial Reporting team for accounting and reporting.

Support the review of projects and business initiatives and help drive relevant analysis, investment recommendations, and capital allocation decisions across the businesses.

Collaborate across all businesses and regions to ensure consistency of FP&A processes with central requirements.

Support Financial Reporting team and Investor Relations in the quarterly and annual reporting process.

Coordinate with Corporate Strategy team on strategic planning process and integration into enterprise-wide planning.

Track and evaluate consistency in KPIs and financial reporting across the business areas to allow for greater visibility and performance monitoring and measurement.

Participate in M&A or other projects based on needs of the business.

Requirements

Minimum of 8-10 years of experience in progressive FP&A or business partnership / analysis roles.

A bachelor’s degree : MBA preferred; CPA or CFA a plus.

Ability to multi-task and manage shifting priorities and deadlines.

Ability to work well on large and small cross-functional teams.

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

Candidate should be detail-oriented and a thought leader with strong analytical, problem-solving, and communication skills to influence decisions and outcomes.

Experience in coaching and mentoring the team.

Experience in executing large operational programs or projects.

Knowledge of Technology trends is preferred (cloud computing, cyber security, technology services)

Solid Microsoft Excel skills required; knowledge of Workday, Workday Adaptive Planning, Salesforce, Tableau, FCCS / PBCS (Oracle) is preferred.

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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.