Associate Finance Analyst - I

Mumbai · Hybrid

About this role

The Area: Morningstar is looking for Accounts Executive for the Finance Shared Services. The Finance Shared Services is responsible for executing day to day Accounts payable and/ or Accounts receivable activities of Morningstar Global business in a process oriented and disciplined manner.


The Role: Reporting to the Financial Shared Services Manager, executing day to day Accounts payable and/ or Accounts receivable activities of Morningstar Global business in a process oriented and disciplined manner. The Role will also include responsibility for the accounting contribution for the shared services responsibility that India plays as part of Morningstar’s global business. The role holder will also work closely with the global finance teams and India manager to migrate process from local operations to India shared service. This role will be based in our Mumbai office.



Key Responsibilities


  • Participate & assist in transition of processes from local operations to India shared service.
  • Execute assigned transactions in a timely manner with accuracy.
  • Manage Global Customer Billing Enquiry.
  • Resolve customer queries through email and phone calls.
  • Review and select standard responses for answers or solutions
  • Report on work executed.
  • Track progress of assigned tasks, while at the same time adhering to Morningstar's set KPIs and KRAs.
  • Interact with global finance teams on doubt and error resolution, as well as process improvements.
  • Ensure good customer care and focus at all time.
  • Bank Reconciliation.

Requirements

  • 3+ years’ concrete experience as Accounts Receivable & Accounts Payable Executive.
  • Must have experienced on an ERP module. Knowledge of Oracle 11i / R12 will be preferable.
  • Able to prioritize workload assigned.
  • Particular with numbers; Proficiency in use of MS Excel is a MUST.
  • Process focused and adhered to achieve SLA in best manner in day to day activities.
  • Experience to interact with foreign clients.
  • TAT orientated and understands the criticality of month end closing activities.
  • Desire for improvement and innovation.
  • Good verbal and written Communication skills.

Morningstar is an equal opportunity employer.

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.

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Company at a glance

Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional
investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $369 billion in AUMA as of Sept. 30, 2025. The Company operates through wholly-owned subsidiaries in 32 countries.

Team Size10,001+ employees
WorkspaceHybrid
IndustryFinancial Services
Location
Mumbai City, Maharashtra, India

Top Benefits

  • Hybrid work environment
  • Flexibility

Tired of cold applications?

Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.

Know someone who'd be great for this?