Accounting Manager

Job Responsibilities: Manage and oversee monthly close processes, including preparation, review and approval of journal entries and account reconciliations Research and resolve day-to-day general ledger accounting issues, and assist with the resolution of significant, complex, transactions to ensure proper application of GAAP Review general ledger activity and investigate variances or unusual transactions Ensure continued compliance with SOX/internal control requirements and proactively identify control enhancements Partner with internal and external auditors to support quarterly and year-end

audits, including managing audit requests Assist in the creation of accounting policies and procedures Supervise, mentor, and develop accounting staff, providing guidance on technical accounting and process execution Manage team priorities and workload while promoting a culture of accountability, continuous improvement, and professional development Support M&A activities, including purchase accounting and post-acquisition integration activities Prepare and review periodic and ad-hoc financial analyses to provide performance analysis and drive actionable insights Leverage data to identify

trends, risks, and opportunities for improved financial performance Identify and implement opportunities to standardize streamline and automate accounting processes Partner with cross functionals teams to identify opportunities for AI-driven enhancements within accounting processes Partner with cross functional teams to implement new technologies and tools Perform other duties and special projects as assigned Qualifications: CPA designation Bachelor’s degree in Accounting 5+ years of progressive accounting experience (public accounting and/or publicly held company) Strong knowledge of US

GAAP and financial reporting Demonstrated experience reviewing work and mentoring team members Ability to manage multiple priorities and deadlines in a fast-paced environment Strong documentation skills for routine and complex transactions (audit-level support) Strong understanding of SOX/internal controls and ability to guide others Excellent written and verbal communication and interpersonal skills Advanced proficiency in Microsoft Office / Co-Pilot 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 100% 401k match up to 6% of salary 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 plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week

Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses 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 $121,400.00-186,150.00 Inclusive of annual base salary and target incentive 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. 001\_MstarInc Morningstar Inc. Legal Entity How to Apply for a Job at Morningstar Step 1 When you find a position you're interested in, click the 'Apply' button.

Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please. Step 2 You will receive an email notification to confirm that we've received your application. Step 3 If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location.

Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your interview—either with a job offer or to let you know our plans for the position.

Applicants With Disabilities Who Need Accommodation Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email AskHR@morningstar.com and let us know the nature of your request and your contact information. Please note: We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests.

Please be sure to include the title and location of the open position you’re interested in when you leave a message. US Applicants: Morningstar is an E-Verify program participant. Learn more: This Organization Participates in E-Verify (English) This Organization Participates in E-Verify (Spanish) Right to Work (English) Right to Work (Spanish) EEO is the Law Pay Transparency Notice Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants.

We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.

• CPA designation and Bachelor’s degree in Accounting
• 5+ years progressive accounting experience with strong US GAAP and SOX/internal controls knowledge
• Proven ability to mentor staff, manage multiple priorities, and advanced Microsoft Office proficiency