Finance Analyst I

Role : Finance Analyst I Shift : Afternoon Job Overview The Collections Specialist is involved in all areas of Morningstar’s accounts receivable process. This role is responsible for responsible for resolving overdue bills and collecting payments from those who owe, along with resolving escalated client issues, providing analysis on client invoices, and managing the invoice extension process. Other responsibilities include assisting Morningstar’s Sales teams with billing questions. Willing to work in EMEA or NAR shift timings will be 3 PM to 12 AM. Team Overview At Morningstar, employees are our customers, and customers are king! The Finance team handles everything “money” at Morningstar including accounting, quote-to-cash, for our fast-paced and growing company. The team supports the growth of Morningstar by providing actionable insights on the company’s financial health, all while working with a fun, energetic team! Outline of Duties and Responsibilities Monitor accounts on a daily basis to Identify outstanding account receivables Investigate historical data for debts and bills Collaborate with other sub-process teams to resolve escalated invoices and client payment problems. Provide In depth analysis of client invoices including escalated aging buckets. Create Morningstar’s Quarterly Accounts Receivable reports. Manage approvals for payment extensions or exceptions outside of Morningstar’s standard cadence. Work with Morningstar’s Sales department to answer questions around billing and communicate any issues with accounts. Respond to a variety of inquiries from both customers email and phone calls. Communicate remittance information to the cash application team. Manage collections efforts for past due invoices by making calls and sending notices. Compile back-up documentation for 3rd party collection cases. Support to the accounting team with month-end close duties as needed. Participate in various company initiatives and projects as requested. Experience, Skills and Qualifications Bachelor’s degree and 5-8 years of experience in a Shared Service or BPO environment. Proven experience as a Collection Specialist or similar role for EMEA or NAR will be plus Strong organization skills with excellent attention to detail. Excellent communication skills, both written and verbal. Experience with any collection tool/systems a plus. Ability to work independently, under tight deadline at times, and in an ever changing/dynamic environment. Proficiency with MS Office suite including in-depth knowledge of Outlook, Word and Excel with the ability to pick up new systems and software easily. 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 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.