W ho are we Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300 billion in assets under management. The Company operates through wholly owned subsidiaries in 32 countries. At Morningstar Australia we're motivated by our mission to create great products that help investors reach their financial goals. Our independence is unshakeable. Staying true to our long-term investing and advocating for investors' rights, even when the crowds are doing the opposite, is how we remain a trusted voice of reason that rises above the market noise. Why Join Us? At Morningstar, you’ll belong to a team where your contributions truly matter . We’re united by a shared mission: champion the investor . By putting investors first, we make the financial industry more transparent and efficient—because when investors win, we all win. We encourage you to dream big and drive change . Whether you’re a data scientist building smarter models or a designer creating intuitive experiences, you’ll help remove barriers and shape the future of investing. Here, execution is everything . We turn ideas into reality by holding ourselves accountable, following through on commitments, and tackling challenges head-on. We embrace a growth mindset . Through workshops, training, and collaboration, you’ll stay ahead of industry trends and continuously develop your skills. And above all, we’re one team . Our diverse perspectives fuel innovation, and global collaboration is part of our DNA—from career coffee chats to virtual brainstorming sessions. Morningstar offers a broad range of benefits. We focus of employee health and wellbeing and offer something for everyone like our 15 days work from anywhere benefit, Employee Assistance Program and 6 weeks of 100% paid family leave to care for a dependent with a serious health condition. Join us and make an impact that matters. The Finance Team Morningstar’s Finance team is responsible for planning, forecasting, preparing and analysing the company’s financial results. The team supports the business with timely and insightful information, while ensuring strong compliance with accounting and regulatory frameworks. Essentially, they provide accurate financial data to help management steer the business effectively. The Role This role is based in our Sydney office and reports to our Australia Finance Controller. You will be part of a small local team but, as part of a global organization, you will gain broad exposure to Morningstar and global accounting practices . This is a great opportunity to develop your accounting career in the financial services sector, to gain regional and cross-border experience and to build skills in modelling, M & A and corporate reporting. This role is primarily responsible for reporting, tax and compliance but you will work cross function ally to support revenue and receivables and expense management Key Responsibilities: Reporting & Compliance Group reporting and month-end close Quarterly certifications and ANZ/APAC management pack preparation Statutory reporting and accounts, AFSL submissions, and compliance Engagement with external auditors and tax professionals Financial Planning & Analysis (FP&A) Oversight of FP&A processes, including budget compilation and final load checks Collaboration with business lines and corporate teams Balance Sheet & Cash Management Balance sheet reviews and reconciliations Intercompany charges, invoicing, and settlements Cash and working capital optimization, including FX arrangements Tax & Regulatory Quarterly group tax submissions Annual tax provisions and returns Transfer pricing, R&D tax incentives Support for global tax initiatives and compliance Other Support new business initiatives and M&A activities Cross functional support for Finance team responsibilities across Revenue, Receivables and Expense management Essential Requirements: Strong background in financial reporting Experience with corporate income tax, FBT, BAS/GST Knowledge of ANZ accounting standards Bachelor's degree in accounting or a related field CPA or equivalent qualification or currently undertaking Minimum 4 years of experience in an accounting or related position . Familiarity in applying revenue recognition principles related to software, service contracts, assets under management and cross-country transactions. Excellent analytical, problem-solving, and communication skills. Ability to work collaboratively with global teams and stakeholders. Must have the right to work in Australia – either a citizen or permanent resident . It would also be great if you have: Experience in regulatory reporting under AFSL license requirements Exposure to Pillar Two tax regime or readiness to develop expertise Interest in sustainability reporting or willingness to learn Good understanding of budgeting & forecasting processes Experience with Salesforce and Oracle is a plus. Background in asset-based fee calculations or finance industry is a plus. Experience working with Asia or offshore team 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. 704_MstarAusAsiaPtyL Morningstar Australasia Pty Limited Legal Entity
