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Senior Financial Analyst

Morningstar • Chicago, IL, US • published 2026-10-09 09:03:26.646528

Description

**The Team:** Morningstar’s Financial Planning and Analysis team is responsible for planning, forecasting, and analyzing the company’s financial results. The team works collaboratively with our business groups as well as the corporate functions to support our strategy and growth initiatives and help make informed business decisions to create value. **The Role:** Morningstar’s Financial Planning and Analysis team seeks a Senior Financial Analyst to support Morningstar’s largest business unit, Direct Platform. This role involves both revenue and expense management for subscription and licensed based product areas, including Morningstar Investor, Direct \& Reporting, and Licensed Data. In addition, you will gain extensive experience with financial systems and reporting, build relationships with senior management, and work on special projects as necessary. This position reports to a Manager of Financial Planning and Analysis and is based in our Chicago office. **Responsibilities** * Complete ownership of the financial planning, reporting and budgeting process for products within the Direct Platform group. * Effectively interact with business and sales stakeholders to help lead budget, ...

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