Associate Team Lead

Accounts Executive – Finance Shared Services

Employment Type: Permanent

The Area: Morningstar is looking for Accounts Executive for the Finance Shared Services. The Finance Shared Services organization is responsible for executing day to day and project-based activities for the Procure to Pay; Quote to Cash; Record to Report processes of Morningstar’s global business. 

The Role: Reporting to the Financial Shared Services Team Lead, executing day-to-day Accounts payable, Accounts receivable and record to Report 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. This role will be based in our Mumbai office.

Key Responsibilities

+ Execute assigned AP, AR, GL transactions on time with accuracy.

+ Ensure all month-end activities are completed within the agreed time and of the highest quality and ensure metrics are met as per targets as applicable.

+ Resolve customer / Suppliers’ queries through email and phone calls.

+ Review and select standard responses for answers or solutions

+ Report on work executed.

+ Prepare Journal entries with supporting documentation.

+ Track progress of assigned tasks, while at the same time adhering to Team set KPIs.

+ Interact with global finance teams on doubt and error resolution.

+ Ensure good customer care and focus on all times.

+ Bank Reconciliation.

Qualifications / Experience:

The incumbent must have proficient knowledge in the following knowledge of accounts payable:

• Hands-on experience on ERP (SAP / Oracle, Coupa) system for a minimum of 6 months
• Thorough knowledge of basic accounting procedures
• Ability to maintain a high level of accuracy in preparing and entering financial information.
• Strong analytical and problem-solving skills
• Already part of a similar setup either a BPO or Shared Service center
• Minimum work experience of 4 years in an MNC setup
• Commerce Graduate (B.Com/M.com/MBA)

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.