Job summary
Job post source
This job is directly from Morningstar DBRS
Job overview
The Financial Analyst FP&A role at Morningstar DBRS supports the Credit Ratings Business Unit by analyzing financial data to aid planning, forecasting, and decision-making, impacting the company's financial efficiency and growth.
Responsibilities and impact
The role involves managing budgeting and forecasting inputs, maintaining financial reporting, performing account reconciliations and variance analysis, supporting special projects, processing expenses, and driving process improvements within the finance department.
Compensation and benefits
The position offers a base salary range of $67,116 to $114,093 annually, total cash compensation up to $122,650, and benefits including 75% 401k match up to 7%, stock ownership potential, comprehensive health plans, paid sabbaticals, parental leave, tuition reimbursement, and wellness programs.
Experience and skills
Candidates need a minimum of two years in accounting or related roles with a bachelor's degree; CPA or MBA is a plus. Strong analytical, detail-oriented, critical thinking, communication skills, and proficiency in Excel and PowerPoint are required; knowledge of Salesforce and Oracle/Smartview is preferred.
Career development
Opportunities include leadership coaching, formal mentorship, annual education stipends, tuition reimbursement, and participation in cross-functional projects enhancing professional growth.
Work environment and culture
Morningstar DBRS promotes a hybrid work environment with three days in-office weekly, emphasizing collaboration, wellness, diversity, and inclusion through various employee resource groups and wellness programs.
Company information
Morningstar DBRS is a leading global credit rating agency known for transparency, innovation, and customer service, rating over 4,000 issuers and 60,000 securities worldwide.
Team overview
The Financial Planning and Analysis team collaborates closely with business leaders and corporate functions to support strategy and financial operations, reporting to the Senior Manager of FP&A.
Job location and travel
The position is based in Chicago with a hybrid work model requiring three days per week in-office presence.
Unique job features
This role offers exposure to financial systems and senior management, involvement in special projects, and the chance to influence business process improvements uniquely within the credit ratings sector.
Company overview
Morningstar DBRS is a global credit rating agency and a subsidiary of Morningstar, Inc., specializing in providing independent credit ratings, research, and risk analysis for financial institutions, corporations, and structured finance products. The company generates revenue through its credit rating services, subscription-based financial research, and analytics solutions offered to investors and issuers. Founded in 1976 as Dominion Bond Rating Service in Canada, it was acquired by Morningstar in 2015, enhancing its global reach and integrating its expertise with Morningstar's investment research capabilities. Known for its transparency and investor-focused approach, DBRS plays a crucial role in helping stakeholders assess creditworthiness and make informed financial decisions.
How to land this job
Tailor your resume to emphasize your experience in financial planning and analysis, focusing on budgeting, forecasting, and variance analysis, as these are key responsibilities for the Financial Analyst FP&A role at Morningstar DBRS.
Highlight your proficiency with Microsoft Excel and PowerPoint, and if applicable, mention familiarity with financial systems like Salesforce, Oracle, or Smartview to align with the job requirements.
Apply through multiple platforms including Morningstar DBRS’s official corporate careers page and LinkedIn to maximize your application visibility and ensure you reach the hiring team effectively.
Connect with current employees in Morningstar DBRS’s FP&A or Credit Ratings divisions on LinkedIn, using ice breakers such as commenting on recent company initiatives in financial transparency or asking about the team’s approach to forecasting and budgeting challenges.
Optimize your resume for ATS by incorporating keywords from the job description such as 'budgeting and forecasting,' 'financial reporting,' 'variance analysis,' 'financial systems,' and 'cross-functional collaboration' to increase the chances of passing initial screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application channels, and find relevant LinkedIn contacts, allowing you to focus your time on preparing for interviews and networking effectively.
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