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For Companies At a Glance
- Tasks: Support month-end close, regulatory reporting, and financial analysis for Wealth entities.
- Company: Join a leading finance team at Morningstar with a collaborative culture.
- Benefits: Enjoy a hybrid work model, competitive salary, and flexible benefits.
- Why this job: Gain expertise in regulatory reporting while working with experienced finance professionals.
- Qualifications: Degree in Accounting or Finance; 3-5 years of accounting experience required.
- Other info: Dynamic environment with opportunities for continuous learning and career growth.
The predicted salary is between 36000 - 60000 £ per year.
The Team
Morningstar's Finance team is responsible for accounting, financial planning and analysis of the company's financial results, ensuring adherence to local statutory requirements, and compliance with relevant regulatory bodies (FCA, etc.). The team works closely with our business groups to provide them with timely and insightful information for informed business decisions.
The Role
Morningstar is looking for a Wealth Accountant - EMEA West (UK, Jersey, Middle East, and South Africa) to join our UK-based finance team. This is a role within the Wealth pillar, combining both regulatory support and controllership activities. Reporting to the Wealth Controller - EMEA West, the successful candidate will play a key role in supporting regulatory reporting requirements while also contributing to core controllership functions including month-end close, financial analysis, and business partnering. This role is an excellent opportunity to develop expertise across both regulatory reporting and controllership functions while working closely with experienced finance professionals. The position is based in our London office with a 4 day in office hybrid working arrangement.
Responsibilities
- Support month-end and quarter-end close processes for Wealth entities, including journal entries, reconciliations, and variance analysis.
- Partner with the internal CASS team for operational issues and support CASS audit requirements.
- Assist in preparing and maintaining cash flow reports to ensure compliance with regulatory requirements and operational needs of the business.
- Act as a finance business partner to Wealth operational teams, providing analysis and insights to support decision-making.
- Help in executing financial reporting submissions to local regulatory bodies in relevant jurisdictions.
- Collaborate with the compliance team to meet regulatory reporting requirements and address compliance-related issues.
- Participate in preparing materials for regulated entities' board meetings.
- Support in modelling regulatory and liquid capital, wind-down scenarios, and stress tests for regulated entities.
- Help maintain the financial risk register for presentation to the legal entity board of directors.
- Contribute to identifying and implementing improvements in both regulatory reporting and controllership processes.
- Stay informed about local and international regulations impacting financial reporting requirements.
Requirements
- A degree in Accounting, Finance, or a related field; part-qualified or fully qualified in ACA, ACCA, CIMA, or equivalent is required.
- 3-5 years of accounting experience, with exposure to financial reporting, and month-end close processes.
- Basic understanding of FCA reporting requirements and regulatory processes.
- Detail-oriented and motivated individual with a willingness to learn and manage tasks effectively.
- Good communication skills and the ability to work well in a team.
- Knowledge of local UK GAAP / IFRS; familiarity with US-GAAP is a plus.
- Experience with or willingness to learn Oracle Financial Systems and Hyperion Financial Management.
- Ability to work in a dynamic, fast-paced environment with a proactive approach to problem-solving and continuous improvement.
Benefits
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.
Wealth Accountant - EMEA West employer: Morningstar, Inc.
Contact Detail:
Morningstar, Inc. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Accountant - EMEA West
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who work at Morningstar or similar companies. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of FCA regulations and financial reporting. We recommend practising common interview questions related to month-end close processes and regulatory compliance to show you're ready for the Wealth Accountant role.
✨Tip Number 3
Showcase your analytical skills! During interviews, be ready to discuss how you've tackled financial challenges in the past. Use specific examples that highlight your attention to detail and problem-solving abilities.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Morningstar.
We think you need these skills to ace Wealth Accountant - EMEA West
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Accountant role. Highlight your accounting experience, especially in financial reporting and month-end processes, as well as any relevant qualifications like ACA or ACCA.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this role. Mention your understanding of FCA reporting requirements and how your skills can contribute to our finance team’s success.
Showcase Your Team Spirit: We love team players! In your application, share examples of how you've collaborated with others in previous roles, especially in finance or accounting settings. This will show us you’re ready to partner with our operational teams.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Morningstar, Inc.
✨Know Your Numbers
As a Wealth Accountant, you'll be dealing with financial data daily. Brush up on your accounting principles, especially UK GAAP and IFRS. Be ready to discuss how you've handled month-end close processes or financial reporting in your previous roles.
✨Understand Regulatory Requirements
Familiarise yourself with FCA reporting requirements and any relevant regulations. Show that you’re proactive about compliance by discussing how you've navigated regulatory challenges in the past or how you stay updated on changes in financial regulations.
✨Showcase Your Analytical Skills
Prepare to demonstrate your analytical abilities. Think of examples where you've provided insights that influenced business decisions. Highlight your experience with variance analysis and cash flow reports, as these will be crucial in the role.
✨Be a Team Player
This role involves collaboration with various teams, so emphasise your communication skills and teamwork experience. Share instances where you've partnered with operational teams or contributed to cross-functional projects, showcasing your ability to work well in a dynamic environment.
