The Finance Analyst manages revenue and expense processes, ensuring accurate reporting and compliance, while providing analytical support for decision-making.
Department: Finance
Location: Mumbai
Reports To: Finance Manager / Controller
Role Overview
The Finance Analyst will support the Finance & Accounting function by managing expense and revenue processes, ensuring accurate financial reporting, and providing actionable insights for decision-making. This role requires strong analytical skills, attention to detail, and the ability to work in a multi-currency, IFRS-compliant environment.
Key Responsibilities
1. Revenue Management
2. Expense Management
4. Compliance & Controls
5. Cross-functional Collaboration
Qualifications & Skills
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.
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity
Location: Mumbai
Reports To: Finance Manager / Controller
Role Overview
The Finance Analyst will support the Finance & Accounting function by managing expense and revenue processes, ensuring accurate financial reporting, and providing actionable insights for decision-making. This role requires strong analytical skills, attention to detail, and the ability to work in a multi-currency, IFRS-compliant environment.
Key Responsibilities
1. Revenue Management
- Monitor and analyse revenue streams across regions.
- Prepare monthly, quarterly, and annual revenue reports.
- Support revenue recognition in compliance with IFRS.
- Collaborate with Accounts Receivable team for collections and aging analysis.
2. Expense Management
- Track and validate operating expenses, including vendor invoices and accruals.
- Assist in budgeting and forecasting for OpEx and CapEx.
- Ensure timely processing of expense reports and vendor payments.
- Perform monthly, quarterly, and annual variance analysis between actuals and budget.
4. Compliance & Controls
- Ensure adherence to internal controls and audit requirements.
- Maintain documentation for statutory and tax audits.
- Support VAT/GST compliance and reporting.
5. Cross-functional Collaboration
- Work closely with FP&A, Accounts Payable, Accounts Receivable, and Shared Service teams.
- Partner with business stakeholders to provide financial insights for decision-making.
Qualifications & Skills
- Bachelor's/Master's degree in Finance, Accounting, or related field (CA/CPA preferred).
- 3-5 years of experience in Finance & Accounting roles.
- Knowledge of IFRS and multi-currency accounting.
- Proficiency in ERP systems (Oracle, SAP preferred) and advanced Excel skills.
- Analytical mindset with attention to detail and problem-solving ability.
- Excellent communication and stakeholder management skills.
- 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.
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity
Top Skills
Erp Systems (Oracle
Excel
Ifrs
Sap)
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