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 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 chance to develop expertise across both regulatory reporting and controllership functions while working closely with experienced finance professionals. The position is based in our Mumbai 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.
Assist in preparing and maintaining cash flow reports to ensure compliance with regulatory requirements and operational needs of the business.
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 in preparing quarterly board packs for regulated entities
Help maintain the