Top Benefits
About the role
The Role:
We’re looking for a detail-oriented and proactive Accounts Payable Accounting Associate to support our Americas operations. In this role, you’ll focus on accounting-related activities rather than invoice and payment processing. The ideal candidate will have a strong understanding of regional tax regulations, supplier management, and compliance requirements, and will play a key role in ensuring accurate financial reporting and operational efficiency through automation initiatives and process enhancements.
What You’ll Do:
Invoice & Payment Support:
- Expedite sensitive or urgent invoices and payments in coordination with internal teams.
- Assist with resolving payment rejections and related inquiries.
Supplier Management:
- Perform supplier maintenance activities including onboarding and updates.
- Review and validate W-8 and W-9 tax forms for compliance.
Tax & Compliance:
- Apply appropriate use and lease tax codes for U.S. invoices.
- Prepare monthly sales tax reports for various provinces in Canada.
- Support U.S. 1099 preparation and year-end reporting.
- Track and report U.S. Unclaimed Property in accordance with state regulations.
Systems & Program Management:
- Administer the Concur employee reimbursement system, including troubleshooting and user support.
- Manage the American Express Corporate Card Program for Travel & Expense cards, including applications, reconciliation and policy compliance.
Accounting & Reporting:
- Prepare and post journal entries related to accounts payable activities.
- Prepare a weekly payment forecast for U.S. and Canadian operations.
- Conduct SOX compliance reviews and support internal and external audits.
Other Duties:
- Collaborate with cross-functional teams to support continuous improvement initiatives.
- Perform ad hoc accounting and reporting tasks as needed.
What We’re Looking For
- 2+ years of experience in accounts payable or accounting role.
- Familiarity with US and Canada non-income tax regulations and reporting requirements.
- Experience with Concur, Coupa, Oracle, or similar ERP systems.
- Strong analytical, organizational, and communication skills.
- Ability to work independently and manage multiple priorities in a fast-paced environment.
Preferred Qualifications:
- Experience with SOX compliance and audit support.
- Knowledge of U.S. Unclaimed Property laws and 1099 reporting.
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.
About Morningstar
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and solutions that serve a wide range of market participants, including individual and institutional investors in public and private capital markets, financial advisors and wealth managers, asset managers, retirement plan providers and sponsors, and issuers of fixed-income securities. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $328 billion in AUMA as of Sept. 30, 2024. The Company operates through wholly-owned subsidiaries in 32 countries.
Top Benefits
About the role
The Role:
We’re looking for a detail-oriented and proactive Accounts Payable Accounting Associate to support our Americas operations. In this role, you’ll focus on accounting-related activities rather than invoice and payment processing. The ideal candidate will have a strong understanding of regional tax regulations, supplier management, and compliance requirements, and will play a key role in ensuring accurate financial reporting and operational efficiency through automation initiatives and process enhancements.
What You’ll Do:
Invoice & Payment Support:
- Expedite sensitive or urgent invoices and payments in coordination with internal teams.
- Assist with resolving payment rejections and related inquiries.
Supplier Management:
- Perform supplier maintenance activities including onboarding and updates.
- Review and validate W-8 and W-9 tax forms for compliance.
Tax & Compliance:
- Apply appropriate use and lease tax codes for U.S. invoices.
- Prepare monthly sales tax reports for various provinces in Canada.
- Support U.S. 1099 preparation and year-end reporting.
- Track and report U.S. Unclaimed Property in accordance with state regulations.
Systems & Program Management:
- Administer the Concur employee reimbursement system, including troubleshooting and user support.
- Manage the American Express Corporate Card Program for Travel & Expense cards, including applications, reconciliation and policy compliance.
Accounting & Reporting:
- Prepare and post journal entries related to accounts payable activities.
- Prepare a weekly payment forecast for U.S. and Canadian operations.
- Conduct SOX compliance reviews and support internal and external audits.
Other Duties:
- Collaborate with cross-functional teams to support continuous improvement initiatives.
- Perform ad hoc accounting and reporting tasks as needed.
What We’re Looking For
- 2+ years of experience in accounts payable or accounting role.
- Familiarity with US and Canada non-income tax regulations and reporting requirements.
- Experience with Concur, Coupa, Oracle, or similar ERP systems.
- Strong analytical, organizational, and communication skills.
- Ability to work independently and manage multiple priorities in a fast-paced environment.
Preferred Qualifications:
- Experience with SOX compliance and audit support.
- Knowledge of U.S. Unclaimed Property laws and 1099 reporting.
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.
About Morningstar
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and solutions that serve a wide range of market participants, including individual and institutional investors in public and private capital markets, financial advisors and wealth managers, asset managers, retirement plan providers and sponsors, and issuers of fixed-income securities. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $328 billion in AUMA as of Sept. 30, 2024. The Company operates through wholly-owned subsidiaries in 32 countries.