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.
Compensation and Benefits:
At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
- Financial Health
- 75% 401k match up to 7%
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
- Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
- Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Bonding Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Education Stipend
- Tuition Reimbursement
- Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$74,325.00 - 126,350.00 USD Annual
Inclusive of annual base salary and target incentive
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.
