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.

Morningstar jobs

Accounts Payable Accounting Associate