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Associate Finance Analyst I

Associate Finance Analyst I

Morningstar

2 - 6 years

0 Lacs

navi mumbai maharashtra

Posted:1 week ago| Platform: Shine logo

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Skills Required

oracle 11i oracle r12 ms excel bank reconciliation sla management communication skills erp module customer billing

Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: You will be responsible for participating and assisting in the transition of processes from local operations to India shared service. Your role will involve executing assigned transactions accurately and in a timely manner. Additionally, you will manage global customer billing inquiries, resolve customer queries through email and phone calls, and review and select standard responses for answers or solutions. Reporting on work executed and tracking progress of assigned tasks while adhering to Morningstar's set KPIs and KRAs will also be part of your responsibilities. You will interact with global finance teams for doubt and error resolution, as well as process improvements. Ensuring good customer care and focus at all times, as well as performing bank reconciliation, will be key aspects of your role. Key Responsibilities: - Participate & assist in transition of processes from local operations to India shared service. - Execute assigned transactions in a timely manner with accuracy. - Manage Global Customer Billing Enquiry. - Resolve customer queries through email and phone calls. - Review and select standard responses for answers or solutions. - Report on work executed. - Track progress of assigned tasks, while adhering to Morningstar's set KPIs and KRAs. - Interact with global finance teams on doubt and error resolution, as well as process improvements. - Ensure good customer care and focus at all time. - Perform Bank Reconciliation. Qualifications Required: - Must have experience on an ERP module. Knowledge of Oracle 11i / R12 will be preferable. - Able to prioritize workload assigned. - Proficient in the use of MS Excel. - Process-focused and adhered to achieve SLA in the best manner in day-to-day activities. - Experience in interacting with foreign clients. - TAT oriented and understands the criticality of month-end closing activities. - Desire for improvement and innovation. - Good verbal and written communication skills. Note: Morningstar is an equal opportunity employer. The company offers a hybrid work environment that allows for collaboration in-person each week, with a four-day in-office work model in most locations. Various benefits are available to enhance flexibility as needs change, providing tools and resources to engage meaningfully with global colleagues.,

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Morningstar

Financial Services

Chicago IL

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Associate Finance Analyst I