FP&A Manager, Investment Management The Group Morningstar Wealth is a core part of the broader Morningstar group, empowering investor success by delivering world‑class investment products and technology solutions to advisors, individuals, and the businesses who serve them. As a global team, we bring together data, research, analytics, and investment capabilities to help clients achieve better outcomes. The Role Morningstar Wealth’s FP&A team is seeking an FP&A Manager to serve as the finance lead for the US Investment Management business. This role sits at the center of strategic and financial decision‑making and is responsible for owning the credibility, clarity, and consistency of financial performance narratives provided to senior leadership. It would be an exciting opportunity for a current Senior FP&A Analyst to rise to a new role. This is not a reporting‑only role. The FP&A Manager is expected to independently own variance explanations, challenge assumptions, and ensure leadership receives accurate, well‑validated, and decision‑useful insights. The role reports to the Director of Financial Planning & Analysis and requires four days a week in our Chicago office. Key Responsibilities: Financial Ownership & Planning Own the end‑to‑end financial planning, budgeting, forecasting, and reporting processes for the US Investment Management business Lead budget, forecast, and long‑range planning in close partnership with business leaders, ensuring assumptions are well understood, clearly articulated, and appropriately challenged Act as the primary finance partner for US Investment Management leaders, providing guidance on tradeoffs, risks, and financial implications Performance Management, Variance Analysis & Storytelling Own monthly and quarterly performance reviews, producing credible, executive‑ready variance explanations that clearly identify primary drivers, separate signal from noise, and articulate implications Independently validate assumptions and push back on weak or unsupported explanations before outputs reach senior leadership Ensure consistent variance taxonomy (e.g., run‑rate vs one‑time, volume/price/mix/timing) and high analytical standards across deliverables Business Partnership & Judgment Develop a deep understanding of Investment Management business operations, revenue models, pricing mechanics, and cost drivers Translate complex financial results into clear, concise narratives that inform leadership decisions Serve as a trusted advisor to business leaders, balancing partnership with appropriate challenge Process Improvement & Team Leverage Improve FP&A processes, templates, and controls to enhance efficiency, accuracy, and scalability Act as a quality gate for FP&A outputs, reducing rework and ensuring consistency across geographies Embed AI-enabled tools and repeatable workflows where appropriate to improve speed, consistency, and insight generation across planning and reporting processes Partner with global FP&A colleagues to raise standards of analysis and communication Identify practical opportunities to use AI and automation to streamline forecasting, variance analysis, reporting, and recurring FP&A workflows while maintaining strong controls and validation standards Qualifications 5-7 years of progressive experience in FP&A, corporate finance, or related roles Bachelor's degree Demonstrated experience owning financial performance narratives and presenting to senior leadership Strong business acumen with the ability to connect financial outcomes to operational drivers Proven ability to challenge assumptions constructively and protect the credibility of finance outputs Experience in asset management, wealth management, or financial services preferred Advanced Excel and PowerPoint skills Comfortable exploring and applying AI-enabled capabilities in an FP&A context, including automation, scenario analysis, narrative generation, and analytical quality checks 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 100% 401k match up to 6% of salary 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 Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses 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 $125,050.00-191,733.33 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. 001_MstarInc Morningstar Inc. Legal Entity Morningstar is a global independent investment research and financial data company. Here, you'll help uncover what’s hidden, simplify what’s complex, and create insights that empower investor success. Company overview Morningstar Development Program Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.

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