This role supports accounting operations focusing on revenue and receivables, contract management, invoicing, collections, and revenue recognition, while ensuring accuracy and compliance.
The Role:
This position functions as a Gatekeeper/Accountant within the Americas Revenue and Receivables team, reporting to the Accounting Supervisor - Revenue & Receivables. This role supports end-to-end accounting operations for revenue and receivables of the Credit Ratings business including contract management, invoicing, collections, and revenue recognition.
This role is based in Toronto, and we are operating in a hybrid environment, where we are in-office 4 days/week.
Responsibilities:
Requirements:
About Us
Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world.
Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service.
Morningstar DBRS is the next generation of credit ratings.
If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
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.
100_MstarResCanad Morningstar Research, Inc. (Canada) Legal Entity
This position functions as a Gatekeeper/Accountant within the Americas Revenue and Receivables team, reporting to the Accounting Supervisor - Revenue & Receivables. This role supports end-to-end accounting operations for revenue and receivables of the Credit Ratings business including contract management, invoicing, collections, and revenue recognition.
This role is based in Toronto, and we are operating in a hybrid environment, where we are in-office 4 days/week.
Responsibilities:
- Collaborate with Business Development and the India Financial Services teams to ensure timely and accurate entry of contract details into Salesforce and Oracle.
- Review and analyze contracts to determine appropriate fees and revenue schedules.
- Confirm all required documentation is complete for contract submission.
- Verify the accuracy of customer billing information within master data records.
- Support the invoicing process and assist with client billing and collection inquiries.
- Research and resolve customer billing questions and disputes.
- Perform reconciliations to ensure billing accuracy and completeness each period.
- Prepare reports for internal management and regulatory reporting purposes.
- Contribute to monthly close processes, including journal entries and accrual preparation.
- Assist with quarterly and year-end audits by preparing audit and tax documentation.
- Serve as a backup to the Local Finance team and Finance Analysts on Credit Ratings related items, as needed.
- Perform additional duties as assigned, including supporting ongoing projects and budget/forecast initiatives.
Requirements:
- Minimum 3 years of billing and accounting experience, ideally in a large, global organization.
- Advanced proficiency in Microsoft Excel with the ability to work with large datasets.
- Strong interpersonal skills with the ability to build effective working relationships.
- Excellent communication skills with the capability to work both independently and collaboratively.
- Ability to manage multiple priorities and meet deadlines, with strong attention to detail.
- Comfortable working under pressure, navigating ambiguity, and resolving issues independently.
- Experience with Salesforce, Blackline, Tableau, and Oracle AR, Contracts, and Cash Management modules is highly preferred
About Us
Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world.
Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service.
Morningstar DBRS is the next generation of credit ratings.
If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
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.
100_MstarResCanad Morningstar Research, Inc. (Canada) Legal Entity
Top Skills
Blackline
Excel
Oracle
Salesforce
Tableau
Morningstar Toronto, Ontario, CAN Office
181 University Avenue, Toronto, ON, Canada, M5H 3M7
Morningstar Toronto, Ontario, CAN Office
1 Toronto Street, Toronto, Ontario, Canada, M5C 2W4
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