Accounts Payable Accounting Associate

Morningstar•Chicago, IL

46d•Hybrid

About The Position

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.

Requirements

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.

Nice To Haves

Experience with SOX compliance and audit support.
Knowledge of U.S. Unclaimed Property laws and 1099 reporting.

Responsibilities

Expedite sensitive or urgent invoices and payments in coordination with internal teams.
Assist with resolving payment rejections and related inquiries.
Perform supplier maintenance activities including onboarding and updates.
Review and validate W-8 and W-9 tax forms for 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.
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.
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.
Collaborate with cross-functional teams to support continuous improvement initiatives.
Perform ad hoc accounting and reporting tasks as needed.

Benefits

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