The Team: Morningstars Global Finance Transformation Program (GFTP) is looking for a Project Manager, Finance M&A Integrations. The GFTP team was created to establish a formal project management framework and governance structure to ensure coordination between the significant and complex projects of the Finance organization, including teams aligned with Accounting, Financial Reporting, Financial Planning and Analysis, Procurement, Tax, and Internal Audit functions. We assist with project management activities, facilitate project prioritization, coordinate project resources and communicate project status to senior management. Morningstars Finance organization is a leadership function focused on value creation for our internal and external stakeholders. We accomplish this through our focus on core stewardship activities; building business partnerships; and developing great people in our team.
The Job: The Project Manager, Finance M&A Integrations will coordinate project tasks with subject matter experts and other stakeholders through all stages of the acquisition life cycle/deal phase. In this role, you will work closely with the Finance team stakeholders to understand the transactions requirements, define a project plan, and monitor progress against milestones across multiple workstreams. You will also help coordinate cross-functional activities and decisions with other Morningstar teams participating on the M&A project. While these M&A project tasks will include items related to pre-deal assessment and financial due diligence, we would expect a greater share of the time will be dedicated to post close tasks around process and financial system integrations.
This position reports to the Global Finance Transformation Program Director and is located in our Chicago office. Some travel may be required. You will have global exposure to M&A activity in other regions to help drive standardization of these processes within the Finance organization. You will gain exposure to various processes within the Finance department as well as other functions within Morningstar such as Strategy, Product, Sales, Corporate Systems, and Legal.
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