Morningstar, Inc. logo

Associate Project Manager

Morningstar, Inc.
NewPosted today

LOCATION

Mumbai · Onsite

EXPERIENCE

6 - 8 Years

TYPE

FullTime

SKILLS REQUIRED

Project ManagementStakeholder ManagementRisk ManagementProcess ImprovementFinancial Reporting

Job description

Overview

Lead and coordinate Finance projects, process transitions and transformation initiatives across global Finance operations (Procure-to-Pay, Quote-to-Cash and Record-to-Report), reporting to the Director – FSS.

What you'll do

  • Lead and coordinate Finance projects and transformation initiatives across Finance teams.
  • Define project scope, objectives, deliverables, milestones, dependencies, and success measures in partnership with key stakeholders.
  • Develop and maintain comprehensive project plans and ensure delivery on time, within scope, and against agreed business outcomes.
  • Establish appropriate project governance, including status reporting, steering updates, logs, decision tracking, and escalation mechanisms.
  • Monitor project performance using appropriate tools, metrics, and reporting mechanisms.
  • Proactively identify and manage risks, issues, dependencies, and project roadblocks.
  • Support or lead the transition of Finance processes from business/local teams to Finance Shared Services.
  • Develop transition plans, knowledge-transfer approaches, readiness assessments, stabilization/hypercare plans, and handover criteria.
  • Assess resource and capacity requirements and coordinate resource allocation across projects.
  • Ensure effective handover from project teams to operations, including documentation, controls, KPIs, training, and operational readiness.
  • Support change management and stakeholder communication throughout the project lifecycle.
  • Partner with process owners and operational teams to identify opportunities for standardization, simplification, automation, and no-touch processing.
  • Work with Technology, Business Process and Application Development teams to translate Finance requirements into scalable solutions.
  • Support Finance automation and digital initiatives, including opportunities involving workflow, analytics, AI and intelligent automation.
  • Apply structured problem-solving and root-cause-analysis techniques to address project and operational issues.
  • Ensure improvement initiatives have clearly defined baselines, targets, benefits, and measurable outcomes.
  • Build strong relationships with Finance Shared Services, regional Finance teams, Technology, and other business stakeholders.
  • Facilitate project meetings, workshops, governance reviews, and senior-management updates.
  • Communicate progress, risks, decisions, and required actions clearly and proactively.
  • Manage stakeholder expectations and ensure continued alignment on project objectives and priorities.

What you'll need

  • Bachelor's degree in finance, Accounting, Business, Commerce, or a related discipline.
  • Approximately 6–8 years of relevant experience.
  • 3–5 years of project, transition, transformation, or process-improvement experience.
  • Minimum two years of experience within Finance & Accounting operations, preferably in a global operating environment.
  • Knowledge of one or more Finance processes such as P2P, QTC/Order-to-Cash, or RTR.
  • Strong project management, planning, governance, and organizational skills.
  • Strong analytical, structured problem-solving, and root-cause-analysis capabilities.
  • Ability to translate business requirements into actionable project plans and measurable outcomes.
  • Strong stakeholder-management skills with the ability to work across functions, geographies, and organizational levels.
  • Excellent written and verbal communication skills, including preparation of executive-level presentations and project updates.
  • Strong proficiency in Excel and PowerPoint.
  • Experience with project/collaboration tools such as Jira, SharePoint, Visio, Teams, or similar platforms.
  • Ability to work independently, manage multiple priorities, and operate effectively in a changing environment.
  • Demonstrated focus on teamwork, collaboration, accountability, and continuous improvement.

Nice to have

  • PMP, PRINCE2, Agile, Lean Six Sigma or equivalent project/process certification.
  • Familiarity with process mapping, automation, analytics, and emerging AI capabilities within Finance.

Details

  • Employment type: Permanent.
  • Location: Mumbai.
  • Reporting to the Director – FSS.
  • Hybrid work model: four days in-office each week in most locations.

Read the full description and apply on the company’s own careers page.

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Associate Project Manager