Job Description
Chicago IL USA
Hybrid
100K-500K Annually
Junior
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Empowering Investor Success
The Role
This role manages accounts receivable processes communicates with clients for collections maintains records supports month-end closing and aids process improvements.
Summary Generated by Built In
The Collections Analyst is responsible for managing and improving the company's accounts receivable process through proactive communication with clients effective collection of outstanding balances and maintenance of accurate financial records. This role plays a key part in supporting the company's cash flow and ensuring a positive customer experience.
Customer Communication & Collections• Contact clients regarding past-due invoices and follow up to ensure timely payments.• Respond promptly and professionally to customer inquiries related to payments and outstanding balances.• Submit invoices through client AP portals and verify receipt when necessary.• Communicate remittance details to the cash application or accounting team.• Maintain positive customer relationships while effectively managing collection efforts.
Data Management & Reporting• Maintain accurate and up-to-date records of collection activity and customer communications.• Prepare documentation for third-party collection submissions when required.• Support the month-end close process by providing AR status reports and reconciliations.• Collaborate with finance and corporate teams to ensure customer master data integrity.
Process Improvement & Team Support• Identify and escalate potential collection issues or risks.• Recommend process improvements to enhance collection efficiency.• Partner with internal departments (e.g. Sales Customer Success Accounting) to resolve payment-related issues.
Required:
Preferred:
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:
Total Cash Compensation Range
$74325.00 - 126350.00 USD Annual
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
Customer Communication & Collections• Contact clients regarding past-due invoices and follow up to ensure timely payments.• Respond promptly and professionally to customer inquiries related to payments and outstanding balances.• Submit invoices through client AP portals and verify receipt when necessary.• Communicate remittance details to the cash application or accounting team.• Maintain positive customer relationships while effectively managing collection efforts.
Data Management & Reporting• Maintain accurate and up-to-date records of collection activity and customer communications.• Prepare documentation for third-party collection submissions when required.• Support the month-end close process by providing AR status reports and reconciliations.• Collaborate with finance and corporate teams to ensure customer master data integrity.
Process Improvement & Team Support• Identify and escalate potential collection issues or risks.• Recommend process improvements to enhance collection efficiency.• Partner with internal departments (e.g. Sales Customer Success Accounting) to resolve payment-related issues.
Required:
- 2+ years of experience in Accounts Receivable Collections or a related finance role.
- Strong attention to detail organization and follow-through.
- Excellent written and verbal communication skills.
- Ability to work independently manage priorities and meet deadlines.
- Proficiency with Microsoft Office (especially Excel and Outlook); ability to learn new systems quickly.
Preferred:
- Associate's or Bachelor's degree in Accounting Finance or Business.
- Experience using ERP and CRM systems such as Oracle and/or Salesforce.
- Familiarity with basic accounting and AR reconciliation principles.
- Demonstrated problem-solving skills and a proactive team-oriented attitude.
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-$2000 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
$74325.00 - 126350.00 USD Annual
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
Top Skills
Crm Systems
Erp Systems
Excel
MS Office
Oracle
Outlook
Salesforce
What the Team is Saying
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The Company
HQ: Chicago IL
11500 Employees
Year Founded: 1984
What We Do
At Morningstar we believe in building great products in-house in a highly collaborative agile environment where we focus on technical excellence the user experience and continuous improvement. Our technologists represent a range of skills and experience levels but they all view their work as a craft and push technology’s boundaries.
Why Work With Us
Imagining big things is in our blood -- it's transformed us from a company with just a few employees in 1984 to a leading independent investment research company with a worldwide presence today. As of April 2020 we acquired Sustainalytics to drive long-term meaningful outcomes for investors in the ESG space. Join us on this exciting journey!
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Employees engage in a combination of remote and on-site work.
Typical time on-site: 3 days a week
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Date Posted
04/07/2026
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