Morningstar · 1 hour ago
Director, Revenue & Receivables - Americas
Chicago, IL
Full-time
Hybrid
Senior Level, Lead/Staff
$161K/yr - $290K/yr
10+ years expMorningstar is seeking a Director, Revenue & Receivables for the Americas region to provide strategic leadership in revenue and receivables accounting. This role involves overseeing teams across the U.S. and Canada, ensuring compliance with U.S. GAAP, and driving improvements in the Quote-to-Cash process.
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Responsibilities
Lead and develop a high-performing, geographically dispersed team across the U.S. and Canada, including both direct and indirect reports
Partner with the Shared Services team in India to ensure effective billing, cash application, and other order-to-cash processes
Drive strategic initiatives to optimize the revenue cycle, strengthen controls, and improve operational efficiency
Serve as a trusted advisor to the Americas Controller and senior leadership on revenue, receivables, and process improvement initiatives
Act as the primary representative and lead for the Revenue and Receivables team on major strategic initiatives. This includes both complex projects originating within the broader Global Revenue team and high-priority, cross-functional initiatives
Oversee the monthly, quarterly, and annual close for revenue and receivables across the Americas region
Ensure accurate revenue recognition under U.S. GAAP (ASC 606) and compliance with SEC reporting requirements
Perform variance analyses and reviews to ensure the completeness and accuracy of recorded revenue and related accounts
Research U.S. GAAP requirements and provide technical accounting guidance for non-routine or complex revenue transactions
Provide accounting leadership and technical guidance for M&A transactions, divestitures, and other strategic business initiatives, ensuring accurate revenue recognition and alignment with corporate objectives and policies
Prepare accounting memos for revenue adjustments, ensuring documentation supports compliance with ASC 606 and internal policies, and facilitates audit review and remediation activities
Assist in the preparation and review of revenue-related disclosures for external reporting, ensuring alignment with SEC and public company requirements
Partner with Internal Audit, external auditors, and FP&A to provide transparency into revenue and receivables processes
Drive process improvement, automation, and system enhancement initiatives across the Quote-to-Cash cycle
Establish and monitor KPIs and performance metrics, including billing timeliness, unapplied cash, and revenue accuracy
Collaborate with the collections team to support cash collection initiatives, even though they do not report directly to this role
Ensure robust internal controls, compliance with SOX, and adherence to corporate policies
Establish, monitor, and continuously enhance internal controls for revenue and receivables processes to ensure compliance, accuracy, and risk mitigation
Ensure global revenue and receivables policies remain relevant through regular review and feedback, and drive team understanding and adherence
Build and maintain strong relationships with business partners, including FP&A, Sales, Shared Services, Legal, Internal Audit, Global Sales Operations and the Global Revenue Team
Provide senior leadership with actionable insights into revenue trends, risks, and opportunities
Advise on deal structures, contract modifications, and other commercial arrangements with significant revenue implications
Qualification
Required
CPA required
Bachelor's degree in Accounting, Finance, or related field; MBA or advanced degree preferred
10+ years of progressive accounting experience, including 5+ years in a management or leadership role in a public company environment
Deep technical knowledge of U.S. GAAP, particularly ASC 606 (Revenue Recognition) and accounts receivable accounting
Experience with SEC reporting, SOX/ICFR compliance, and supporting external audits
Proven ability to provide technical accounting research and guidance for complex or non-routine revenue transactions
Strong leadership and team development skills, with experience managing cross-functional and global teams
Demonstrated success driving process improvements, system implementations, and operational efficiencies
Advanced ERP and revenue system experience (SAP, Oracle, NetSuite, Zuora) and strong Excel/analytics skills
Excellent stakeholder management and communication skills; able to influence at the executive level
Preferred
MBA or advanced degree preferred
Benefits
75% 401k match up to 7%
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
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
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
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Company
Morningstar
Morningstar provides independent investment research to investors worldwide.
10001+ employees
H1B Sponsorship
Morningstar has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (26)
2024 (50)
2023 (68)
2022 (51)
2021 (57)
2020 (56)
Funding
Current Stage
Public CompanyTotal Funding
$91M2005-05-03IPO
1999-07-09Private Equity· $91M
Leadership Team
Kunal Kapoor
Chief Executive Officer
Lawrence Johnson
SVP & Head of Fintech Engagement
Recent News
2025-12-24
2025-12-19
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