Monika Baker

Experience

• 

  University of Illinois at Urbana-Champaign

  Aug 2010 - May 2015

  Received a dual degree in Accountancy and Finance

  • Graduate Teaching Assistant

    Aug 2014 - May 2015

  • Student

    Aug 2010 - May 2015
• 

  Walmart

  Jun 2013 - Aug 2013

  Intern, Global Shared Services SOX Compliance

  - Designed and developed a process for collecting and communicating new ideas- Researched new ideas and interviewed associates to ensure viability of potential new projects- Collaborated with 7 members of the SOX team on various projects throughout the summer- Improved internal control efficiency by testing, evaluating, and reviewing controls

• 

  Grant Thornton LLP

  Jun 2014 - Aug 2014

  Tax Intern
• 

  Grant Thornton LLP

  Aug 2015 - Apr 2017

  Tax Associate

  - Prepared tax returns for multi-state tax filers while working with the SALT group- Researched legislation on various tax issues and drafted memoranda summarizing research findings - Assisted on various consulting projects including VDAs and exposure analyses- Communicated with clients regarding any outstanding issues or questions they had

• 

  Morningstar

  May 2017 - now

  Supporting the Index business and Facilities/Real Estate Worked on the FP&A team. Supported corporate functions including Facilities and Real Estate, Marketing, Human Resources, Finance, Legal & Compliance, and Design. Supported the Indexes business. Worked on the FP&A team. Supported corporate functions including Facilities and Real Estate, Marketing, Human Resources, Finance, Legal & Compliance, and Design.

  • Senior Manager of FP&A

    Jul 2024 - now

  • FP&A Manager

    Nov 2021 - Jun 2024

  • Senior Financial Analyst

    Sept 2018 - Oct 2021

  • Financial Analyst

    May 2017 - Aug 2018