Jacob Guise
Finance Business Intelligence Manager · Chicago, IL
Profile
Finance BI leader with 10+ years at Morningstar, building global reporting infrastructure across 30+ countries and managing a high-performing team spanning the Americas and India. Equally fluent in SQL, Tableau, and the Anthropic API — bridging traditional finance intelligence with modern AI-native tooling to automate, accelerate, and reimagine how financial data gets used.
Experience
Morningstar, Inc. · Chicago, IL
- Lead a global team of analysts across the US and India, owning key database and financial reporting tasks and deadlines across 30+ international entities.
- Scoped, developed, and launched a live revenue data source during the accounting close period, eliminating manual analysis and enabling real-time insights for finance leaders — reducing close-period inquiry volume by an estimated 50%.
- Architected automated expense tracking and forecasting for all 30+ international entities, replacing manual spreadsheets and saving hundreds of analyst hours annually.
- Built automated revenue analysis dashboards for the Director of Strategy, surfacing key business group performance drivers and enabling faster, data-driven go-to-market decisions.
- Partnered with IT and FP&A leadership to align Snowflake-based data pipeline automation with enterprise forecasting and budgeting priorities, accelerating budget upload cycle times.
- Optimized enterprise dashboard load times through query restructuring, increasing analyst productivity and adoption across global finance teams.
Morningstar, Inc. · Chicago, IL
- Built expense database with IT, enabling granular dashboards and automated variance analysis for 15+ global Financial Analysts, drastically reducing monthly time to review and report expenses against budget and forecast.
- Created automated dataset to report AUM and AUA for investment management divisions, decreasing time and effort required for quarterly asset reporting.
- Developed standardized dataset to report contract workers and provided communication to Executive Leadership on cost-cutting measures related to professional fees.
Morningstar, Inc. · Chicago, IL
- Worked with the Director of Strategy to develop a new financial modeling database for the Index business, cultivating go-to-market strategies for new index launches.
- Owned and proposed full-year budget for the Retirement Management business, inclusive of key strategic initiatives and new headcount requests.
- Partnered with the CFO, Director of HR, and Director of Legal to develop and own proposed budgets for all corporate groups, modeling strategic initiatives, new headcount, and compensation targets.
- Developed a sustainable monthly update process for the Revenue database, resulting in faster turnaround time and accuracy for the full-company forecasting cycle.
Morningstar, Inc. · Chicago, IL
- Built 30+ cross-functional Tableau dashboards increasing data quality for financial metrics used in external reporting, reducing errors in revenue recognition, budgeting, and forecasting.
- Performed monthly reconciliation of a Revenue Database alongside 20+ enhancements to the Executive Financial Dashboard, increasing reliability, speed, and detail of information.
- Implemented a standardized circulation process auto-reconciling 15+ AR accounts prior to monthly close, saving an estimated 40+ hours per month.
- Collaborated with stakeholders in 20+ countries to implement a standardized forecasting process using automated dashboards and embedded database calculations.
Morningstar, Inc. · Chicago, IL
- Prepared and reviewed journal entries, account reconciliations, financial statement schedules, and other month-end close necessities; assisted with internal and external audit schedules.
- Tested and implemented a new revenue recognition and tie-out process; identified and corrected revenue entries for external auditors.
- Developed a new cash application process within the billing system, improving payment accuracy and application rates; provided analysis to upper management.
Independent Work
Guise Consulting, LLC · Chicago, IL
- Freelance BI and FP&A consulting — helping finance teams modernize reporting, automate workflows, and adopt AI-native tools.
- Built jacobguise.com as a showcase platform, including AI agent integrations, interactive tools, and a Marathon AI Tracker with Leaflet.js mapping.
- Developing AI-powered artifacts and Cloudflare Worker–backed tools as embeddable widgets for professional clients.