The Role:
The Senior EPM Solutions Analyst serves as a technical and functional expert supporting Morningstar's Oracle Enterprise Performance Management (EPM) ecosystem. This role partners closely with Finance, FP&A, Controllership, and Technology teams to analyze business requirements, implement application enhancements, develop technical solutions, and provide ongoing support for Oracle EPM applications.
Responsibilities:
Oracle EPM Administration & Support
- Administer, maintain, and support Oracle EPM Cloud applications, including: EPBCS / Planning Free Form Planning FCCS ARCS PCMCS Narrative Reporting
- Monitor application performance and proactively identify improvement opportunities.
- Troubleshoot and resolve production issues, user-reported defects, and data integrity concerns.
- Support month-end, forecast, budget, reconciliation, and reporting cycles.
- Assist with application upgrades, testing, and release management activities.
Solution Development & Configuration
- Translate approved business requirements and solution designs into technical solutions.
- Develop and maintain: Groovy business rules Essbase calculation scripts Data Integration / Data Exchange processes EPM Automate solutions Metadata management processes Data load and validation routines
- Design and support BSO and ASO cube structures.
- Perform system testing, validation, and deployment activities.
- Identify opportunities for automation and operational efficiency improvements.
Business Analysis & Partnership
- Collaborate with Finance, FP&A, and Controllership teams to understand business processes and requirements.
- Participate in requirements gathering, solution reviews, and enhancement discussions.
- Analyze existing processes and recommend improvements.
- Document business requirements, technical solutions, testing results, and support procedures.
- Serve as a trusted partner to business users by providing functional and technical guidance.
Finance Process Support
Support finance processes including:
- Budgeting and forecasting
- Workforce planning
- Capital planning
- Management reporting
- Consolidations
- Allocations
- Account reconciliations
- Financial close activities
Reporting & Analytics
- Develop and support financial reports, dashboards, and management reporting solutions.
- Maintain reporting hierarchies and financial data structures.
- Support enhancements to reporting processes and analytics capabilities.
- Assist users in leveraging data to make informed business decisions.
Documentation & Knowledge Sharing
- Create and maintain technical documentation, support procedures, and training materials.
- Document system configurations, calculations, integrations, and business processes.
- Support knowledge transfer activities and help improve team resiliency through documentation and cross-training.
Qualifications
Education
- Bachelor's degree in finance, Accounting, Computer Science, Information Systems or related field.
Experience
- 5+ years of experience supporting Oracle EPM applications.
- Experience working with FP&A, Finance, Accounting, or Controllership organizations.
- Experience supporting enterprise financial planning and reporting systems.
Oracle EPM Expertise:
Deep hands-on experience with:
- EPBCS / Planning
- Free Form Planning
- FCCS
- ARCS
- PCMCS
- Narrative Reporting
Strong understanding of:
- Oracle EPM architecture
- Application lifecycle management
- Security concepts
- Metadata structures
- Data integrations
- BSO/ASO Configurations
Technical Skills:
Advanced knowledge of:
- Essbase BSO design and calculations
- Essbase ASO reporting structures
- Groovy business rules
- Essbase calculation scripts
- Data Integration / Data Exchange
- EPM Automate
- Oracle EBS and Snowflake/SQL Server is a plus
Functional Skills:
Working knowledge of:
- Budgeting and forecasting
- Workforce planning
- Capital planning
- Financial reporting
- Consolidations
- Allocations
- Reconciliations
- Financial close processes
Communication Skills:
- Strong verbal and written communication skills.
- Ability to communicate effectively with both technical and non-technical audiences.
- Experience facilitating requirements gathering, testing, and user support activities.
- Strong organizational and problem-solving skills.
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-$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
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
$114,100.00-167,350.00Inclusive 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 EntityMorningstar Chicago, Illinois, USA Office
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Morningstar’s Chicago office is the company’s headquarters, bringing together teams across research, technology, product, sales, corporate functions, and more. Employees work in a mission-driven culture shaped by independent thinking, openness, and fact-based decision-making, with the energy of a downtown location and opportunities to connect across teams.
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Software engineers at Morningstar build and maintain the applications that power the firm's work, and they do it in a culture built on independent thinking, evidence-based decisions, and continuous learning. Engineers are trusted to bring their own perspective and judgment to how the work gets done. That's not incidental to the culture here; it's central to it.
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Product managers at Morningstar sit at the center of decisions that shape what gets built, and how it works. In Chicago, product managers work across areas including Credit Ratings; Data, Analytics & Research; Indexes; Investment Management & Services; and Corporate. Product managers are trusted to define what problems are worth solving and bring their own judgement to every stage of the process.
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Research at Morningstar spans markets, asset classes, and disciplines, all connected by the same purpose: give investors what they need to make confident decisions. Our independent research covers equities, managed investments, fixed income, alternatives, private markets, ESG and climate, and credit ratings. Analysts bring their own judgment to complex questions, and that independence is central to how the work gets done.
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