About Morningstar
Morningstar is a leading provider of independent investment research, ratings, and data. Our mission is to empower investor success—and that starts with strong, modern, and well‑run internal Finance operations. We’re strengthening how Finance delivers large‑scale initiatives across systems, processes, and analytics.
The Group:
The Finance Systems & Business Intelligence (FSBI) team partners with Finance, Accounting, and the broader business to deliver the systems, data, and processes that power financial planning, reporting, and decision-making across Morningstar.
The team is responsible for the strategy, governance, and continuous improvement of the Finance technology ecosystem, including enterprise planning applications, financial reporting platforms, analytics, and data solutions. By combining deep finance expertise with technology and process excellence, FSBI helps drive operational efficiency, improve data quality, and support Morningstar's broader finance transformation efforts.
The Opportunity:
Morningstar is seeking a Finance Planning Platforms Lead to serve as the operational owner of our enterprise planning ecosystem, including Oracle PBCS, PCMCS, Narrative Reporting, and Adaptive Planning.
This role partners across Finance, People & Culture, and Technology to drive platform governance, process improvements, and enhancements that support planning, forecasting, workforce planning, and reporting. The ideal candidate combines deep FP&A process knowledge with strong systems and stakeholder management experience, helping translate strategic priorities into effective business solutions.
This position reports to the Director of Finance Business Intelligence and is based in our Chicago office.
Responsibilities:
Own operations for planning system core tasks supporting budgeting, forecasting, workforce planning, compensation planning, allocations, and management reporting processes.
Drive platform formalized governance, release management, testing coordination, deployment readiness, change management, and user adoption activities across the planning technology ecosystem.
Lead discovery, requirements gathering, solution design, and delivery efforts for planning system enhancements, integrations, automation opportunities, and process improvements.
Partner with technical teams and third-party vendors to ensure business requirements are translated into scalable, maintainable, and supportable system solutions.
Oversee production support processes, incident management, root-cause analysis, and service improvement initiatives related to planning platforms.
Establish and maintain system governance standards, operational procedures, knowledge management assets, security models, controls, and supporting documentation.
Coordinate annual planning system readiness activities supporting budgeting, forecasting, workforce planning, compensation planning, and organizational change processes.
Develop training, enablement, and self-service capabilities that improve user adoption and effective utilization of planning technologies.
Partner with Finance, People & Culture, Corporate Systems, and other stakeholders to help shape, prioritize, and execute the planning systems roadmap, ensuring investments align with business objectives, operational needs, governance requirements, and platform capabilities.
Qualifications
Required
Bachelor's degree in Finance, Accounting, Information Systems, Business, or related field.
8+ years of experience supporting Finance systems, Enterprise Performance Management (EPM) platforms, FP&A processes, or related business applications.
Experience supporting Oracle EPM solutions, including Planning, Allocations & Reporting.
Strong understanding of budgeting, forecasting, workforce planning, financial reporting, and management reporting processes.
Experience leading cross-functional projects involving Finance and Technology stakeholders.
Strong analytical, problem-solving, communication, and stakeholder management skills.
Experience supporting workforce planning, compensation planning, or organizational planning processes.
Ability to translate business requirements into scalable system solutions.
Experience with governance frameworks, SDLC, Agile processes, change management, and Finance transformation initiatives.
Preferred
Experience with Workday Adaptive Planning.
Experience working with managed service providers, offshore teams, or external application support partners.
Experience with Workday, Snowflake, Tableau, or enterprise data platforms.
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
$121,400.00-186,150.00Inclusive 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 EntitySkills Required
- Bachelor's degree in Finance, Accounting, Information Systems, Business, or related field.
- 8+ years supporting Finance systems, Enterprise Performance Management (EPM) platforms, FP&A processes, or related business applications.
- Experience supporting Oracle EPM solutions, including Planning, Allocations & Reporting.
- Strong understanding of budgeting, forecasting, workforce planning, financial reporting, and management reporting processes.
- Experience leading cross-functional projects involving Finance and Technology stakeholders.
- Strong analytical, problem-solving, communication, and stakeholder management skills.
- Experience supporting workforce planning, compensation planning, or organizational planning processes.
- Ability to translate business requirements into scalable system solutions.
- Experience with governance frameworks, SDLC, Agile processes, change management, and Finance transformation initiatives.
- Experience with Workday Adaptive Planning.
- Experience working with managed service providers, offshore teams, or external application support partners.
- Experience with Workday, Snowflake, Tableau, or enterprise data platforms.
What the Team is Saying
Morningstar Compensation & Benefits Highlights
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Leave & Time Off Breadth — Policies include a paid sabbatical every four years and flexible PTO covering vacation, sick, and personal days, alongside paid volunteer time. Feedback suggests these features create meaningful flexibility and rest opportunities beyond standard leave plans.
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Parental & Family Support — A global minimum of 16 weeks paid parental leave for primary caregivers (up to 8 weeks for secondary) and at least six weeks of paid caregiving leave are publicly stated, with adoption assistance also available. These provisions indicate robust support for families during key life events.
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Retirement Support — U.S. materials document a 401(k) match of $0.75 per $1 up to 7% of pay and no‑cost access to Morningstar retirement tools. This combination strengthens long‑term savings and planning for employees.
Morningstar Insights
What We Do
We are a global investment research and financial data company with 40-plus offices across North America, Europe, Australia, and Asia. Our products and services are used daily by individual investors, financial advisors, asset managers, retirement plan providers, and institutional investors. We provide data, research, and analysis across managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. The financial system can have real barriers—hidden information, friction that can slow decisions, and forces that can limit transparency and access. We work to remove them, bringing independent research, connected data, and investor-first tools to a system that needs more clarity. The people doing this work span research, technology, design, product, sales, and functional areas. We build many of our products in-house, so the work can connect directly to the tools investors use to make real financial decisions.
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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Morningstar Teams
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
