Finance Technology Product Owner

Finance Technology Product Owner

About Morningstar

Morningstar brings inspired problem solvers together with one goal in mind—to help investors reach their financial goals. At our core, we’re one of the world’s top investment research and data companies. But where we set ourselves apart is how we use that data and research to serve a diverse range of users. Our investment data and research enable us to deliver analytics and insights with a purely independent view, and then we leverage the latest in technology and design to deliver an array of solutions that best meet our users’ needs. This foundation of research, data, technology, and design uniquely positions us to provide a more complete set of services to investors all around the world, ultimately helping people make better decisions about their money, or the money they manage for millions of people all over the world.

The Role

We are looking for a Product Owner to join the Central Technology team in support of Morningstar’s Finance organization. This position is based out of our Chicago office. The Product Owner is expected to play a pivotal role in executing the Finance Technology roadmap across our core enterprise platforms—Oracle E-Business Suite (EBS), Coupa, and Concur—coordinating with Finance business stakeholders, technology development leaders, engineers, QA, and other roles. This role requires a blend of project management expertise, along with finance process and enterprise application experience, to ensure successful delivery of high-quality, scalable solutions that support procurement, expense management, and core financial operations.

Job Responsibilities

• Collaborate with the development team and business stakeholders to help set short-term, medium-term & strategic priorities for Morningstar’s Finance Technology platforms, including Oracle EBS, Coupa, and Concur.
• Work with key stakeholders across Finance, Procurement, Accounts Payable, and Travel & Expense to help define and write requirements and user stories for new product features and enhancements.
• Own and execute the product roadmap for Oracle EBS (General Ledger, Accounts Payable, Accounts Receivable, and related modules), Coupa (procure-to-pay), and Concur (travel and expense), applying Agile principles to manage the backlog and plan iterations.
• Partner with stakeholders to support quote-to-cash, procure-to-pay, and record-to-report processes, ensuring system capabilities align with finance operations and controls.
• Lead scrum meetings and ceremonies, ensuring clear communication and efficient workflow across business and technical teams.
• Define a clear product vision and identify opportunities to streamline, automate, and improve financial systems and processes.
• Coordinate platform upgrades, patches, integrations, and data flows between Oracle EBS, Coupa, Concur, and other enterprise systems.
• Support compliance, audit, and internal controls requirements (e.g., SOX) by ensuring proper documentation, approvals, and traceability within financial systems.
• Manage program documentation repository and assist with presentations on program updates.
• Track and report key performance metrics.
• Leverage AI across all aspects of central technology to support automation and drive insights.
• Partner with vendors and assist with regular vendor communications, including Oracle, Coupa, and SAP Concur.

Requirements

• Bachelor’s degree and 4-5 years of product management or business systems analyst experience.
• Hands-on experience with one or more enterprise finance platforms—Oracle E-Business Suite (EBS), Coupa, or Concur.
• Working knowledge of core finance and accounting processes such as procure-to-pay, accounts payable, expense management, and the general ledger.
• Strong problem-solving, analytical, and planning skills.
• Ability to excel in a fast-paced global environment while delivering high-quality work.
• Ability to translate complex technical decisions into simple and understandable business outcomes.
• Has an extremely high-quality bar on documentation, especially when it comes to defining Problem Statements, writing Product specifications and acceptance criteria.
• Having a go-getter attitude, being self-directed, detail-oriented & possessing good interpersonal skills.
• Excellent time management and organizational skills with the ability to create structure from ambiguous situations.
• Working Agile experience – Scrum methodology, JIRA or equivalent story writing tool. Product backlog, sprint backlog, story estimation and prioritization, creation of user stories, acceptance criteria.
• Strong people skills to support collaboration across functions and organizations.
• Experience with Oracle ERP implementations, configurations, migrations, data conversions, customizations, and integrations with internal and external systems, including banks, payment processors, and enterprise reporting platforms
• Familiarity with key Oracle ERP data models, including TCA, Accounts Receivable, Accounts Payable, and Service Contracts, is a plus.
• Strong knowledge of software development and coding principles and methodologies. Experience of software development and coding
• Experience with Oracle EPM solutions (PBCS, FCCS, ARCS, and Narrative Reporting) is a plus.
• Experience with system integrations, financial data flows, or reporting is a plus.
• Experience supporting compliance and internal controls (e.g., SOX) within financial systems is a plus.
• Experience in financial services is a plus.

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

Inclusive 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.