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.
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal EntitySkills Required
- Bachelor's degree in Finance, Accounting, Computer Science, Information Systems, or related field.
- 5+ years of experience supporting Oracle EPM applications.
- Experience working with FP&A, Finance, Accounting, or Controllership organizations.
- Deep hands-on experience with EPBCS / Planning, Free Form Planning, FCCS, ARCS, PCMCS, and Narrative Reporting.
- Advanced knowledge of Essbase BSO design and calculations.
- Advanced knowledge of Essbase ASO reporting structures and BSO/ASO configurations.
- Proficiency developing Groovy business rules and Essbase calculation scripts.
- Experience building and maintaining Data Integration / Data Exchange processes and EPM Automate solutions.
- Strong understanding of Oracle EPM architecture, application lifecycle management, security concepts, and metadata structures.
- Experience developing financial reports, dashboards, and maintaining reporting hierarchies.
- Strong verbal and written communication skills; ability to work with technical and non-technical stakeholders and facilitate requirements/testing.
- Experience with Oracle EBS, Snowflake, or SQL Server.
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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