Senior EPM Solutions Analyst

Posted Yesterday
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Chicago, IL, USA
Hybrid
114K-167K Annually
Senior level
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Empowering Investor Success
The Role
Serve as a technical and functional expert for Oracle EPM Cloud, partnering with Finance and Technology to administer, enhance, and support EPM applications. Develop Groovy rules, Essbase scripts, data integrations, reports, and cube designs; troubleshoot production issues; support month-end/forecasting cycles, testing, upgrades, and documentation.
Summary Generated by Built In

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

$114,100.00-167,350.00

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.

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Skills 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

Anna
Upasna
Saurabh
Wendell
Raaghavendar
Jeff
Brandon
Kunal Kapoor
Elizabeth Collins
Marie Trzupek Lynch
Rod Diefendorf
Christine

Morningstar Compensation & Benefits Highlights

  • Leave & Time Off Breadth A recurring paid sabbatical every four years and flexible time off in North America provide substantial time away from work. A global minimum of six weeks’ paid caregiving leave further extends coverage for personal and family needs.
  • Parental & Family Support Paid parental leave sets a stated global minimum of 16 weeks for primary caregivers and up to eight weeks for secondary caregivers, with adoption assistance reimbursing eligible expenses. These policies are positioned as global standards that complement broader leave programs.
  • Equity Value & Accessibility Employees can convert a portion of bonuses or commissions into RSUs with an additional company match on the converted amount. Impact RSU awards in some cases add further upside tied to strong performance.

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The Company
HQ: Chicago, IL
11,500 Employees
Year Founded: 1984

What We Do

At Morningstar, we believe in building great products in-house in a highly collaborative, agile environment where we focus on technical excellence, the user experience, and continuous improvement. Our technologists represent a range of skills and experience levels, but they all view their work as a craft and push technology’s boundaries.

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 Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: 3 days a week
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HQGlobal Headquarters
Ambler, Pennsylvania
Amsterdam - De Oliphant
Bucuresti, Bucuresti
Cape Town, Western Cape
Dubai
Edinburgh, Scotland
Frankfurt - Junghofstraße
Frankfurt - Neue Mainzer Straße
New Delhi
Hong Kong
London - Oliver's Yard
London - Saffron House
Madrid, Comunidad de Madrid
Milano, Lombardia
Mumbai - Platinum Park
Mumbai - Vishwaroop
New York - Broadway
New York - Park Ave
Paris, Ile-de-France
San Francisco, California
PitchBook US Headquarters
Sham Chun Hu, Guangdong
Singapore, Singapore
Stockholm - Birger Jarlsgatan
Sydney - International Tower
Timisoara, Timis
Tokyo - Minato-ku
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Toronto, ON
Zürich, Zurich
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