Finance Planning Platforms Manager

Morningstar•Chicago, IL

12d•$121,400 - $186,150•Hybrid

About The Position

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.

Requirements

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.

Nice To Haves

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.

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.

Benefits

100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
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
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
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups