Finance Technology Product Owner

Morningstar • Chicago, IL

22h • $151,975 - $233,025 • Hybrid

About The Position

Morningstar is seeking a Product Owner to join the Central Technology team in support of its Finance organization. The role is based in the Chicago office and is responsible for executing the Finance Technology roadmap across Oracle E-Business Suite (EBS), Coupa, and Concur. The Product Owner coordinates with Finance stakeholders, technology development leaders, engineers, QA, and other teams to deliver high-quality, scalable solutions supporting procurement, expense management, and core financial operations.

The position combines project management expertise with knowledge of finance processes and enterprise applications. It involves defining product priorities and requirements, managing roadmaps and Agile backlogs, coordinating platform changes and integrations, supporting finance processes and controls, and identifying opportunities to improve and automate financial systems. The role also partners with vendors and uses AI to support automation and insights.

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 work effectively in a fast-paced global environment while delivering high-quality work.
• Ability to translate complex technical decisions into clear business outcomes.
• High standards for documentation, particularly problem statements, product specifications, and acceptance criteria.
• Self-directed, detail-oriented, proactive, and strong interpersonal skills.
• Excellent time-management and organizational skills, including the ability to create structure from ambiguous situations.
• Working Agile experience, including Scrum methodology and JIRA or an equivalent story-writing tool; experience with product and sprint backlogs, story estimation and prioritization, user stories, and acceptance criteria.
• Strong people skills and ability 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.
• Strong knowledge of software development and coding principles and methodologies, and experience with software development and coding.

Nice To Haves

• Familiarity with Oracle ERP data models, including TCA, Accounts Receivable, Accounts Payable, and Service Contracts.
• Experience with Oracle EPM solutions, including PBCS, FCCS, ARCS, and Narrative Reporting.
• Experience with system integrations, financial data flows, or reporting.
• Experience supporting compliance and internal controls, such as SOX, within financial systems.
• Experience in financial services.

Responsibilities

• Collaborate with development teams and business stakeholders to set short-, medium-, and strategic priorities for Oracle EBS, Coupa, and Concur.
• Define and write requirements and user stories for new features and enhancements with stakeholders across Finance, Procurement, Accounts Payable, and Travel & Expense.
• Own and execute the product roadmap for Oracle EBS, Coupa, and Concur, applying Agile principles to manage backlogs and plan iterations.
• 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 and facilitate communication and workflow across business and technical teams.
• Define product vision and identify opportunities to streamline, automate, and improve financial systems and processes.
• Coordinate platform upgrades, patches, integrations, and data flows across Oracle EBS, Coupa, Concur, and other enterprise systems.
• Support compliance, audit, and internal-control requirements, including SOX, through appropriate documentation, approvals, and traceability.
• Manage the program documentation repository and assist with presentations on program updates.
• Track and report key performance metrics.
• Leverage AI across Central Technology to support automation and drive insights.
• Partner with vendors and assist with regular communications, including with Oracle, Coupa, and SAP Concur.

Benefits

• 100% 401(k) match up to 6% of salary.
• Potential for stock ownership.
• Company-provided life insurance equal to 1x salary plus commission.
• Comprehensive medical, dental, and vision benefits, with potential premium discounts and company-provided HSA contributions of up to $500–$2,000 annually for specific plans and coverages.
• Additional medical wellness incentives of up to $300–$600 annually.
• Company-provided long- and short-term disability insurance.
• Trust-Based Time Off.
• Six-week paid sabbatical program.
• Six-week paid family caregiving leave.
• Paid parental leave of 8–24 weeks.
• Adoption assistance.
• Leadership coaching and formal mentorship opportunities.
• Annual flex stipend of $1,000 for personal education and well-being expenses.
• Tuition reimbursement.
• Charitable matching gifts program.
• Dollars for Doers volunteer program.
• Paid volunteering days.
• More than 15 employee resource and affinity groups.
• Hybrid work environment, typically four days in-office each week in most locations.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level