Finance Technology Product Owner

Morningstar•Chicago, IL

1d•$147,550 - $226,233•Hybrid

About The Position

Morningstar is seeking a Product Owner to join the Central Technology team to support its Finance organization. This role, based in Chicago, will be instrumental in executing the Finance Technology roadmap across core enterprise platforms like Oracle E-Business Suite (EBS), Coupa, and Concur. The Product Owner will collaborate with Finance business stakeholders, technology development leaders, engineers, and QA. The position requires a combination of project management skills, finance process knowledge, and enterprise application experience to deliver scalable solutions for procurement, expense management, and core financial operations.

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

Nice To Haves

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.

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.

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