Senior EPM Solutions Analyst

Morningstar • Chicago, IL

2d • Hybrid

About The Position

The Senior EPM Solutions Analyst is a technical and functional expert supporting Morningstar’s Oracle Enterprise Performance Management (EPM) ecosystem. The role partners with Finance, FP&A, Controllership, and Technology teams to analyze business requirements, implement application enhancements, develop technical solutions, and provide ongoing application support.

The analyst administers and supports Oracle EPM Cloud applications, develops and maintains business rules, calculation scripts, integrations, automation solutions, metadata processes, and data validation routines, and supports BSO and ASO cube structures. The role also contributes to system testing, deployments, application upgrades, and release management.

The position supports finance processes including budgeting and forecasting, workforce and capital planning, management reporting, consolidations, allocations, account reconciliations, and financial close activities. It also develops and supports reports and dashboards, maintains reporting hierarchies and financial data structures, provides guidance to business users, and documents configurations, processes, testing, and support procedures.

The role requires a bachelor’s degree in a related field and at least five years of experience supporting Oracle EPM applications. Morningstar describes a hybrid work environment, typically involving four days in the office each week in most locations. The listed total cash compensation range is $117,500–$172,350, inclusive of annual base salary and target incentive.

Requirements

• Bachelor’s degree in finance, accounting, computer science, information systems, or a related field.
• Five or more 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.
• Hands-on experience with EPBCS / Planning, Free Form Planning, FCCS, ARCS, PCMCS, and Narrative Reporting.
• Strong understanding of Oracle EPM architecture, application lifecycle management, security concepts, metadata structures, and data integrations.
• Advanced knowledge of Essbase BSO design and calculations, Essbase ASO reporting structures, Groovy business rules, Essbase calculation scripts, Data Integration / Data Exchange, and EPM Automate.
• Working knowledge of budgeting and forecasting, workforce planning, capital planning, financial reporting, consolidations, allocations, reconciliations, and financial close processes.
• Strong verbal and written communication skills, including the ability to communicate with technical and non-technical audiences.
• Experience facilitating requirements gathering, testing, and user support activities.
• Strong organizational and problem-solving skills.

Nice To Haves

• Experience with Oracle EBS.
• Experience with Snowflake or SQL Server.

Responsibilities

• Administer, maintain, and support Oracle EPM Cloud applications, including EPBCS / Planning, Free Form Planning, FCCS, ARCS, PCMCS, and Narrative Reporting.
• Monitor application performance and identify opportunities for improvement.
• Troubleshoot 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.
• 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, and 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.
• 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.
• Provide functional and technical guidance to business users.
• Support budgeting and forecasting, workforce planning, capital planning, management reporting, consolidations, allocations, account reconciliations, and financial close activities.
• 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 for business decisions.
• Create and maintain technical documentation, support procedures, and training materials.
• Document system configurations, calculations, integrations, and business processes.
• Support knowledge transfer and improve team resiliency through documentation and cross-training.

Benefits

• 401(k) match of 100% up to 6% of salary.
• Stock ownership potential.
• Company-provided life insurance equal to 1x salary plus commission.
• Medical, dental, and vision benefits, with potential premium discounts.
• Company-provided HSA contributions of up to $500–$2,000 annually for specific plans and coverages.
• 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.
• 15 or more employee resource and affinity groups.
• Other benefits are available to enhance flexibility as needs change.

What This Job Offers

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