Senior EPM Solutions Analyst

Morningstar • Chicago, IL

2d • $114,100 - $167,350 • Hybrid

About The Position

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.

Requirements

• 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.
• Experience supporting enterprise financial planning and reporting systems.
• 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
• Advanced knowledge of: Essbase BSO design and calculations, Essbase ASO reporting structures, Groovy business rules, Essbase calculation scripts, Data Integration / Data Exchange, EPM Automate
• 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.

Nice To Haves

• Oracle EBS and Snowflake/SQL Server is a plus
• Working knowledge of: Budgeting and forecasting, Workforce planning, Capital planning, Financial reporting, Consolidations, Allocations, Reconciliations, Financial close processes

Responsibilities

• 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.
• 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.
• 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.
• Support finance processes including: Budgeting and forecasting, Workforce planning, Capital planning, Management reporting, Consolidations, Allocations, Account reconciliations, 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 to make informed business decisions.
• 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.

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

What This Job Offers

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