The Role:
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.
Responsibilities:
Oracle EPM Administration & Support
- 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.
Solution Development & Configuration
- 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.
Business Analysis & Partnership
- 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.
Finance Process Support
Support finance processes including:
- Budgeting and forecasting
- Workforce planning
- Capital planning
- Management reporting
- Consolidations
- Allocations
- Account reconciliations
- Financial close activities
Reporting & Analytics
- 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.
Documentation & Knowledge Sharing
- 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.
Qualifications
Education
- Bachelor's degree in finance, Accounting, Computer Science, Information Systems or related field.
Experience
- 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.
Oracle EPM Expertise:
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
Technical Skills:
Advanced knowledge of:
- Essbase BSO design and calculations
- Essbase ASO reporting structures
- Groovy business rules
- Essbase calculation scripts
- Data Integration / Data Exchange
- EPM Automate
- Oracle EBS and Snowflake/SQL Server is a plus
Functional Skills:
Working knowledge of:
- Budgeting and forecasting
- Workforce planning
- Capital planning
- Financial reporting
- Consolidations
- Allocations
- Reconciliations
- Financial close processes
Communication Skills:
- 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.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health
Physical Health
Comprehensive health benefits(medical/dental/vision)including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plansand coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-termdisabilityinsurance
Emotional Health
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 & FormalMentorshipOpportunities
Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$114,100.00-167,350.00
Inclusive of annual base salary and target incentive
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
