Enterprise FP&A Planning Platforms Manager

Morningstar; Chicago (IL); Hybrid; USD 121,000 - 186,000; Full time

Job summary

Morningstar is seeking an FP&A Systems Manager to own the FP&A side of our enterprise planning ecosystem, including Oracle PBCS, PCMCS, Narrative Reporting, and Adaptive Planning. This role sits at the intersection of FP&A and Finance Technology, translating planning requirements into system solutions and partnering with technical teams in Chicago.

The ideal candidate combines hands-on FP&A process ownership with hands-on platform fluency, governing planning systems, and delivering end-to-end

Qualifications

• 5+ years in FP&A or related finance roles with ownership of budgeting/forecasting.
• Experience with management reporting, allocations, and close-adjacent reporting.

Responsibilities

• Own end-to-end budgeting, forecasting, workforce planning, compensation planning, allocations, and management reporting cycles.
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Skills

FP&A experience

Cross-functional leadership

Analytical skills

Stakeholder management

Communication skills

Education

Bachelor's degree in Finance or related field

Tools

Oracle EPM

Adaptive Planning

Anaplan

OneStream

Pigment

Job description

Morningstar is seeking an FP&A Systems Manager to own the FP&A side of our enterprise planning ecosystem, including Oracle PBCS, PCMCS, Narrative Reporting, and Adaptive Planning. This role sits at the intersection of FP&A and Finance Technology, translating planning requirements into system solutions and partnering with technical teams in Chicago.

The ideal candidate combines hands-on FP&A process ownership with hands-on platform fluency, governing planning systems, and delivering end-to-end