Finance Planning Platforms Manager

Morningstar, Inc.; Chicago (IL); On-site; USD 121,400 - 186,150; Full time

Job summary

Morningstar, Inc. seeks a Finance Planning Platforms Lead to own the enterprise planning ecosystem (Oracle PBCS, PCMCS, Narrative Reporting, Adaptive Planning) and drive governance, enhancements, and end-to-end improvements in budgeting, forecasting, and workforce planning.

You will partner across Finance, People & Culture, and Technology to translate strategic priorities into scalable system solutions, mentor teams, and enable governance-aligned investments.

Qualifications

• Bachelor's degree in Finance, Accounting, Information Systems, Business, or related field.
• 8+ years of experience supporting Finance systems, Enterprise Performance Management (EPM) platforms, FP&A processes, or related business applications.
• Experience supporting Oracle EPM solutions, including Planning, Allocations & Reporting.
• Strong understanding of budgeting, forecasting, workforce planning, financial reporting, and management reporting processes.
• Experience leading cross-functional projects involving Finance and Technology stakeholders.
• Strong analytical, problem-solving, communication, and stakeholder management skills.
• Experience supporting workforce planning, compensation planning, or organizational planning processes.
• Ability to translate business requirements into scalable system solutions.
• Experience with governance frameworks, SDLC, Agile processes, change management, and Finance transformation initiatives.

Responsibilities

• Own operations for planning system core tasks supporting budgeting, forecasting, workforce planning, compensation planning, allocations, and management reporting processes.
• Drive platform formalized governance, release management, testing coordination, deployment readiness, change management, and user adoption activities across the planning technology ecosystem.
• Lead discovery, requirements gathering, solution design, and delivery efforts for planning system enhancements, integrations, automation opportunities, and process improvements.
• Partner with technical teams and third-party vendors to ensure business requirements are translated into scalable, maintainable, and supportable system solutions.
• Oversee production support processes, incident management, root-cause analysis, and service improvement initiatives related to planning platforms.
• Establish and maintain system governance standards, operational procedures, knowledge management assets, security models, controls, and supporting documentation.
• Coordinate annual planning system readiness activities supporting budgeting, forecasting, workforce planning, compensation planning, and organizational change processes.
• Develop training, enablement, and self-service capabilities that improve user adoption and effective utilization of planning technologies.
• Partner with Finance, People & Culture, Corporate Systems, and other stakeholders to help shape, prioritize, and execute the planning systems roadmap, ensuring investments align with business objectives, operational needs, governance requirements, and platform capabilities.

Skills

FP&A processes

Stakeholder management

Cross-functional leadership

Analytical skills

Requirements translation

Governance/SDLC/Agile

Workforce planning

Budgeting & forecasting

Organizational planning

Education

Bachelor's degree in Finance, Accounting, IS, Business, or related field

Tools

Oracle EPM

Workday Adaptive Planning

Tableau

Snowflake

Job description

About Morningstar

Morningstar is a leading provider of independent investment research, ratings, and data. Our mission is to empower investor success-and that starts with strong, modern, and well run internal Finance operations. We're strengthening how Finance delivers large scale initiatives across systems, processes, and analytics.

The Group

The Finance Systems & Business Intelligence (FSBI) team partners with Finance, Accounting, and the broader business to deliver the systems, data, and processes that power financial planning, reporting, and decision-making across Morningstar.

The team is responsible for the strategy, governance, and continuous improvement of the Finance technology ecosystem, including enterprise planning applications, financial reporting platforms, analytics, and data solutions. By combining deep finance expertise with technology and process excellence, FSBI helps drive operational efficiency, improve data quality, and support Morningstar's broader finance transformation efforts.

The Opportunity

Morningstar is seeking a Finance Planning Platforms Lead to serve as the operational owner of our enterprise planning ecosystem, including Oracle PBCS, PCMCS, Narrative Reporting, and Adaptive Planning.

This role partners across Finance, People & Culture, and Technology to drive platform governance, process improvements, and enhancements that support planning, forecasting, workforce planning, and reporting. The ideal candidate combines deep FP&A process knowledge with strong systems and stakeholder management experience, helping translate strategic priorities into effective business solutions.

This position reports to the Director of Finance Business Intelligence and is based in our Chicago office.

Responsibilities

• Own operations for planning system core tasks supporting budgeting, forecasting, workforce planning, compensation planning, allocations, and management reporting processes.

• Drive platform formalized governance, release management, testing coordination, deployment readiness, change management, and user adoption activities across the planning technology ecosystem.

• Lead discovery, requirements gathering, solution design, and delivery efforts for planning system enhancements, integrations, automation opportunities, and process improvements.

• Partner with technical teams and third-party vendors to ensure business requirements are translated into scalable, maintainable, and supportable system solutions.

• Oversee production support processes, incident management, root-cause analysis, and service improvement initiatives related to planning platforms.

• Establish and maintain system governance standards, operational procedures, knowledge management assets, security models, controls, and supporting documentation.

• Coordinate annual planning system readiness activities supporting budgeting, forecasting, workforce planning, compensation planning, and organizational change processes.

• Develop training, enablement, and self-service capabilities that improve user adoption and effective utilization of planning technologies.

• Partner with Finance, People & Culture, Corporate Systems, and other stakeholders to help shape, prioritize, and execute the planning systems roadmap, ensuring investments align with business objectives, operational needs, governance requirements, and platform capabilities.

Qualifications

Required

• Bachelor's degree in Finance, Accounting, Information Systems, Business, or related field.

• 8+ years of experience supporting Finance systems, Enterprise Performance Management (EPM) platforms, FP&A processes, or related business applications.

• Experience supporting Oracle EPM solutions, including Planning, Allocations & Reporting.

• Strong understanding of budgeting, forecasting, workforce planning, financial reporting, and management reporting processes.

• Experience leading cross-functional projects involving Finance and Technology stakeholders.

• Strong analytical, problem-solving, communication, and stakeholder management skills.

• Experience supporting workforce planning, compensation planning, or organizational planning processes.

• Ability to translate business requirements into scalable system solutions.

• Experience with governance frameworks, SDLC, Agile processes, change management, and Finance transformation initiatives.

Preferred

• Experience with Workday Adaptive Planning.

• Experience working with managed service providers, offshore teams, or external application support partners.

• Experience with Workday, Snowflake, Tableau, or enterprise data platforms.

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

  • 100% 401k match up to 6% of salary

  • Stock Ownership Potential

  • Company provided life insurance - 1x salary + commission

• 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‑term disability insurance

• 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 & Formal Mentorship Opportunities

  • 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

$121,400.00-186,150.00

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.