FP&A Planning Platforms Lead (Oracle EPM)

Morningstar, Inc.; Chicago (IL); On-site; USD 125,000 - 192,000; Full time

Benefits offered by this job

401k match up to 6%

Stock ownership

Health benefits

Disability insurance

Sabbatical program

Family and parental leave

Tuition reimbursement

Flex stipend for education/well-being

Employee Resource Groups

Job summary

Morningstar, Inc. seeks a skilled FP&A Systems Manager in Chicago to own budgeting, forecasting, workforce planning, and reporting cycles across the enterprise planning ecosystem.

You will partner with FP&A, Finance Tech, and cross-functional teams to translate requirements into system solutions using Oracle EPM and related platforms. The role blends finance process ownership with technical fluency, overseeing governance, data flows, and deployments, while enabling end-user self-service and

Qualifications

• 5+ years in FP&A or related finance roles with hands-on ownership of budgeting/forecasting cycles.
• Working knowledge of management reporting, allocations, and close-adjacent reporting processes.
• 3+ years of experience with Oracle EPM (PBCS/PCMCS/Narrative Reporting/Hyperion Planning) or comparable planning platforms beyond end-user use.
• Experience building ad-hoc reports and analyses directly from a planning platform and supporting day-to-day use.
• Experience translating FP&A requirements into system solutions with Finance Systems/IT teams.

Responsibilities

• Own end-to-end budgeting, forecasting, workforce planning, compensation planning, allocations, and reporting cycles.
• Develop and maintain ad-hoc reports, dashboards, and data extracts for FP&A.
• Serve as first point of contact for FP&A platform usage and triage user issues.
• Lead discovery, requirements, and solution design for planning system enhancements and integrations.
• Drive platform governance: release management, testing, deployment readiness, change management, user adoption.
• Bridge FP&A and Technology to translate business requirements into system solutions.
• Own production support: triage incidents, root-cause analysis, drive improvements.
• Establish and maintain governance standards, security models, and documentation.
• Coordinate annual planning system readiness across budgeting, forecasting, workforce, and changes.
• Build training and tools to enable FP&A self-service on platforms.
• Shape planning systems roadmap with Finance, People & Culture, and Corporate Systems.
• Oversee end-to-end roadmap projects: scoping, sequencing, resourcing, timelines, reporting.
• Lead recurring roadmap reviews to reprioritize work and surface trade-offs.
• Track delivery and report progress, risks, and outcomes.

Skills

Analytical skills

Communication

Stakeholder management

Cross-functional

Education

Bachelors degree

Tools

Oracle EPM

Adaptive Planning

Anaplan

OneStream

Hyperion Planning

Job description

Morningstar, Inc. seeks a skilled FP&A Systems Manager in Chicago to own budgeting, forecasting, workforce planning, and reporting cycles across the enterprise planning ecosystem.

You will partner with FP&A, Finance Tech, and cross-functional teams to translate requirements into system solutions using Oracle EPM and related platforms. The role blends finance process ownership with technical fluency, overseeing governance, data flows, and deployments, while enabling end-user self-service and