FP&A Platforms Lead for Planning & Analytics

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

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.