Senior EPM Solutions Analyst
Morningstar, Inc.
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Benefits offered by this job
Job summary
Morningstar, Inc. is seeking a Senior EPM Solutions Analyst to support Oracle EPM Cloud and related applications.
This role partners with Finance, FP&A, Controllership, and Technology to analyze requirements, implement enhancements, and provide ongoing support for Oracle EPM environments. Responsibilities include administration, configuration, development of technical solutions, reporting, automation, and ensuring accurate budgeting, forecasting, and close processes in a collaborative, hybrid
Qualifications
- 5+ years of experience supporting Oracle EPM applications.
- Experience working with FP&A, Finance, Accounting, or Controllership.
- Experience supporting enterprise financial planning and reporting systems.
Responsibilities
- Administer, maintain, and support Oracle EPM Cloud applications (EPBCS, Planning, FCCS, ARCS, PCMCS, Narrative Reporting).
- Develop and maintain Groovy rules, Essbase scripts, data integration, and metadata management processes.
- Design and support BSO/ASO cube structures and perform testing and deployment activities.
- Collaborate with Finance, FP&A, and Controllership to understand requirements and provide technical guidance.
- Develop financial reports, dashboards, and management reporting solutions; support close and forecasting processes.
Skills
Education
Tools
Job description
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.
- 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.
- 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.
- 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.
Support finance processes including:
- Budgeting and forecasting
- Workforce planning
- Capital planning
- Management reporting
- Consolidations
- Allocations
- Account reconciliations
- Financial close activities
- 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.
- 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.
- Bachelor's degree in finance, Accounting, Computer Science, Information Systems or related field.
- 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.
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
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
Working knowledge of:
- Budgeting and forecasting
- Workforce planning
- Capital planning
- Financial reporting
- Consolidations
- Allocations
- Reconciliations
- Financial close processes
- 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.
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-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
$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.
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity
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