Senior EPM Solutions Analyst

Morningstar; Chicago (IL); On-site; USD 120,000 - 165,000; Full time

Job summary

Morningstar is seeking a Senior EPM Solutions Analyst to serve as a technical and functional expert supporting the Oracle EPM ecosystem. You will analyze business requirements, implement enhancements, and provide ongoing support across Finance, FP&A, Controllership, and Technology teams.

You will administer EPM Cloud apps, develop technical solutions, and collaborate with business users to improve planning, reporting, and data integrity, while guiding upgrades and automation initiatives.

Qualifications

• 5+ years of experience supporting Oracle EPM applications.
• Experience with FP&A, Finance, Accounting, or Controllership.
• Experience supporting enterprise financial planning and reporting systems.
• Strong analytical and problem-solving capabilities in finance tech.

Responsibilities

• Administer, maintain, and support Oracle EPM Cloud applications (EPBCS, Planning, Free Form Planning, FCCS, ARCS, PCMCS, Narrative Reporting).
• Monitor application performance and troubleshoot production issues and data concerns.
• Translate requirements into technical solutions and develop Groovy rules, data integration, and cube structures.
• Collaborate with Finance, FP&A, and Controllership to capture needs and document results.
• Develop financial reports, dashboards, and improve reporting processes and analytics.
• Document configurations, procedures, and provide training materials to users.

Skills

Oracle EPM architecture

Application lifecycle management

Security concepts

Metadata structures

Education

Bachelor's degree in finance, Accounting, Computer Science, Information Systems or related field

Tools

EPBCS / Planning

Free Form Planning

FCCS

ARCS

PCMCS

Narrative Reporting

Job description

The Role

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.

Responsibilities

Oracle EPM Administration & Support

• 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.

Solution Development & Configuration

• 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.

Business Analysis & Partnership

• 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.

Finance Process Support

Support Finance Processes Including

• Budgeting and forecasting
• Workforce planning
• Capital planning
• Management reporting
• Consolidations
• Allocations
• Account reconciliations
• Financial close activities

Reporting & Analytics

• 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.

Documentation & Knowledge Sharing

• 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.

Qualifications

Education

• Bachelor's degree in finance, Accounting, Computer Science, Information Systems or related field.

Experience

• 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.

Oracle EPM Expertise

• EPBCS / Planning
• Free Form Planning
• FCCS
• ARCS
• PCMCS
• Narrative Reporting

Strong Understanding Of

• Oracle EPM architecture
• Application lifecycle management
• Security concepts
• Metadata structures',