Senior EPM Solutions Analyst

Morningstar; United States; Híbrido; USD 114.000 - 167.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Financial Health

Physical Health

Emotional Health

Social Health

Descripción de la vacante

Morningstar seeks a Senior EPM Solutions Analyst to serve as a technical and functional expert for Oracle EPM, partnering with Finance, FP&A, Controllership, and Technology to analyze requirements, implement enhancements, and support EPM applications.

The role covers administration, development, and analytics for EPBCS, Planning, FCCS, ARCS, PCMCS, Narratives, and more. It involves automating processes and guiding business users across finance processes.

Formación

• Bachelor’s degree in finance, accounting, computer science, information systems or related field.
• 5+ years of experience supporting Oracle EPM applications.
• Experience with FP&A, Finance, Accounting, or Controllership groups.
• Experience supporting enterprise financial planning and reporting systems.

Responsabilidades

• Administer, maintain, and support Oracle EPM Cloud applications including EPBCS, Planning, Free Form Planning, FCCS, ARCS, PCMCS, Narrative Reporting.
• Monitor application performance and identify improvement opportunities.
• Troubleshoot defects and data integrity concerns; support month-end, forecast, budget, reconciliation, and reporting cycles.
• Assist with upgrades, testing, and release management activities.
• Translate business requirements into technical solutions; develop Groovy rules, Essbase scripts, and data exchange processes.
• Design and support BSO and ASO cube structures; perform testing and deployment.

Conocimientos

Analytical skills

Cross-functional collaboration

Requirements gathering

Finance/Accounting domain knowledge

Educación

Bachelor’s degree in Finance, Accounting, Computer Science, Information Systems or related field

Herramientas

Groovy

Essbase

EPM Automate

Data Integration

Descripción del empleo

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:

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

Technical Skills:

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

Functional Skills:

Working knowledge of:

• Budgeting and forecasting
• Workforce planning
• Capital planning
• Financial reporting
• Consolidations
• Allocations
• Reconciliations
• Financial close processes

Communication Skills:

• 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.

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

• Physical Health

• Emotional Health

• Social Health

Total Cash Compensation Range

$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.

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