Strategic Finance Planning Platforms Lead

Morningstar; Chicago (IL); On-site; USD 121,400 - 186,150; Full time

Benefits offered by this job

401k match

Stock ownership

Sabbatical program

Family caregiving leave

Parental leave

Job summary

Morningstar's Finance Systems & Business Intelligence (FSBI) team seeks a Finance Planning Platforms Lead to own the enterprise planning ecosystem, including Oracle PBCS, PCMCS, Narrative Reporting, and Adaptive Planning in Chicago.

The role partners with Finance, People & Culture, and Technology to drive governance, process improvements, and reporting, translating strategic priorities into scalable, maintainable solutions.

Qualifications

• Bachelor's degree in Finance, Accounting, Information Systems, Business, or related field.
• 8+ years of experience supporting Finance systems, 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.

Responsibilities

• Own operations for planning system core tasks supporting budgeting, forecasting, workforce planning, compensation planning, allocations, and management reporting processes.
• Drive platform 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 shape, prioritize, and execute the planning systems roadmap.

Skills

Budgeting and Forecasting

Workforce planning

Stakeholder management

Cross-functional collaboration

Analytical thinking

Communication

Process optimization

Governance understanding

Education

Bachelor's degree in Finance/Accounting/IS/Business

Tools

Oracle EPM

Workday Adaptive Planning

Tableau

Snowflake

Job description

Morningstar's Finance Systems & Business Intelligence (FSBI) team seeks a Finance Planning Platforms Lead to own the enterprise planning ecosystem, including Oracle PBCS, PCMCS, Narrative Reporting, and Adaptive Planning in Chicago.

The role partners with Finance, People & Culture, and Technology to drive governance, process improvements, and reporting, translating strategic priorities into scalable, maintainable solutions.