Senior EPM Solutions Analyst

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., 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.

• 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.

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.

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

Total Cash Compensation Range $114,100.00-167,350.00