Senior EPM Solutions Analyst

This job is with Morningstar, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.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 & SupportAdminister, maintain, and support Oracle EPM Cloud applications, including: EPBCS / Planning Free Form Planning FCCS ARCS PCMCS Narrative ReportingMonitor 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 & ConfigurationTranslate 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 routinesDesign and support BSO and ASO cube structures.Perform system testing, validation, and deployment activities.Identify opportunities for automation and operational efficiency improvements.Business Analysis & PartnershipCollaborate 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 SupportSupport finance processes including:Budgeting and forecastingWorkforce planningCapital planningManagement reportingConsolidationsAllocationsAccount reconciliationsFinancial close activitiesReporting & AnalyticsDevelop 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 SharingCreate 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.QualificationsEducationBachelor's degree in finance, Accounting, Computer Science, Information Systems or related field.Experience5+ 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 / PlanningFree Form PlanningFCCSARCSPCMCSNarrative ReportingStrong understanding of:Oracle EPM architectureApplication lifecycle managementSecurity conceptsMetadata structuresData integrationsBSO/ASO ConfigurationsTechnical Skills:Advanced knowledge of:Essbase BSO design and calculationsEssbase ASO reporting structuresGroovy business rulesEssbase calculation scriptsData Integration / Data ExchangeEPM AutomateOracle EBS and Snowflake/SQL Server is a plusFunctional Skills:Working knowledge of:Budgeting and forecastingWorkforce planningCapital planningFinancial reportingConsolidationsAllocationsReconciliationsFinancial close processesCommunication 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 BenefitsAt 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 Health100% 401k match up to 6% of salaryStock Ownership PotentialCompany provided life insurance - 1x salary + commissionPhysical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coveragesAdditional medical Wellness Incentives - up to $300-$600 annualCompany-provided long- and short-term disability insuranceEmotional Health Trust-Based Time Off6-week Paid Sabbatical Program6-Week Paid Family Caregiving LeaveCompetitive 8-24 Week Paid Parental LeaveAdoption AssistanceLeadership Coaching & Formal Mentorship OpportunitiesAnnual Flex Stipend - $1000 annually to cover personal education & well-being expenses Tuition ReimbursementSocial Health Charitable Matching Gifts programDollars for Doers volunteer programPaid volunteering days15+ Employee Resource & Affinity GroupsTotal Cash Compensation Range$117,500.00-172,350.00Inclusive of annual base salary and target incentiveMorningstar'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.001_MstarInc Morningstar Inc. Legal Entity