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
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Administer, maintain, and support Oracle EPM Cloud applications, including: EPBCS / Planning Free Form Planning FCCS ARCS PCMCS Narrative Reporting
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Monitor application performance and proactively identify improvement opportunities.
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Troubleshoot and resolve production issues, user-reported defects, and data integrity concerns.
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Support month-end, forecast, budget, reconciliation, and reporting cycles.
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Assist with application upgrades, testing, and release management activities.
Solution Development & Configuration
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Translate approved business requirements and solution designs into technical solutions.
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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
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Design and support BSO and ASO cube structures.
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Perform system testing, validation, and deployment activities.
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Identify opportunities for automation and operational efficiency improvements.
Business Analysis & Partnership
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Collaborate with Finance, FP&A, and Controllership teams to understand business processes and requirements.
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Participate in requirements gathering, solution reviews, and enhancement discussions.
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Analyze existing processes and recommend improvements.
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Document business requirements, technical solutions, testing results, and support procedures.
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Serve as a trusted partner to business users by providing functional and technical guidance.
Finance Process Support
Support finance processes including:
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Budgeting and forecasting
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Workforce planning
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Capital planning
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Management reporting
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Consolidations
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Allocations
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Account reconciliations
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Financial close activities
Reporting & Analytics
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Develop and support financial reports, dashboards, and management reporting solutions.
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Maintain reporting hierarchies and financial data structures.
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Support enhancements to reporting processes and analytics capabilities.
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Assist users in leveraging data to make informed business decisions.
Documentation & Knowledge Sharing
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Create and maintain technical documentation, support procedures, and training materials.
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Document system configurations, calculations, integrations, and business processes.
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Support knowledge transfer activities and help improve team resiliency through documentation and cross-training.
Qualifications
Education
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Bachelor’s degree in finance, Accounting, Computer Science, Information Systems or related field.
Experience
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5+ years of experience supporting Oracle EPM applications.
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Experience working with FP&A, Finance, Accounting, or Controllership organizations.
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Experience supporting enterprise financial planning and reporting systems.
Oracle EPM Expertise:
Deep hands-on experience with:
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EPBCS / Planning
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Free Form Planning
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FCCS
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ARCS
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PCMCS
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Narrative Reporting
Strong understanding of:
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Oracle EPM architecture
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Application lifecycle management
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Security concepts
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Metadata structures
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Data integrations
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BSO/ASO Configurations
Technical Skills:
Advanced knowledge of:
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Essbase BSO design and calculations
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Essbase ASO reporting structures
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Groovy business rules
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Essbase calculation scripts
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Data Integration / Data Exchange
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EPM Automate
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Oracle EBS and Snowflake/SQL Server is a plus
Functional Skills:
Working knowledge of:
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Budgeting and forecasting
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Workforce planning
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Capital planning
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Financial reporting
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Consolidations
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Allocations
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Reconciliations
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Financial close processes
Communication Skills:
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Strong verbal and written communication skills.
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Ability to communicate effectively with both technical and non-technical audiences.
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Experience facilitating requirements gathering, testing, and user support activities.
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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:
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Financial Health
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100% 401k match up to 6% of salary
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Stock Ownership Potential
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Company provided life insurance - 1x salary + commission
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Physical Health
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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 coverages
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Additional medical Wellness Incentives - up to $300-$600 annual
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Company-provided long- and short-term disability insurance
Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
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Tuition Reimbursement
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Social Health
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Charitable Matching Gifts program
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Dollars for Doers volunteer program
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Paid volunteering days
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15+ Employee Resource & Affinity Groups
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.