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Senior EPM Solutions Analyst

Morningstar
Chicago, USA
Full-time
Senior · 5+ years experience
Onsite
Discovered 5 days ago
groovysnowflakesql

Full Job Posting

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.
  • 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.
  • EPBCS / Planning
  • Free Form Planning
  • FCCS
  • ARCS
  • PCMCS
  • Narrative Reporting
  • Oracle EPM architecture
  • Application lifecycle management
  • Security concepts
  • Metadata structures
  • Data integrations
  • BSO/ASO Configurations
  • Essbase BSO design and calculations
  • Essbase ASO reporting structures
  • Groovy business rules
  • Essbase calculation scripts
  • Data Integration / Data Exchange
  • EPM Automate
  • Budgeting and forecasting
  • Workforce planning
  • Capital planning
  • Financial reporting
  • Consolidations
  • Allocations
  • Reconciliations
  • Financial close processes
  • 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
  • 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 plans and coverages
  • Additional medical Wellness Incentives - up to $300-$600 annual
  • Company-provided long- and short-term disability insurance
  • 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 & Formal Mentorship Opportunities
  • 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
  • $117,500.00-172,350.00
  • 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.
  • 001_MstarInc Morningstar Inc. Legal Entity

Experience

  • Oracle EPM Expertise:
  • Deep hands-on experience with:
  • Strong understanding of:

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
  • 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 plans and coverages
  • Additional medical Wellness Incentives - up to $300-$600 annual
  • Company-provided long- and short-term disability insurance
  • 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 & Formal Mentorship Opportunities
  • 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
  • $117,500.00-172,350.00
  • 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.
  • 001_MstarInc Morningstar Inc. Legal Entity

Preferred Qualifications

  • Oracle EBS and Snowflake/SQL Server is a plus

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