Morningstar US | Finance Planning Platforms Manager

Responsibilities

• The team is responsible for the strategy, governance, and continuous improvement of the Finance technology ecosystem, including enterprise planning applications, financial reporting platforms, analytics, and data solutions.
• This role sits at the intersection of FP&A and Finance Technology: you will own planning process requirements, governance, and roadmap for the platforms that run budgeting, forecasting, workforce planning, and standardized management reporting — partnering closely with our technical teams on hands-on configuration, and with FP&A & People & Culture stakeholders to translate planning requirements into system solutions.
• This position reports to the Director of Finance Business Intelligence and is based in our Chicago office.
• Support FP&A in building and maintaining ad hoc reports, dashboards, and data extracts from FP&A Systems in response to FP&A and business partner requests.
• Serve as first point of contact for FP&A's day-to-day use of the planning platforms such as triaging user questions, resolving issues and escalating platform-level or infrastructure issues to the technical team.
• Lead discovery, requirements gathering, and solution design for planning system enhancements and integrations, partnering with technical team and vendors on build and implementation.
• Drive platform governance: release management, testing coordination, deployment readiness, change management, and user adoption.
• Act as the bridge between FP&A and Technology being fluent enough in both the finance process and the platform's technical constraints to translate business requirements into system solutions without a middle layer of translation.
• Own production support from the FP&A side: triage incidents, partner with the technical team on root-cause analysis, and drive service improvements.
• Establish and maintain system governance standards, security models, controls, and documentation.
• Build training, enablement, and tools that enable FP&A to self-service on platforms.
• Partner with Finance, People & Culture, and Corporate Systems to shape the planning systems roadmap, ensuring investments align with business objectives, operational needs, and platform capabilities.
• Facilitate recurring roadmap reviews with Finance, People & Culture, and technical leadership to reprioritize as business needs shift, and surface trade-offs transparently when competing requests exceed available capacity.
• Track delivery against the roadmap and report on progress, risks, and outcomes to FP&A and cross-functional leadership.
• Working knowledge of management reporting, allocations, and close-adjacent reporting processes.
• Own end-to-end operational support for budgeting, forecasting, workforce planning, compensation planning, allocations, and management reporting cycles, from calendar and template design through data load, validation, and issue resolution.
• Coordinate annual planning system readiness across budgeting, forecasting, workforce planning, compensation planning, and organizational change.
• Own execution of prioritized roadmap projects end-to-end: scoping, sequencing against the FP&A planning calendar, resourcing (including technical resource and vendor capacity), timeline management, and status reporting to stakeholders.
• Direct, end-to-end ownership of a compensation or workforce planning cycle.

Qualifications (preferred)

• Experience building ad hoc reports and analyses directly from a planning platform and supporting end users on its day-to-day use.
• Experience translating FP&A business requirements into system solutions, partnering with a broader Finance Systems or IT team on platform-level or infrastructure work.
• Experience leading cross-functional projects involving Finance and Technology stakeholders.
• Strong analytical, problem-solving, communication, and stakeholder management skills.
• Experience with governance frameworks, SDLC, Agile processes, change management, and Finance transformation initiatives.
• Experience with Workday Adaptive Planning or similar planning tool.
• Experience working with managed service providers, offshore teams, or external application support partners.
• Experience with Workday, Snowflake, Tableau, or enterprise data platforms.

Morningstar US

Morningstar US is an employer hiring in India (sector: BFSI / Investments / Insurance).

Its finance, accounts, audit and tax openings in India are mostly in Chicago and New York.

• Industry: BFSI / Investments / Insurance