Morningstar US | Senior EPM Solutions Analyst

Responsibilities

• 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.
• Monitor application performance and proactively identify improvement opportunities.
• Support month-end, forecast, budget, reconciliation, and reporting cycles.
• Assist with application upgrades, testing, and release management activities.
• 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.
• 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.
• Serve as a trusted partner to business users by providing functional and technical guidance.
• 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.
• Create and maintain technical documentation, support procedures, and training materials.
• Support knowledge transfer activities and help improve team resiliency through documentation and cross-training.
• Administer, maintain, and support Oracle EPM Cloud applications, including: EPBCS / Planning Free Form Planning FCCS ARCS PCMCS Narrative Reporting
• Translate approved business requirements and solution designs into technical solutions.
• Document business requirements, technical solutions, testing results, and support procedures.
• Document system configurations, calculations, integrations, and business processes.

Requirements

• Experience working with FP&A, Finance, Accounting, or Controllership organizations.
• Experience supporting enterprise financial planning and reporting systems.
• 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.

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