Finance Technology Product Owner

About the role

We are looking for a Product Owner to join the Central Technology team in support of Morningstar’s Finance organization. This position is based out of our Chicago office. The Product Owner is expected to play a pivotal role in executing the Finance Technology roadmap across our core enterprise platforms—Oracle E-Business Suite (EBS), Coupa, and Concur—coordinating with Finance business stakeholders, technology development leaders, engineers, QA, and other roles. This role requires a blend of project management expertise, along with finance process and enterprise application experience, to ensure successful delivery of high-quality, scalable solutions that support procurement, expense management, and core financial operations.

Responsibilities

• Collaborate with the development team and business stakeholders to help set short-term, medium-term & strategic priorities for Morningstar’s Finance Technology platforms, including Oracle EBS, Coupa, and Concur.
• Work with key stakeholders across Finance, Procurement, Accounts Payable, and Travel & Expense to help define and write requirements and user stories for new product features and enhancements.
• Own and execute the product roadmap for Oracle EBS (General Ledger, Accounts Payable, Accounts Receivable, and related modules), Coupa (procure-to-pay), and Concur (travel and expense), applying Agile principles to manage the backlog and plan iterations.
• Partner with stakeholders to support quote-to-cash, procure-to-pay, and record-to-report processes, ensuring system capabilities align with finance operations and controls.
• Lead scrum meetings and ceremonies, ensuring clear communication and efficient workflow across business and technical teams.
• Define a clear product vision and identify opportunities to streamline, automate, and improve financial systems and processes.
• Coordinate platform upgrades, patches, integrations, and data flows between Oracle EBS, Coupa, Concur, and other enterprise systems.
• Support compliance, audit, and internal controls requirements (e.g., SOX) by ensuring proper documentation, approvals, and traceability within financial systems.
• Manage program documentation repository and assist with presentations on program updates.
• Track and report key performance metrics.
• Leverage AI across all aspects of central technology to support automation and drive insights.
• Partner with vendors and assist with regular vendor communications, including Oracle, Coupa, and SAP Concur.

Requirements

• Bachelor’s degree and 4-5 years of product management or business systems analyst experience.
• Hands-on experience with one or more enterprise finance platforms—Oracle E-Business Suite (EBS), Coupa, or Concur.
• Working knowledge of core finance and accounting processes such as procure-to-pay, accounts payable, expense management, and the general ledger.
• Strong problem-solving, analytical, and planning skills.
• Ability to excel in a fast-paced global environment while delivering high-quality work.
• Ability to translate complex technical decisions into simple and understandable business outcomes.
• Extremely high-quality bar on documentation, especially when defining Problem Statements, writing Product specifications, and acceptance criteria.
• Go-getter attitude, self-directed, detail-oriented, and possessing good interpersonal skills.
• Excellent time management and organizational skills with the ability to create structure from ambiguous situations.
• Working Agile experience – Scrum methodology, JIRA or equivalent story writing tool, product backlog, sprint backlog, story estimation and prioritization, creation of user stories, acceptance criteria.
• Strong people skills to support collaboration across functions and organizations.
• Experience with Oracle ERP implementations, configurations, migrations, data conversions, customizations, and integrations with internal and external systems, including banks, payment processors, and enterprise reporting platforms.
• Familiarity with key Oracle ERP data models, including TCA, Accounts Receivable, Accounts Payable, and Service Contracts, is a plus.
• Strong knowledge of software development and coding principles and methodologies.
• Experience with Oracle EPM solutions (PBCS, FCCS, ARCS, and Narrative Reporting) is a plus.
• Experience with system integrations, financial data flows, or reporting is a plus.
• Experience supporting compliance and internal controls (e.g., SOX) within financial systems is a plus.
• Experience in financial services is a plus.

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.

• 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

Pay

Total Cash Compensation Range: $147,550.00 - $226,233.33 (inclusive of annual base salary and target incentive).

Schedule

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week. 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.