Senior EPM Solutions Analyst

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

About the role

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
  • Administer, maintain, and support Oracle EPM Cloud applications, including: EPBCS / Planning, Free Form Planning, FCCS, ARCS, PCMCS, and 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.

Requirements

• Education
  • Bachelor's degree in Finance, Accounting, Computer Science, Information Systems, or related field.
• Experience
  • 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.
• Oracle EPM Expertise
  • Deep hands-on experience with:
    • EPBCS / Planning
    • Free Form Planning
    • FCCS
    • ARCS
    • PCMCS
    • Narrative Reporting
  • Strong understanding of:
    • Oracle EPM architecture
    • Application lifecycle management
    • Security concepts
    • Metadata structures
    • Data integrations
    • BSO/ASO configurations
• 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.

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

Pay

Total Cash Compensation Range: $114,100.00 - $167,350.00 (Inclusive of annual base salary and target incentive)

Schedule

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.