Finance Planning Platforms Manager

About Morningstar

Morningstar is a leading provider of independent investment research, ratings, and data. Our mission is to empower investor success-and that starts with strong, modern, and well‑run internal Finance operations. We're strengthening how Finance delivers large‑scale initiatives across systems, processes, and analytics.

The Group:

The Finance Systems & Business Intelligence (FSBI) team partners with Finance, Accounting, and the broader business to deliver the systems, data, and processes that power financial planning, reporting, and decision-making across Morningstar.

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. By combining deep finance expertise with technology and process excellence, FSBI helps drive operational efficiency, improve data quality, and support Morningstar's broader finance transformation efforts.

The Opportunity:

Morningstar is seeking an FP&A Systems Manager to own the FP&A side of our enterprise planning ecosystem, including Oracle PBCS, PCMCS, Narrative Reporting, and Adaptive Planning. 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.

The ideal candidate combines hands‑on FP&A process ownership
-direct experience running a budgeting, forecasting, or workforce/compensation planning cycle - with hands‑on technical fluency in an enterprise planning platform: demonstrated understanding of metadata, forms, and data flows, while partnering with the technical team on system operations and enhancement work. This is not a pure infrastructure/systems administration position, nor is it a pure FP&A analyst role; it requires genuine fluency and hands‑on capability in both the finance process and the underlying planning applications.

This position reports to the Director of Finance Business Intelligence and is based in our Chicago office.

Responsibilities:

• 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.

• 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.

• Coordinate…