Senior EPM Solutions Analyst

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.

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

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.

At…