Finance Planning Platforms Manager (Chicago)

This job is with Morningstar, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

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 b usiness   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 a   Finance Planning Platforms Lead   to serve as the operational owner of our enterprise planning ecosystem, including Oracle PBCS, PCMCS, Narrative Reporting, and Adaptive Planning.  

This role partners across   Fi nance , People & Culture, and Technology to drive platform governance, process improvements, and enhancements that support planning, forecasting, workforce planning, and reporting. The ideal candidate combines deep FP&A process knowledge with strong systems and stakeholder management experience, helping translate strategic priorities into effective business solutions.   

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

Responsibilities:  

• O wn opera tions   for planning system   core tasks   supporting budgeting, forecasting, workforce planning, compensation planning, allocations, and management reporting processes.  

• Drive platform   formalized   governance, release management, testing coordination, deployment readiness, change management, and user adoption activities across the planning technology ecosystem.  

• Lead discovery, requirements gathering, solution design, and delivery efforts for planning system enhancements, integrations, automation opportunities, and process improvements.  

• Partner with technical teams and third-party vendors to ensure business requirements are translated into scalable, maintainable, and supportable system solutions .  

• Oversee production support processes, incident management, root-cause analysis, and service improvement initiatives related to planning platforms.  

• Establish and   maintain   system governance standards, operational procedures, knowledge   management   assets, security models, controls, and supporting documentation.  

• Coordinate annual planning system readiness activities supporting budgeting, forecasting, workforce planning, compensation planning, and organizational change processes.  

• Develop training, enablement, and self-service capabilities that improve user adoption and effective   utilization   of planning technologies.  

• Partner with Finance, People & Culture, Corporate Systems, and other stakeholders to help shape, prioritize, and execute the planning systems roadmap, ensuring investments align with business   objectives , operational needs, governance requirements, and platform capabilities.  

Qualifications  

Required  

• Bachelor's degree in Finance , Accounting, Information Systems, Business, or related field.  

• 8+ years of experience supporting Finance systems, Enterprise Performance Management (EPM) platforms, FP&A processes, or related business applications.  

• Experience supporting Oracle EPM solutions, including Planning,   Allocations  & Reporting .  

• Strong understanding of budgeting, forecasting, workforce planning, financial reporting, and management reporting processes.  

• Experience leading cross-functional projects involving Finance and Technology stakeholders.  

• Strong analytical, problem-solving, communication, and stakeholder management skills.  

• Experience supporting workforce planning, compensation planning, or organizational planning processes.  

• Ability to translate business requirements into scalable system solutions.  

• Experience with governance frameworks, SDLC, Agile processes, change management, and Finance transformation initiatives.  

Preferred  

• Experience with Workday Adaptive Planning.  

• Experience working with managed service providers, offshore teams, or external application support partners.  

• Experience with Workday, Snowflake, Tableau, or enterprise data platforms.  

Compensation and 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. Here are some examples of the offerings we provide:

• 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

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