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Epm Analyst Jobs (NOW HIRING)

Morningstar, Inc.

Senior EPM Solutions Analyst

Chicago, IL · On-site

$88K - $109K/yr

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 ...

Keyrus EPM

EPM Consultant

Manhattan, NY · On-site

... of EPM software and assist with system testing. - Resolve and articulate technical issues ... IBM TM1/Planning Analytics (PA), Oracle Hyperion, SAP SAC, Tagetik, Board, Pigment, or OneStream ...

Keyrus EPM

EPM Consultant

Manhattan, NY · On-site

... of EPM software and assist with system testing. - Resolve and articulate technical issues ... IBM TM1/Planning Analytics (PA), Oracle Hyperion, SAP SAC, Tagetik, Board, Pigment, or OneStream ...

Rivian

Sr. Analyst, EPM

Riverdale, GA · On-site

$98K - $123K/yr

... EPM best practices and monthly updates. * Basic knowledge of SQL, Python, scripting languages, and other relevant technologies for automation. * Strong analytical and problem-solving skills.

Rivian

Sr. Analyst, EPM

Atlanta, GA · On-site

$98.50 - $123.10/hr

... EPM best practices and monthly updates. * Basic knowledge of SQL, Python, scripting languages, and other relevant technologies for automation. * Strong analytical and problem-solving skills.

Rivian

Sr. Analyst, EPM

East Point, GA · On-site

$98.50 - $123.10/hr

... EPM best practices and monthly updates. * Basic knowledge of SQL, Python, scripting languages, and other relevant technologies for automation. * Strong analytical and problem-solving skills.

Rivian

Sr. Analyst, EPM

Riverdale, GA · On-site

$98K - $123K/yr

... EPM best practices and monthly updates. * Basic knowledge of SQL, Python, scripting languages, and other relevant technologies for automation. * Strong analytical and problem-solving skills.

SAS

Senior FP&A Planning Analyst (Oracle EPM)

Cary, NC · On-site +1

$80K - $99K/yr

... Analyst (Oracle EPM) Hybrid - Cary, North Carolina or US - Remote We're a leader in data and AI. Through our software and services, we inspire customers around the world to transform data into ...

SAS

Senior FP&A Planning Analyst (Oracle EPM)

Cary, NC · On-site +1

$80K - $99K/yr

... Analyst (Oracle EPM) Hybrid - Cary, North Carolina or US - Remote We're a leader in data and AI. Through our software and services, we inspire customers around the world to transform data into ...

Sapsol Technologies Inc

Oracle EPM

Alpharetta, GA · On-site

Mentor junior engineers and functional analysts. Collaborate with Finance, Accounting, FP&A, and ... Extensive experience with EPM Cloud (Enterprise Performance Management) and EPBCS (Enterprise ...

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Epm Analyst information

What is the difference between Epm Analyst vs Data Analyst?

AspectEpm AnalystData Analyst
Required CredentialsBachelor's in Finance, Accounting, or related field; certifications like CPA or CMABachelor's in Statistics, Mathematics, or related field; certifications like CAP or Microsoft Data certifications
Work EnvironmentFinance departments, corporate planning teams, enterprise performance management systemsBusiness intelligence teams, data departments, analytics platforms
Employer & Industry UsageFinance, corporate planning, enterprise software companiesTech, marketing, healthcare, finance, and various industries

The main difference between an Epm Analyst and a Data Analyst lies in their focus areas. Epm Analysts specialize in enterprise performance management systems, financial planning, and budgeting, often working within finance departments. Data Analysts, on the other hand, focus on analyzing large datasets to generate insights across various business functions. While both roles require strong analytical skills and similar certifications, their work environments and industry applications differ significantly.

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Infographic showing various Epm Analyst job openings in the United States as of August 2026, with employment types broken down into 89% Full Time, 5% Part Time, and 6% Contract. Highlights an 80% Physical, 9% Hybrid, and 11% Remote job distribution.

Senior EPM Solutions Analyst

Morningstar, Inc.

Chicago, IL • On-site

$88K - $109K/yr

Full-time

Medical, Dental, Life, Retirement

Posted 12 days ago

MorningStar Senior Living rating

6.7

Company rating: 6.7 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

63rd of 242 rated social care providers

Job description

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 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.

Qualifications
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.

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

Total Cash Compensation Range
$114,100.00-167,350.00
Inclusive of annual base salary and target incentive
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. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

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