The Finance Technology Product Owner role supports Morningstar’s Finance organization through ownership and execution of the Finance Technology roadmap across core enterprise platforms, including Oracle E-Business Suite (EBS), Coupa, and Concur.
Role Overview
Join Morningstar’s Central Technology team as a Finance Technology Product Owner. You will coordinate with Finance business stakeholders, technology development leaders, engineers, QA, and other team members to deliver scalable solutions for procurement, expense management, and core financial operations.
Location and Work Style
The position is based out of the Chicago office in a hybrid work arrangement. Morningstar’s hybrid environment provides the opportunity to collaborate in person each week; in most locations, four days in-office each week.
Responsibilities
- Collaborate with development teams and business stakeholders to help set short-term, medium-term, and strategic priorities for Morningstar’s Finance Technology platforms, including Oracle EBS, Coupa, and Concur.
- Work with stakeholders across Finance, Procurement, Accounts Payable, and Travel & Expense to define and document requirements and user stories for new product features and enhancements.
- Own and execute the product roadmap for Oracle EBS (General Ledger, Accounts Payable, Accounts Receivable, and related modules), Coupa (procure-to-pay), and Concur (travel and expense) using Agile principles to manage the backlog and plan iterations.
- Partner with stakeholders to support quote-to-cash, procure-to-pay, and record-to-report processes, ensuring system capabilities align with finance operations and controls.
- Lead scrum meetings and associated ceremonies to maintain clear communication and an efficient workflow across business and technical teams.
- Define product vision and identify opportunities to streamline, automate, and improve financial systems and processes.
- Coordinate platform upgrades, patches, integrations, and data flows between Oracle EBS, Coupa, Concur, and other enterprise systems.
- Support compliance, audit, and internal controls requirements (including SOX) by ensuring proper documentation, approvals, and traceability within financial systems.
- Manage the program documentation repository and help deliver presentations on program updates.
- Track and report key performance metrics.
- Leverage AI across central technology to support automation and drive insights.
- Partner with vendors and assist with regular vendor communications, including Oracle, Coupa, and SAP Concur.
Required Qualifications
- Bachelor’s degree and 4-5 years of product management or business systems analyst experience.
- Hands-on experience with one or more enterprise finance platforms: Oracle E-Business Suite (EBS), Coupa, or Concur.
- Working knowledge of core finance and accounting processes such as procure-to-pay, accounts payable, expense management, and the general ledger.
- Strong problem-solving, analytical, and planning skills.
- Ability to excel in a fast-paced global environment while delivering high-quality work.
- Ability to translate complex technical decisions into simple and understandable business outcomes.
- Extremely high-quality standards for documentation, including defining problem statements, writing product specifications, and defining acceptance criteria.
- Go-getter attitude with self-direction, attention to detail, and strong interpersonal skills.
- Excellent time management and organizational skills, with the ability to create structure from ambiguous situations.
- Working Agile experience, including Scrum methodology and tools such as JIRA or equivalent story writing systems, with familiarity across backlog practices, sprint backlog creation, story estimation and prioritization, user story creation, and acceptance criteria.
- Strong people skills to support collaboration across functions and organizations.
- Experience with Oracle ERP implementations, configurations, migrations, data conversions, customizations, and integrations with internal and external systems, including banks, payment processors, and enterprise reporting platforms.
- Strong knowledge of software development and coding principles and methodologies.
Preferred Qualifications
- Familiarity with key Oracle ERP data models including TCA, Accounts Receivable, Accounts Payable, and Service Contracts.
- Experience with Oracle EPM solutions (PBCS, FCCS, ARCS, and Narrative Reporting).
- Experience with system integrations, financial data flows, or reporting.
- Experience supporting compliance and internal controls (e.g., SOX) within financial systems.
- Experience in financial services.
Technologies
Oracle E-Business Suite (EBS), Oracle EBS, Coupa, Concur, Oracle ERP, Oracle EPM solutions (PBCS, FCCS, ARCS, Narrative Reporting), JIRA, Scrum, Agile, SOX, SAP Concur.
Compensation
- Annual base plus target incentive range: USD 151,975 - 233,025 (inclusive of annual base salary and target incentive).
Benefits
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company-provided life insurance - 1x salary + commission
- 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
- 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
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups
Additional Role Details
This is a pivotal role in executing the Finance Technology roadmap across Oracle E-Business Suite (EBS), Coupa, and Concur. It requires a blend of project management expertise and finance process and enterprise application experience to support delivery of high-quality, scalable solutions across procurement, expense management, and core financial operations.
