Finance Technology Product Owner

Morningstar’s Central Technology team is seeking a Finance Technology Product Owner to support the Finance organization by driving and executing the Finance Technology roadmap. This role coordinates with Finance and technology teams to deliver scalable capabilities across Oracle E-Business Suite (EBS), Coupa, and Concur.

Role Overview

The position is based out of the Chicago office on a hybrid schedule. You will play a central role in delivering the Finance Technology roadmap across core enterprise platforms, coordinating with business stakeholders, technology development leaders, engineers, QA, and other supporting functions.

The scope spans procurement, expense management, and core financial operations. The role blends product execution with finance process knowledge and enterprise application experience to support delivery of high-quality solutions.

Key Responsibilities

• Collaborate with development and business stakeholders to define short-term, medium-term, and strategic priorities for Morningstar’s Finance Technology platforms, including Oracle EBS, Coupa, and Concur.
• Partner with stakeholders across Finance, Procurement, Accounts Payable, and Travel & Expense to define and write requirements and user stories for new 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), applying Agile principles to manage backlog and plan iterations.
• Support quote-to-cash, procure-to-pay, and record-to-report processes by ensuring system capabilities align with finance operations and controls.
• Lead scrum meetings and ceremonies, maintaining clear communication and an efficient workflow across business and technical teams.
• Establish a clear 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 documentation, approvals, and traceability within financial systems.
• Manage a program documentation repository and support presentations on program updates.
• Track and report key performance metrics.
• Leverage AI across central technology activities to support automation and drive insights.
• Partner with vendors and support ongoing 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, including 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 perform in a fast-paced global environment while delivering high-quality work.
• Capability to translate complex technical decisions into clear business outcomes.
• High-quality documentation standards, including defining problem statements and writing product specifications and acceptance criteria.
• Self-directed, detail-oriented approach with strong interpersonal skills.
• Excellent time management and organizational skills, including creating structure from ambiguous situations.
• Agile experience using Scrum and tools such as JIRA (or equivalent), including story writing, backlog management, sprint backlog planning, estimation, prioritization, user stories, and acceptance criteria.
• Strong people skills to support cross-functional collaboration.
• Experience with Oracle ERP implementations, configurations, migrations, data conversions, customizations, and integrations, including integrations with banks, payment processors, and enterprise reporting platforms.

Preferred Qualifications

• Familiarity with key Oracle ERP data models including TCA, Accounts Receivable, Accounts Payable, and Service Contracts.
• Experience with Oracle EPM solutions such as 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.

Technology Stack

• Oracle E-Business Suite (EBS), Oracle EBS, Oracle ERP
• Coupa
• Concur (SAP Concur)
• Oracle EPM solutions (PBCS, FCCS, ARCS, Narrative Reporting)
• JIRA, Scrum, Agile
• SOX

Compensation and Work Schedule

• Salary: USD 151,975 - 233,025 per year.
• Total Cash Compensation Range: USD 151,975 - 233,025 inclusive of annual base salary and target incentive.
• Hybrid work: Morningstar provides an opportunity to collaborate in-person each week; in most locations, four days in-office each week.

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 and formal mentorship opportunities
• Annual flex stipend: $1,000 annually
• Tuition reimbursement
• Charitable matching gifts program
• Dollars for Doers volunteer program
• Paid volunteering days
• 15+ employee resource and affinity groups