OneStream Software Logo

OneStream Software

OneStream Lead Consultant

Posted 4 Days Ago
Be an Early Applicant
Remote
Hiring Remotely in USA
114K-148K Annually
Senior level
Remote
Hiring Remotely in USA
114K-148K Annually
Senior level
The OneStream Lead Consultant will implement financial reporting solutions using OneStream, manage projects, mentor team members, and engage with customers to enhance business performance management solutions.
The summary above was generated by AI

ONESTREAM LEAD CONSULTANT
Location:                   Remote, USA

Employment Type: Full-Time

Benefits Offered:     Vision, Medical, Life, Dental, 401K

Gross annual base salary: USD – 114,000 -148,000 (Additional variable compensation and benefits may apply. Total compensation is based on experience, skills, and location using objective, job-related criteria)


Summary

This position will provide an integral consultative component to our customer’s ongoing efforts to expedite the ROI and maximize the effectiveness of their business performance management solutions, especially OneStream . Consultants are responsible for providing solutions by working with customers to develop applications primarily for financial reporting. A Consultant has hands-on knowledge of OneStream and a track record of successful implementations as well as core product training. A Consultant completes the implementation work in a timely manner and can assist in validating the requirements and design of the application.


A Consultant performs the routine and non-routine activities in each area of responsibility independently, with minimal coaching and supervision. OneStream Consultants typically work together with customer resources and frequently with a team of other consultants to implement complex web-based Business Performance Management solutions. Teamwork is an important function of this role. The ideal candidate possesses experience working in finance organizations, with sound understanding of the nature of work performed by financial analysts, controllers, finance directors, and CFOs.



Primary Duties and Responsibilities

  • Demonstrate the core/advanced functionality of single solution on the OneStream platform
  • Engage in conversations with Sales to discuss implementation of a use case at current or prior customer (or employer)
  • Delegate tasks to and mentor other members of the team
  • Independently complete implementation work and project documentation
  • Review and finalize documentation and application elements prepared by other junior team members
  • Lead troubleshooting and resolution of application issues
  • Lead a full multi-solution design session; prepare complete design document.
  • Assist in identifying roles and responsibilities for projects
  • Provide feedback on team performance
  • Responsible for managing small projects in accordance with the PRIME methodology
  • Create and maintain project financials, project plan, and status reporting
  • Propose session ideas for Splash
  • Author Blog Posts for OneCommunity
  • Identify and recreate issues for tracking and resolution with product development
  • Conduct customer training
  • Lead customer meetings, manage customer relationship
  • Foster a knowledge sharing culture within the OneStream community
  • Present topics to the department during ad-hoc calls and at the annual summit Lunch & Learn knowledge share sessions
  • Participate in OneCommunity forums

Required Education and Experience

  • Bachelor's degree in fields such as (but not limited to) Accounting, Business, Finance, Information Systems, Mathematics, or CIS, or equivalent work experience.
  • 8+ years of Implementing CPM Solutions, with 3+ years Implementing OneStream
  • An active OneStream Certified Professional (OCP) – Core Platform Architect digital credential
  • Extensive experience with SQL, C#, VB.NET or similar programming experience 
  • High degree of proficiency with MS Office and data modeling skills
  • Deep understanding of financial accounting and/or planning processes
  • Strong critical thinking and analytical background (consulting, banking, research)
  • Superior presentation skills
  • Strong technical skills/background as it relates to product implementation
  • Prior Experience with databases (Oracle, Essbase, etc.)

 Preferred Education and Experience

  • Other OneStream Certification(s) digital credentials or micro-credentials
  • Master’s degree in Business, Accounting, Finance, or Information Technology.
  • A professional accounting designation (e.g. CPA, CMA, CGA, CA), advanced degrees (MBA, MFA), and/or other professional designations or certifications (applicable to accounting/finance and information technology)
  • Prior experience with any of the following products is a plus:
    • SAP Outlooksoft BPC
    • SAP BOFC (Cartesis)
    • HFM (Hyperion Financial Management)
    • FDM (Financial Data Quality Management) or UpStream
    • Hyperion Planning
    • Hyperion Essbase
    • IBM Cognos

Knowledge, Skills, and Abilities

  • Ability to apply software knowledge to functional business requirements by leading requirements, scoping, and design sessions
  • Ability to create and finalize project documentation per PRIME Methodology guidelines
  • Ability to apply basic standard project management principles and practices to deliver results
  • Ability to design a solid foundational OneStream core application using extensibility
  • Ability to write complex OneStream business rules and member formulas of any type
  • Ability to design, build and customize any OneStream built solutions and accelerators that can be downloaded from the Solution Exchange
  • Increasing ability to take on more senior roles in implementations 

Travel 

Travel Requirement: Regular travel is a critical part of this role and a willingness to travel up to 80-100% of work time is required.


Who We Are

OneStream is how today’s Finance teams can go beyond just reporting on the past and Take Finance Further™ by steering the business to the future. It’s the only enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the CFO to become a critical driver of business strategy and execution. Our vision is to be the operating system for modern finance, digitizing core financial functions and empowering the CFO to become a critical driver of business strategy. To learn more visit www.onestream.com.


Why Join The OneStream Team

  • Transparency around corporate structure, salary, and benefits
  • Core value of customer success
  • Variety of project work (not industry-specific) 
  • Strong culture and camaraderie
  • Multiple training opportunities

Benefits at OneStream  

OneStream employees are passionate, hardworking individuals who go above and beyond to keep our customers happy and follow through on our mission statement. They consistently deliver the best and in turn, we make every effort to keep them cared for and happy. A sample of the benefits we provide are:

  • Excellent Medical Plan
  • Dental & Vision Insurance
  • Life Insurance
  • Short & Long Term Disability
  • Vacation Time
  • Paid Holidays
  • Professional Development
  • Retirement Plan

All candidates must be legally authorized to work for any company in the country where this position is located without sponsorship.


OneStream is an Equal Opportunity Employer. 

#LI-KT1 #LI-Remote

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Similar Jobs

3 Hours Ago
Remote or Hybrid
9 Locations
150K-200K Annually
Senior level
150K-200K Annually
Senior level
Fintech • Software • Financial Services
The role involves generating new business within Independent Broker Dealers, supporting client engagement, managing fund selection, and collaborating on product marketing and sales strategies.
Top Skills: Microsoft SuiteSalesforce
3 Hours Ago
In-Office or Remote
222K-349K Annually
Senior level
222K-349K Annually
Senior level
Cloud • Information Technology • Productivity • Security • Software • App development • Automation
Lead the design vision for Jira's AI transformation, managing a team of designers to create experiences where AI systems collaborate with human teams.
Top Skills: Agentic SystemsAi PlatformsLlm BehaviorSystem Design
3 Hours Ago
In-Office or Remote
147K-230K Annually
Senior level
147K-230K Annually
Senior level
Cloud • Information Technology • Productivity • Security • Software • App development • Automation
Design and improve systems architecture, manage production Kubernetes clusters, automate deployments, optimize database infrastructure, and handle customer interactions for complex infrastructure needs.
Top Skills: ArgocdFedrampHipaaIso 27001KubernetesPostgresRuby on RailsSoc 2Terraform

What you need to know about the Colorado Tech Scene

With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.

Key Facts About Colorado Tech

  • Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
  • Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
  • Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
  • Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
  • Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account