OneStream Lead Consultant

Posted 6 Days Ago
Be an Early Applicant
Hiring Remotely in USA
Remote
114K-148K Annually
Senior level
Software • Financial Services
The Role
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.
Summary Generated by Built In

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.

Skills Required

  • Bachelor's degree in Accounting, Business, Finance, Information Systems, Mathematics, or CIS or equivalent work experience
  • 8+ years of Implementing CPM Solutions, with 3+ years Implementing OneStream
  • OneStream Certified Professional (OCP) - Core Platform Architect
  • Extensive experience with SQL, C#, VB.NET or similar programming
  • 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
  • Superior presentation skills
  • Strong technical skills related to product implementation
  • Prior Experience with databases (Oracle, Essbase, etc.)

OneStream Software Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about OneStream Software and has not been reviewed or approved by OneStream Software.

  • Strong & Reliable Incentives Incentive structures in sales and customer-facing roles are robust, with OTEs commonly positioned at or above market and commission plans praised as strong. Variable components and incentive awards are prominent, enabling higher earnings when attainment and territory align.
  • Healthcare Strength Core coverage includes comprehensive medical, dental, and vision insurance, supplemented by an EAP and wellness perks. Employer-facing materials and third‑party summaries consistently position health coverage as a solid element of the package.
  • Leave & Time Off Breadth Time-off programs span vacation, separate sick time, volunteer time, and paid holidays, with a one‑month paid sabbatical after five years. This breadth extends beyond standard PTO alone.

OneStream Software Insights

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The Company
HQ: Rochester, MI
0 Employees

What We Do

OneStream Software provides a market-leading intelligent finance platform that reduces the complexity of financial operations. OneStream™ unleashes the power of finance by unifying corporate performance management (CPM) processes such as planning, financial close & consolidation, reporting, and analytics through a single, extensible solution. We empower the enterprise with financial and operational insights to support faster and more informed decision-making. All in a cloud platform designed to continually evolve and scale with your organization. OneStream is an independent software company backed by private equity investors KKR, D1 Capital Partners, Tiger Global, and IGSB. Our primary mission is to deliver 100% customer success, which we’ve done successfully since our inception. To learn more visit www.onestreamsoftware.com.

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