OneStream Principal Consultant

Posted 2 Days Ago
Be an Early Applicant
Hiring Remotely in USA
Remote
131K-170K Annually
Expert/Leader
Software • Financial Services
The Role
Lead OneStream XF implementations: scope projects, own builds, mentor juniors, produce design and documentation, troubleshoot issues, run trainings, manage small projects and client relationships to deliver financial reporting solutions.
Summary Generated by Built In

ONESTREAM PRINCIPAL CONSULTANT
Location:                   Remote, USA

Employment Type: Full-Time

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

Gross annual base salary: USD – 131,000 -170,000 (Additional variable compensation and benefits may apply. Total compensation is based on experience, skills, and location using objective, job-related criteria)

 

Summary

This Principal Consultant will provide an integral consultative component to our customers’ ongoing efforts to expedite the ROI and maximize the effectiveness of their business performance management solutions, especially OneStream XF. 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

  • Work with clients on scoping specific projects, and then work with the client to produce measurable results.
  • Independently own entire build process.
  • Become intimately familiar with OneStream’s engagement methodology and service offerings, as well as the partner solution offerings within their respective practice.
  • Assist in pre-sales efforts to explain our services offerings to prospective customers.
  • Demonstrate the core/advanced functionality of single solution on the platform through Proof of Concept.
  • Engage in conversations with Sales to discuss implementation of a use case at current or prior customer (or employer).
  • Delegate tasks to and mentor junior members of the team.
  • Independently complete implementation work and project documentation.
  • Review and finalize documentation and application elements prepared by 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.
  • Mentor less experienced consultants.
  • Contribute to OneCommunity.
  • Identify and recreate issues for tracking and resolution with product development.
  • Conduct customer training.
  • Lead customer meetings, manage customer relationships.
  • Submit timesheet & expense reports timely.

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.
  • 12+ years of relevant work experience.
  • 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 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

  • Master 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 design complex solutions
  • Ability to design, build and customize Task Manager, Parcel Service, Guided Reporting, Specialty Planning Solutions,
  • Transaction Matching, RCM, ACM
  • Increasing ability to take on more senior roles in implementations including leadership roles with little supervision
  • Ability to speak in general about infrastructure hardware, installation, and configuration
  • Ability to speak about functionality in new releases
  • Ability to write complex seeding rules, custom transformation rules, CF rule
  • Ability to write allocations and custom consolidation rules
  • Ability to write complex XFBR business rules. 

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, CIS, or equivalent work experience.
  • 12+ years of relevant work experience.
  • Hands-on knowledge of OneStream XF with a track record of successful implementations and core product training.
  • Extensive experience with SQL, C#, VB.NET or similar programming languages.
  • High degree of proficiency with Microsoft Office and data modeling skills.
  • Deep understanding of financial accounting processes.
  • Strong critical thinking and analytical background (consulting, banking, research).
  • Superior presentation and client-facing communication skills.
  • Strong technical skills related to product implementation and ability to speak about infrastructure, installation, and configuration.
  • Prior experience with databases (Oracle, Essbase, etc.).
  • Ability to write complex seeding rules, custom transformation rules, CF rules, allocations, custom consolidation rules, and XFBR business rules.
  • Ability to design, build and customize Task Manager, Parcel Service, Guided Reporting, Specialty Planning Solutions, Transaction Matching, RCM, ACM.
  • Master's degree in Business, Accounting, Finance, or Information Technology.
  • Professional accounting designation (CPA, CMA, CGA, CA), advanced degrees (MBA, MFA), or other relevant certifications.
  • Prior experience with SAP Outlooksoft BPC, SAP BOFC (Cartesis), HFM (Hyperion Financial Management), FDM or UpStream, Hyperion Planning, Hyperion Essbase, or IBM Cognos.

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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