OneStream Senior Consultant

Senior Consultant

Location:                    Remote, USA

Employment Type:   Full-Time

Compensation:          $104,000 - $130,000 (Range applies to US candidates only) + Benefits/Variable Comp/Equity - Range may vary based on experience. 

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

 

Summary

 A Senior Services Consultant at OneStream plays a pivotal role in the successful implementation and delivery of OneStream’s unified platform to customers. This position involves supporting customers, internal staff, and partners throughout the implementation process, ensuring a seamless experience. Strong teamwork, communication, and problem-solving skills are essential, along with the ability to confidently present OneStream’s value proposition and technology benefits.

Key responsibilities include working closely with Lead and Junior staff through all phases of the implementation, from requirements and design to build, testing, and rollout.

The ideal candidate will possess a strong knowledge of the OneStream platform, prior implementation experience, and core product training to deliver high-quality solutions that meet customer needs. Additionally, the role requires owning independent workstreams and delivering customer solutions with minimal supervision.

We seek someone who can think on their feet, make quick, sound decisions, and thrive in a fast-paced environment!

 

Primary Duties and Responsibilities 

• Build extensible cubes & metadata, data sources, transformation rules, forms, journal templates, workflows
• Migrate the various OS application (metadata, CV's, Dashboards, etc) and system (security, custom tables, etc) artifacts
• Write certification questions
• Exhibit full proficiency in writing cube views, report books, dashboards, custom dashboards, quick views
• Produce initial drafts of all project documentation for review
• Assist in leading Requirements and Design meetings
• Recommend potential solutions to senior team member(s)
• Write increasingly complex Business Rules (BR)
• Write basic seeding rules, custom transformation rules, CF rules, parser business rules, conditional business rules, cube view extender rules, dashboard extender rules, and extensibility rules
• Identify opportunities for expanding OneStream’s business in existing clients
• Engage in conversations with Sales to discuss implementation of a use case at current or prior customer (or employer)
• Assist in validating the requirements and design
• Support troubleshooting and resolution of application issues
• Support, mentor, onboard junior team members
• Work closely with customer on informal knowledge transfer
• Respond to support requests for most basic and build tasks
• Participate in Regional, North America, and Global practice calls
• Present Lunch & Learn knowledge share sessions
• Respond to Inquiries from OneStream Employees via OneCommunity
• Compile & distribute Weekly Status Reports

 

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
• 5+ years of Corporate/Enterprise Performance Management (CPM/EPM) software implementation experience
• 2+ Years OneStream Experience software implementation experience
• Experience with SQL and relational databases
• Experience with VB.NET and/or C#.
• Proficiency with MS Office and data modeling skills
• In-depth knowledge 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/BFC (Cartesis)
• HFM (Hyperion Financial Management),FDM (Financial Data Quality Management),Hyperion Planning,Hyperion Essbase
• IBM Cognos

 

Knowledge, Skills, and Abilities

• Demonstrate Consulting principles in daily work and follows processes consistently

• Comfortable interacting with customers and speak intelligently about CPM vision and MarketPlace solutions

• Financial Skills (high-level understanding of financial concepts, intercompany eliminations, General Ledgers, debits, credits, etc.) 
• Technical skills/background as it relates to software
• Outstanding MS Office skills, specifically with Excel
• Strong critical thinking and analytical background
• Organization & prioritization skills 
• Excellent verbal and written communication 
• Ability to effectively operate independently or in a team environment 
• Ability to manage more senior project deliverables and complete multiple tasks on time with specific requirements

• Ability to lead parts of design sessions and create drafts of project documentation, for review by project lead

 

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.
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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.