Consultant

Location: Remote, USA

Employment Type: Full-Time

Compensation: $68,000 - $85,000 (Range applies to US candidates only) + Benefits/Variable Comp/Equity - Range may vary based on experience.

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

Summary

The OneStream Consultant plays a pivotal role in accelerating customers’ return on investment and optimizing the impact of their OneStream solutions. Acting as a trusted advisor, the Consultant partners closely with clients to design and implement tailored financial reporting applications that drive strategic value.

With proven hands-on expertise in OneStream and a history of successful deployments, the Consultant ensures timely execution of implementation projects while validating application requirements and design. Operating with a high degree of autonomy, they contribute both independently and collaboratively within cross-functional teams to deliver complex, web-based performance management solutions.

Ideal candidates bring a strong background in finance, with a deep understanding of the workflows and priorities of financial analysts, controllers, finance directors, and CFOs. This role demands not only technical proficiency but also a consultative mindset and a commitment to teamwork and client success.

Primary Duties and Responsibilities

• Build extensible cubes & metadata, data sources, transformation rules, forms, journal templates, workflows.
• Migrate the various OneStream (OS) application (metadata, CV's, Dashboards, etc) and system (security, custom tables, etc) artifacts.
• Write certification questions.
• Write cube views, report books, dashboards (reports & charts,) custom workspace dashboards, quick views.
• Write basic conditional business rules and basic XFBR business rules.
• Write application & project documentation.
• Communicate effectively with the project team as well as the customer’s senior management team.
• Conduct customer training.
• Act as an onboarding guide/mentor to new Consultants.
• Produce project documentation including status reports, design documentation framework, application documentation, end-user training materials, test scripts, validation templates, etc.
• 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, CIS, OR equivalent work experience.
• 2 – 5 years work experience with Corporate Performance Management (CPM) software experience
• Demonstrated experience with MS Office and data modeling skills.
• Knowledge of financial accounting processes.
• Strong critical thinking and analytical background (consulting, banking, research).
• Strong technical skills/background as it relates to product implementation.
• Experience with databases (Oracle, Essbase, etc.).

Preferred Education and Experience

• 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).
• Experience with VB.net or Visual Basic. Any object-oriented programing a plus.
• 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
  • Anaplan
  • Or Other Corporate Performance Management (CPM) Software solutions

Knowledge, Skills, and Abilities

• Superior presentation skills.
• Strong analytical skills.
• Creative and innovative as it pertains to problem solving.
• Strong presentation and customer service skills.
• Self-directed, ability to manage time independently and with minimal supervision.
• Knowledge of financial accounting processes.
• Ability to interact with customers with a high degree of professionalism.

Travel

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