OneStream

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.

Senior Consultant

ConsultantConsultantFull TimeRemote

Location

United States

Posted

36 days ago

Salary

Not specified

One StreamFinancial CloseConsolidationCPMExcelTroubleshootingDashboardsReportingSecurity ModelsBusiness RequirementsUAT

Job Description

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

Join our dynamic Customer Support and Remote Consulting (CSRC) team as a Senior Remote Consultant! In this exciting role, you will be supporting our customers, internal staff, and partners, guiding them through their implementations and ensuring a seamless post-implementation experience. You'll play a crucial part in empowering OneStream customers, partners, and internal teams by providing exceptional support and enablement.

  • Support and enhance the OneStream administrator post go-live
  • Deliver custom solution-based support
  • Offer expert consulting to both partners and internal teams
  • Mentor new peers and lead projects
  • Make quick, sound decisions in a fast-paced environment

Qualifications

  • Degree in a field such as Accounting, Business, Finance, Information Systems, Mathematics, CIS, or equivalent work experience
  • 2+ years of relevant experience (i.e. CPM, software implementations, development, financial/accounting systems)
  • Minimum 24 months of OneStream Consulting experience
  • Functional experience within Financial Close/Consolidation

Requirements

  • Lead Application Reviews or Strategic Technical Projects
  • Provide post project go live support and consulting
  • Troubleshoot data discrepancies and analyze consolidated data
  • Build reports, security models, custom dashboards, and custom event processes
  • Assist during customer transition
  • Gather business requirements regarding application support requests
  • Lead and empower application focused team members
  • Review and approve Knowledge Base documentation
  • Engage with customers and partners to drive application-focused success
  • Submit reports of product issues on behalf of the customer and/or partner
  • Support testing of software enhancements and new functionality
  • Assist in User Application Testing (UAT) of future OneStream software releases
  • Track tasks accomplished, time spent, and milestones completed
  • Effectively communicate throughout the lifecycle of an open case/issue
  • Help build and test content for Trainings and events

Preferred Education and Experience

  • Master’s degree in business, Accounting, Finance or Information Technology
  • A professional accounting designation (e.g. CPA, CMA, CGA, CA)
  • Experience with VB.net or Visual Basic
  • OneStream Certified Associate
  • Experience with Corporate/Enterprise performance management (CPM/EPM) software products

Knowledge, Skills, and Abilities

  • Demonstrate Consulting principles in daily work
  • Ability to understand, analyze, and articulate common business processes
  • High-level understanding of financial concepts
  • Ability to troubleshoot without supervision
  • Ability to manage project deliverables and complete multiple tasks on time
  • Outstanding MS Office skills, specifically with Excel
  • Strong critical thinking and analytical background
  • Organized with strong decision-making skills
  • Excellent verbal and written communication skills
  • Self-motivated and self-starter
  • Ability to evaluate pros and cons and prioritize tasks
  • Comfortable communicating with all levels of management

Travel

  • Travel Requirement: 5-10%

Benefits

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

Job Requirements

  • Degree in a field such as Accounting, Business, Finance, Information Systems, Mathematics, CIS, or equivalent work experience
  • 2+ years of relevant experience (i.e. CPM, software implementations, development, financial/accounting systems)
  • Minimum 24 months of OneStream Consulting experience
  • Functional experience within Financial Close/Consolidation
  • Lead Application Reviews or Strategic Technical Projects
  • Provide post project go live support and consulting
  • Troubleshoot data discrepancies and analyze consolidated data
  • Build reports, security models, custom dashboards, and custom event processes
  • Assist during customer transition
  • Gather business requirements regarding application support requests
  • Lead and empower application focused team members
  • Review and approve Knowledge Base documentation
  • Engage with customers and partners to drive application-focused success
  • Submit reports of product issues on behalf of the customer and/or partner
  • Support testing of software enhancements and new functionality
  • Assist in User Application Testing (UAT) of future OneStream software releases
  • Track tasks accomplished, time spent, and milestones completed
  • Effectively communicate throughout the lifecycle of an open case/issue
  • Help build and test content for Trainings and events
  • Preferred Education and Experience
  • Master’s degree in business, Accounting, Finance or Information Technology
  • A professional accounting designation (e.g. CPA, CMA, CGA, CA)
  • Experience with VB.net or Visual Basic
  • OneStream Certified Associate
  • Experience with Corporate/Enterprise performance management (CPM/EPM) software products
  • Knowledge, Skills, and Abilities
  • Demonstrate Consulting principles in daily work
  • Ability to understand, analyze, and articulate common business processes
  • High-level understanding of financial concepts
  • Ability to troubleshoot without supervision
  • Ability to manage project deliverables and complete multiple tasks on time
  • Outstanding MS Office skills, specifically with Excel
  • Strong critical thinking and analytical background
  • Organized with strong decision-making skills
  • Excellent verbal and written communication skills
  • Self-motivated and self-starter
  • Ability to evaluate pros and cons and prioritize tasks
  • Comfortable communicating with all levels of management
  • Travel
  • Travel Requirement: 5-10%

Benefits

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

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