Engagement Manager - OneStream

SoCode Recruitment; Wakefield; On-site; GBP 65,000 - 90,000; Full time

Job summary

SoCode Recruitment is seeking an Engagement Manager to lead OneStream engagements and finance transformation programmes in a consulting environment. You will act as the primary client contact, oversee end-to-end delivery, and manage stakeholders up to CFO level across cross-functional teams.

The role requires strong programme management, experience with EPM platforms (OneStream preferred, others considered), and a solid grasp of Agile/Waterfall delivery.

Qualifications

• Proven experience as Engagement Manager, Project Manager, or Programme Manager within EPM, Finance Transformation, or Enterprise Systems delivery.
• Strong experience managing client relationships and stakeholders in a consulting or professional services environment.
• Experience overseeing complex system implementations (ideally within finance or data platforms).
• Strong understanding of project delivery methodologies (Agile, Waterfall, or hybrid).
• Excellent communication and stakeholder management skills.
• Commercial awareness with experience managing budgets and delivery performance.

Responsibilities

• Act as the primary client contact across OneStream implementation and optimisation projects.
• Oversee end-to-end delivery, ensuring projects are delivered on time, within scope, and to a high standard.
• Manage client stakeholders, often up to Finance Director / CFO level.
• Coordinate cross-functional delivery teams including Solution Architects, Consultants, and Developers.
• Monitor project progress, risks, and dependencies, ensuring proactive issue resolution.
• Support commercial management, including budget tracking, utilisation, and margin oversight.
• Identify opportunities for account growth, including upsell and follow-on project work.
• Contribute to programme planning and roadmap development for clients.

Skills

Client relationship management

Stakeholder management

Delivery oversight

Finance transformation

Project management

Commercial awareness

Budget management

OneStream

Tools

OneStream

Anaplan

SAP BPC/SAC

Oracle Hyperion

Board

Job description

Engagement Manager – OneStream

We are currently supporting a growing OneStream consultancy who are looking to hire an Engagement Manager to support the delivery of complex finance transformation programmes..

This role will suit someone who combines strong client-facing skills, delivery oversight, and commercial awareness, and is looking to play a key role in managing enterprise scale engagements.

Key Responsibilities

• Act as the primary client contact across OneStream implementation and optimisation projects
• Oversee end-to-end delivery, ensuring projects are delivered on time, within scope, and to a high standard
• Manage client stakeholders, often up to Finance Director / CFO level
• Coordinate cross-functional delivery teams including Solution Architects, Consultants, and Developers
• Monitor project progress, risks, and dependencies, ensuring proactive issue resolution
• Support commercial management, including budget tracking, utilisation, and margin oversight
• Identify opportunities for account growth, including upsell and follow-on project work
• Contribute to programme planning and roadmap development for clients

Required Experience

• Proven experience as an Engagement Manager, Project Manager, or Programme Manager within EPM, Finance Transformation, or Enterprise Systems delivery
• Strong experience managing client relationships and stakeholders in a consulting or professional services environment
• Experience overseeing complex system implementations (ideally within finance or data platforms)
• Strong understanding of project delivery methodologies (Agile, Waterfall, or hybrid)
• Excellent communication and stakeholder management skills
• Commercial awareness with experience managing budgets and delivery performance

EPM Experience

Experience with OneStream is highly desirable, however, we are open to candidates from other EPM platforms, including:

• Anaplan
• SAP (BPC, SAC)
• Oracle (Hyperion / FCCS / PBCS)
• Tagetik
• Board