Engagement Manager - OneStream

SoCode Recruitment; West Midlands; On-site; GBP 70,000 - 110,000; Full time

Job summary

SoCode Recruitment is seeking an Engagement Manager to lead OneStream delivery and finance transformation engagements in the UK. You will act as the primary client contact, oversee end-to-end delivery, manage stakeholders at up to FD/CFO level, and coordinate cross-functional teams to drive successful programmes.

The role requires strong delivery oversight, excellent communication, and commercial acumen, with a focus on account growth and roadmap development for client organisations.

Qualifications

• Proven experience leading engagements in EPM, finance transformation, or enterprise systems delivery.
• Strong client relationship and stakeholder management experience in a consulting or professional services setting.
• Experience overseeing complex system implementations, ideally in finance or data platforms.
• Solid understanding of project delivery methodologies (Agile, Waterfall, or hybrid).
• Excellent communication and commercial awareness with budget/delivery oversight.

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 relationships

Delivery oversight

Project management

Excellent communication

Finance transformation

Tools

OneStream

Anaplan

SAP BPC/SAC

Oracle Hyperion FCCS/PBCS

Board/Tagetik

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