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Manager, OneStream Remote Consulting (CPM/EPM)

OneStream Software

Manchester

Hybrid

GBP 50,000 - 90,000

Full time

14 days ago

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Job summary

An established industry player is seeking a dynamic leader to manage their Remote Consulting team. This role involves guiding a talented group of consultants, ensuring they deliver exceptional service during implementation and beyond. You will be responsible for staffing, mentoring, and overseeing strategic projects while collaborating with management to achieve departmental goals. If you are passionate about customer success and have a strong background in finance and consulting, this is the perfect opportunity to make a significant impact in a collaborative and innovative environment.

Benefits

Transparency around corporate structure
Core value of customer success
Variety of project work
Strong culture and camaraderie
Multiple training opportunities

Qualifications

  • 5+ years in CPM/EPM support with 2+ years in a supervisory role.
  • Experience with project management and budgeting is preferred.

Responsibilities

  • Manage Remote Consulting team and develop individual skillsets.
  • Oversee consulting projects and provide guidance on processes.
  • Conduct team meetings and performance reviews.

Skills

Communication Skills
Leadership Skills
Project Management
Organizational Skills
Customer Service Skills
Financial Skills

Education

Four-year college degree in Accounting, Business, Finance, Information Systems
Professional accounting designation (e.g. CPA, CMA)

Tools

MS Office (Excel)
OneStream Software
SAP Outlooksoft BPC
IBM Cognos

Job description

Manager, OneStream Remote Consulting

Location: Hybrid, Manchester, UK
Employment Type: Full-Time

Summary
We’re seeking a strong leader to manage one of our Remote Consulting teams. The Remote Consulting team is a group of individuals that support our customers and partners, both during the implementation phase and for the post-implementation experience. In addition to managing the day-to-day activities and staffing of your team contributors, as Manager, Remote Consulting, you will serve as a point of guidance for the team as they resolve customer issues, navigate consulting projects, and require input on processes. In this role you’ll be heavily collaborating with other members of the Remote Consulting management team to execute on strategic goals and initiatives for the department.

Primary Duties and Responsibilities

  1. Manage Remote Consulting team members by developing skillsets, monitoring individual growth, and performing semi-annual reviews.
  2. Provide team members with the opportunity to meet one-to-one and conduct weekly team meetings.
  3. Review cases in the queue and provide guidance on process and case etiquette when needed.
  4. Review and approve SOW’s.
  5. Review timesheet reporting for correctness and coach towards team utilization targets.
  6. Meet with customers and partners to pitch and discuss consulting services and SOW contracts.
  7. Staff medium/large sized consulting projects with your individual contributors.
  8. Utilize team reporting metrics and processes to help meet department goals and objectives.
  9. Develop and update team processes, policies, and documentation.
  10. Create and update learning materials (i.e. KB articles, lunch & learns, training paths, onboarding, etc.)
  11. Oversee strategic or large consulting projects.
  12. Provide project status updates to Remote Consulting leadership.
  13. Action escalations that require manager input.

Required Education and Experience

  1. Four-year college degree in fields such as (but not limited to) Accounting, Business, Finance, Information Systems, CIS, or equivalent work experience.
  2. 5+ years experience in CPM/EPM support/Implementation environment, with 2+ years in a Team Lead/Supervisory capacity.

Preferred Education and Experience

  1. OneStream Software Consulting experience would be desirable.
  2. Hands-on experience with project management and budgeting.
  3. 2-5 years of experience consulting for CPM/EPM software implementations.
  4. 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).
  5. Prior experience with any of the following products is a plus:
  • OneStream
  • SAP Outlooksoft BPC
  • SAP BOFC (Cartesis)
  • HFM (Hyperion Financial Management)
  • FDM (Financial Data Quality Management) or UpStream
  • Hyperion Planning
  • Hyperion Essbase
  • IBM Cognos
  • SQL
  • Or other EPM solutions.

Knowledge, Skills, and Abilities

  1. Excellent communication and leadership skills.
  2. Ability to manage project deliverables and complete multiple tasks on time with specific requirements.
  3. Ability to make sound decisions.
  4. Strong organizational skills and attention to detail.
  5. Presentation skills and strong interpersonal communication abilities.
  6. Excellent customer service skills.
  7. Team player.
  8. Self-directed, motivated, reliable and strong desire to succeed.
  9. Integrity.
  10. Capacity Planning.
  11. Ability to make and manage budgets.
  12. Ability to take requirements and scope out a project.
  13. Financial Skills (in-depth understanding of financial concepts, intercompany eliminations, General Ledgers, debits, credits, etc.).
  14. Outstanding MS Office skills, specifically with Excel.

Supervisory Responsibilities

Will manage a team of Remote Consultants.

Travel

Regular travel is not expected for this position; however, travel may arise as necessary.

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.

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-Hybrid

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