OneStream Remote Consultant (CPM / EPM)

OneStream Software; Birmingham; Remote; USD 104,000 - 130,000; Full time

Job summary

Join a dynamic Customer Support and Remote Consulting team as a Remote Consultant! In this role, you'll empower customers and partners by providing exceptional support and guidance through their implementations. Your responsibilities will include troubleshooting data discrepancies, building reports and integrations, and assisting during customer transitions. This innovative firm values transparency, customer success, and offers a variety of project work. If you're a self-motivated individual with strong analytical skills and a passion for consulting, this opportunity is perfect for you!

Benefits

Vision Insurance

Medical Insurance

Dental Insurance

401K

Vacation Time

Paid Holidays

Professional Development

Short & Long Term Disability

Qualifications

• 1+ year of relevant experience in CPM/financial software implementations.
• Ability to troubleshoot data discrepancies and customer issues.
• Experience with Database Management Systems.

Responsibilities

• Provide post project go-live support and consulting to customers.
• Engage in Application Reviews or Strategic Technical Projects.
• Create Knowledge Base documentation to develop best practices.

Skills

Consulting Principles

Corporate Accounting Knowledge

Troubleshooting

Analytical Skills

MS Office (Excel)

Decision-Making Skills

Education

Degree in Accounting, Business, Finance, Information Systems, Mathematics, or equivalent

Professional Accounting Designation (e.g., CPA, CMA)

Advanced Degrees (MBA, MFA)

Tools

SQL

Oracle

VB.Net

C#

Job description

Description

OneStream Remote Consultant

Location: Remote, USA

Employment Type: Full-Time

Compensation: $104,000 - $130,000 (Range applies to US candidates only) + Benefits/Variable Comp/Equity - Range may vary based on experience.

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

Summary

Join our dynamic Customer Support and Remote Consulting (CSRC) team as a 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.

Your key responsibilities will include supporting and enhancing the OneStream administrator post go-live, delivering custom solution-based support, and offering expert consulting to both partners and internal teams. We're looking for someone who can think on their feet, make quick, sound decisions, and thrive in a fast-paced environment.

We have 2 open positions as below.

1 x Financial Close/Consolidation Focus (Account Reconciliations, Transaction Matching)

1 x Integration Focus (File/Webservice / API's - RestAPI/RestfulAPI, OO Coding VB.Net,C#)

Primary Duties and Responsibilities

• Engage in Application Reviews or Strategic Technical Projects.


• Provide the customer with post project go live support and consulting, tasks might include but are not limited to:
  
  
  
  • Troubleshooting data discrepancies and analysis of consolidated data, customer issues, member formulas and business rules.
  
  
  • Building reports, security models, custom dashboards, and custom event processes.
  
  
  • Assist during customer transition.
  
  
  • Building Integrations.
  
  
  
  


• Gathering of business requirements as necessary regarding application support requests.


• Work with application focused team members to apply knowledge of OneStream product and features to support the customer's business.


• Create Knowledge Base documentation, to further develop best practices.


• Focus on business level initiatives, engaging with customers and partners to drive application-focused success.


• Submit reports of product issues on behalf of the customer and/or partner via defined processes.


• Assist in User Application Testing (UAT) of future OneStream software releases and custom CSRC Solutions.


• Tracking tasks accomplished, time spent, and milestones completed using defined tools.


• Effectively communicate throughout the lifecycle of an open case/issue with customer or partner.


• Help build and test content for Trainings (lunch and learns, internal trainings, etc.), events and conferences.

Required Education and Experience

• Degree in a field such as (but not limited to) Accounting, Business, Finance, Information Systems, Mathematics, CIS, or equivalent work experience.


• 1+ year of relevant experience (i.e. CPM/financial software implementations and/or development, financial/accounting systems).

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 Database Management Systems (SQL, Oracle, Essbase, etc).


• Experience with object-oriented programming (e.g. VB.net,Visual Basic or C# )


• Experience with Corporate/Enterprise performance management (CPM/EPM) software products including, but not limited to:
  
  
  
  • OneStream
  
  
  • SAP BPC (Outlooksoft), SAP BOFC (Cartesis)
  
  
  • HFM (Hyperion Financial Management), FDM (Financial Data Quality Management), Upstream, Hyperion Planning, Hyperion Essbase
  
  
  • IBM Cognos
  
  
  • Anaplan
  
  
  • Other CPM/EPM solutions
  
  
  
  


• Data/System Integration Development

Travel

• Travel Requirements: 10-15% amount of travel required.

Knowledge, Skills, and Abilities

• Demonstrate Consulting principles in daily work and follows processes consistently.


• Ability to understand, analyze, and articulate common business processes and decisions to develop easy-to-use customer solutions.


• Corporate accounting knowledge (high-level understanding of financial concepts, intercompany eliminations, General Ledgers, debits, credits, etc.).


• Ability to troubleshoot without supervision.


• Ability to manage project deliverables and complete multiple tasks on time with specific requirements.


• Ability to effectively operate independently or in a team environment.


• Outstanding MS Office skills, specifically with Excel.


• Strong critical thinking and analytical background (consulting, banking, research).


• Technical skills/background as it relates to software.


• Organized.


• Strong decision-making skills.


• Excellent verbal and written communication skills.


• Self-motivated, self-starter.


• Excellent analytical skills.


• Ability to think fast on their toes.


• Ability to evaluate pros and cons.


• Prioritization skills.


• Comfortable communicating with all levels of management.

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

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.