Senior Consultant (OneStream Implementations)
Location: Remote, USA
Employment Type: Full‑Time
Compensation: $104,000 – $130,000 (U.S. candidates only) + benefits, variable compensation and equity (range varies by experience).
Benefits Offered: Vision, Medical, Life, Dental, 401(k)
Summary
A Senior Services Consultant at OneStream plays a pivotal role in the successful implementation and delivery of OneStream’s unified platform to customers. This position supports customers, internal staff and partners throughout the implementation process, ensuring a seamless experience. Strong teamwork, communication and problem‑solving skills are essential, along with the ability to confidently present OneStream’s value proposition and technology benefits.
Key responsibilities include guiding Lead and Junior staff through all phases of implementation, from requirements and design to build, testing and rollout.
The ideal candidate will possess a strong knowledge of the OneStream platform, prior implementation experience and core product training to deliver high‑quality solutions that meet customer needs. The role requires owning independent workstreams and delivering customer solutions with minimal supervision.
We seek someone who can think on their feet, make quick, sound decisions and thrive in a fast‑paced environment!
Primary Duties and Responsibilities
- Build extensible cubes, metadata, data sources, transformation rules, forms, journal templates and workflows.
- Migrate OS application metadata, CVs, dashboards and system artifacts (security, custom tables).
- Write certification questions and complex business rules (BR).
- Write and extend cube views, report books, dashboards and custom dashboards.
- Produce initial drafts of project documentation for review.
- Assist in leading Requirements and Design meetings.
- Recommend solutions to senior team members.
- Identify opportunities for expanding OneStream’s business in existing clients.
- Engage in conversations with Sales to discuss use cases at current or prior customers.
- Validate requirements and design.
- Troubleshoot and resolve issues.
- Mentor, onboard and support junior team members.
- Work closely with customers on informal knowledge transfer.
- Respond to support requests for basic and build tasks.
- Participate in Regional, North America and Global practice calls.
- Present Lunch & Learn knowledge share sessions.
- Respond to inquiries from OneStream employees via OneCommunity.
- Compile and distribute Weekly Status Reports.
Required Education and Experience
- Bachelor’s degree in Accounting, Business, Finance, Information Systems, Mathematics, CIS or equivalent work experience.
- 5+ years of Corporate/Enterprise Performance Management (CPM/EPM) software implementation experience.
- 2+ years of OneStream software implementation experience.
- Experience with SQL and relational databases.
- Experience with VB.NET and/or C#.
- Proficiency with MS Office and data modeling skills.
- In‑depth knowledge of financial accounting processes.
- Strong critical thinking and analytical background (consulting, banking, research).
- Superior presentation skills.
- Strong technical skills/background related to product implementation.
- Prior experience with databases (Oracle, Essbase, etc.).
Preferred Education and Experience
- Master’s degree in Business, Accounting, Finance or Information Technology.
- 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.
- Prior experience with SAP BPC, SAP BOFC/BFC (Cartesis), HFM (Hyperion Financial Management), FDM (Financial Data Quality Management), Hyperion Planning, Hyperion Essbase, IBM Cognos is a plus.
Knowledge, Skills, and Abilities
- Demonstrate consulting principles in daily work and follow processes consistently.
- Comfortable interacting with customers and speak intelligently about CPM vision and Marketplace solutions.
- High‑level financial skills (intercompany eliminations, ledger, debits, credits).
- Strong technical skills/background related to software.
- Outstanding MS Office skills, especially with Excel.
- Organization and prioritization skills.
- Excellent verbal and written communication.
- Ability to operate independently or in a team environment.
- Ability to manage senior project deliverables and complete multiple tasks on time with specific requirements.
- Ability to lead design sessions and create drafts of project documentation.
Travel
Regular travel is a critical part of this role and a willingness to travel up to 80‑100% of work time is required.
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
- 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.