Delivery Portfolio Lead - OneStream & Finance (Remote)

Clearsulting LLC; Cleveland (OH); Hybrid; USD 144,000 - 186,000; Full time

Benefits offered by this job

Unlimited PTO

Paid parental leave

Flexible work environment

Cell phone reimbursement

Mental health support

Life insurance

Disability coverage

Bonus program

Job summary

Clearsulting LLC in Cleveland, OH is seeking a Portfolio Lead to oversee a portfolio of OneStream client engagements, ensuring delivery quality, client satisfaction, and strong financial performance.

You will manage multiple concurrent projects, identify risks, coordinate with Practice Leadership, oversee engagement economics, mentor consultants, and drive continuous improvements across governance and delivery operations.

Qualifications

• 8+ years of consulting or industry experience leading complex finance transformation or enterprise software implementation programs.
• 5+ years of experience doing end-to-end OneStream implementations.
• Experience managing multiple concurrent client engagements with accountability for delivery quality, project governance, client satisfaction, and financial performance.
• Experience serving as an Engagement Lead, Project Director, Program Manager, or Delivery Manager responsible for executive stakeholder management and portfolio oversight.
• Deep understanding of project management fundamentals including scope management, risk mitigation, issue resolution, resource planning, change management, executive communications, and delivery governance.
• Experience helping build and scale a consulting practice through development of talent, delivery methodologies, alliance collaboration, operational processes, and reusable implementation assets.

Responsibilities

• Lead portfolio health across a set of client engagements, ensuring delivery quality, client satisfaction, and commercial performance.
• Identify delivery risks, manage escalations, and drive issue resolution with accountability for team execution.
• Provide visibility into project status, engagement economics, resource needs, and portfolio risks with Practice Leadership.
• Oversee engagement economics across the portfolio, including scope, budget, staffing, utilization, change requests, and margins.
• Build trusted relationships with client stakeholders and explore opportunities to expand existing partnerships.
• Collaborate with cross-practice teams to deliver integrated Finance Transformation solutions and client outcomes.
• Mentor and develop consultants, managers, and analysts to scale delivery capabilities and governance.

Skills

Portfolio leadership

OneStream implementations

Engagement management

Executive stakeholder management

Project governance

Budgeting & staffing

Tools

OneStream

Job description

Clearsulting LLC in Cleveland, OH is seeking a Portfolio Lead to oversee a portfolio of OneStream client engagements, ensuring delivery quality, client satisfaction, and strong financial performance.

You will manage multiple concurrent projects, identify risks, coordinate with Practice Leadership, oversee engagement economics, mentor consultants, and drive continuous improvements across governance and delivery operations.