Lead OneStream CPM Consultant

Baker Tilly (US); Florida; On-site; USD 78,000 - 127,000; Full time

Job summary

Baker Tilly is seeking an experienced performance management consultant to join Baker Tilly Digital. You will work on OneStream-based budgeting, forecasting, and consolidation initiatives, delivering solutions across a broad client base.

Your role combines advisory insight with hands-on configuration and delivery to help clients optimize performance management processes. You will collaborate with clients to design and implement financial planning solutions, lead project teams, and ensure

Qualifications

• Bachelor’s degree or equivalent in Finance, Accounting, Computer Science, Management Information Systems, or a closely related field.
• Minimum of three (3) years of experience in FP&A or FP&A consulting, including advising commercial companies and senior leadership.
• Experience implementing OneStream for financial planning or close & consolidation software.
• Previous experience working with external clients, including solution development and implementation using a leading ERP or EPM/CPM solution is a plus.
• OneStream Certified Associate preferred.
• Strong understanding of .NET and SQL development preferred.
• Ability to lead and mentor others, provide exceptional client service, demonstrate commitment to continuous learning, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
• Demonstrated leadership, analytical, organizational, interpersonal, project management, and communication skills.

Responsibilities

• Utilize application expertise, business knowledge, and technical skills to successfully support design, build, test, and deploy corporate/enterprise performance management (CPM/EPM) solutions to Baker Tilly clients.
• Support client workshops to gather requirements and build client design documentation for OneStream applications and solutions. Assist in the design of a comprehensive infrastructure framework within the OneStream financial application for clients based on requirements documentation.
• Engage in OneStream solution quality and testing, including unit testing, integration testing, regression testing, and user acceptance testing.
• Build, test & deploy reports, cube views, dashboards, templates and forms to meet client requirements.
• Work with our clients to develop a roadmap that encompasses an overall solution vision and effectively communicate initiatives across the entire project team.
• Identify new areas within the client’s business and forecasting processes where planning software can be better utilized to drive business results and increase the accuracy and efficiency of their budgets and forecasts.

Skills

OneStream

.NET development

SQL development

Leadership & mentoring

Client service

Consulting experience

Education

Bachelor’s degree or equivalent in Finance/Accounting/CS/MIS

Tools

OneStream

ERP/EPM/CPM solutions

.NET

SQL

Job description

Baker Tilly is seeking an experienced performance management consultant to join Baker Tilly Digital. You will work on OneStream-based budgeting, forecasting, and consolidation initiatives, delivering solutions across a broad client base.

Your role combines advisory insight with hands-on configuration and delivery to help clients optimize performance management processes. You will collaborate with clients to design and implement financial planning solutions, lead project teams, and ensure