ONESTREAM CONSULTANT (CPM/EPM SOFTWARE)

OneStream; United States; On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Excellent Medical Plan

Life Insurance

Short & Long Term Disability

Vacation Time

Paid Holidays

Professional Development

Retirement Plan

Job summary

OneStream is seeking a Consultant to deliver financial performance management solutions for our customers. You will implement OneStream applications, migrate assets, write business rules, and train end users while collaborating with multi‑regional teams.

Ideal candidates have CPM/EPM experience, strong accounting knowledge, and technical acumen in databases and VB/.NET. You will work with finance professionals to drive ROI and enable faster decision making.

Qualifications

• Bachelor's degree in Accounting, Business, Finance, IS, Mathematics or related field
• 2–5 years CPM/EPM implementation experience
• MS Office and data modeling skills
• Knowledge of financial accounting processes
• Strong technical skills for product implementations
• Experience with databases such as Oracle and Essbase

Responsibilities

• Build extensible cubes, metadata, data sources, and transformation rules.
• Migrate OS artifacts and system components (security, dashboards, etc).
• Write basic conditional business rules and basic business rules.
• Communicate effectively with the project team and senior management.
• Conduct customer training and onboarding.
• Mentor new Consultants and support regional/global calls.
• Present Lunch & Learn knowledge share sessions.
• Respond to inquiries from OneStream employees via OneCommunity.
• Compile and distribute weekly status reports.

Skills

Analytical thinking

Presentation skills

Customer service

Self-directed

Financial accounting

Education

Bachelor's degree in Accounting/Finance/IS

CPA/CA/CMA/MBA

Tools

VB.net/Visual Basic

MS Office

Oracle

Essbase

Job description

At OneStream, we're on a mission to empower every Finance organization and professional to exceed their potential. Our global teams span continents, cultures, and time zones, united by a shared purpose as we build the operating system for modern Finance and help organizations move with greater speed, clarity, and confidence.

That mission comes to life through our people. Behind every innovation, customer success, and milestone are talented people working together to make a difference. That's why we're looking for people who are bold enough to think big, authentic in how they lead and collaborate, curious about what's possible, and committed to delivering results.

Want a closer look before you apply? Explore our Careers site to learn more about our people, culture, and benefits.

Summary

This Consultant position will provide an integral consultative component to our customer’s ongoing efforts to expedite the ROI and maximize the effectiveness of their business performance management solutions, especially OneStream . Consultants are responsible for providing solutions by working with customers to develop applications primarily for financial reporting. A Consultant has hands‑on knowledge of OneStream and a track record of successful implementations as well as core product training. A Consultant completes the implementation work in a timely manner and can assist in validating the requirements and design of the application.

A Consultant performs the routine and non-routine activities in each area of responsibility independently, with minimal coaching and supervision. OneStream Consultants typically work together with customer resources and frequently with a team of other consultants to implement complex web‑based Business Performance Management solutions. Teamwork is an important function of this role. The ideal candidate possesses experience working in finance organizations, with sound understanding of the nature of work performed by financial analysts, controllers, finance directors, and CFOs.

Primary Duties and Responsibilities

• Build extensible cubes & metadata, data sources, transformation rules, forms, journal templates, workflows.
• Migrate the various OS application (metadata, CV's, Dashboards, etc) and system (security, custom tables, etc) artifacts.
• Write basic conditional business rules and basic business rules.
• Communicate effectively with the project team as well as the customer’s senior management team.
• Conduct customer training.
• Act as an onboarding guide/mentor to new Consultants.
• Participate in Regional, North America, and Global practice calls.
• Present Lunch & Learn knowledge share sessions.
• Respond to Inquiries from OneStream Employees via OneCommunity.
• Compile & distribute Weekly Status Reports.

Required Education and Experience

• Bachelor's degree in fields such as (but not limited to) Accounting, Business, Finance, Information Systems, Mathematics, CIS,ORequivalent work experience.
• 2 – 5 years of CPM/EPM Implementation experience.
• Demonstrated experience with MS Office and data modeling skills.
• Knowledge of financial accounting processes.
• Strong technical skills/background as it relates to product implementation.
• Experience with databases (Oracle, Essbase, etc).

Preferred Education and Experience

• A professional accounting designation (e.CPA, CMA, CGA, CA), advanced degrees (MBA, MFA), and/or other professional designations or certifications (applicable to accounting/finance and information technology).
• Experience with VB.net or Visual Basic. Any object-oriented programing a plus.
• Prior experience with OneStream or other leading Enterprise Performance Management (EPM) and Corporate Performance Management (CPM) solutions is highly desirable
  • including Oracle (Oracle EPM Cloud, Hyperion Financial Management (HFM), Hyperion Planning, FCCS, Essbase, FDM/FDMEE), SAP (SAP Group Reporting, SAP Analytics Cloud Planning, SAP BPC, OutlookSoft BPC, SAP BusinessObjects Financial Consolidation (BFC/BOFC), Cartesis), IBM (Cognos Controller, Planning Analytics/TM1), and other leading platforms such as Anaplan/Fluence, Workday Adaptive Planning, CCH Tagetik, Board, Pigment, Workiva, BlackLine, Planful, Vena Solutions, Prophix, Jedox, LucaNet, Infor d/EPM, Longview, Trintech, FloQast, Adra.

Knowledge, Skills, and Abilities

• Strong critical thinking and analytical background (consulting, banking, research).
• Strong analytical skills.
• Creative and innovative as it pertains to problem solving.
• Strong presentation and customer service skills.
• Self-directed, ability to manage time independently and with minimal supervision.
• Knowledge of financial accounting processes.
• Ability to interact with customers with a high degree of professionalism.

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
• Life Insurance
• Short & Long Term Disability
• Vacation Time
• Paid Holidays
• Professional Development
• Retirement Plan

Total compensation is based on experience, skills, and location using objective, job-related criteria. Additional variable compensation and benefits may apply.

Gross annual base salary

$65,000 - $84,500 USD

All candidates must be legally authorized to work for any company in the country where this position is located without sponsorship.

OneStream Software is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race,color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable local laws, regulations, and ordinances.

OneStream may use the personal information you provide to process your application and contact you, in accordance with applicable privacy laws such as the CCPA and GDPR. For more information about how we handle your personal information, please review OneStream's Privacy Policy.

Emails about job opportunities at OneStream are only sent by employees with an @onestreamsoftware.com email address. Reach out to your contact at OneStream if you suspect a phishingscam.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in OneStream’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.