ONESTREAM CONSULTANT (CPM/EPM SOFTWARE)

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

Benefits offered by this job

Excellent Medical Plan

Dental & Vision Insurance

Life Insurance

Short & Long Term Disability

Vacation Time

Paid Holidays

Professional Development

Retirement Plan

Job summary

OneStream Software is seeking a Consultant to deliver consultative services for customers implementing OneStream for financial reporting and performance management. You will work with client teams to design, build, and validate OneStream applications, ensuring timely delivery and alignment with requirements.

The role emphasizes hands-on OneStream knowledge, teamwork with customers and fellow consultants, and mentoring junior staff within finance-focused projects.

Qualifications

• Bachelor's degree in fields such as accounting, business, finance, information systems or equivalent work experience.
• 2–5 years of CPM/EPM implementation experience.
• Demonstrated MS Office and data modeling skills.
• Knowledge of financial accounting processes.
• Strong technical skills related to product implementation.
• Experience with databases (Oracle, Essbase, etc.).

Responsibilities

• Build extensible cubes, metadata, data sources, transformation rules, forms, journal templates, workflows.
• Migrate application artifacts and system components between OS environments.
• Write certification questions.
• Create cube views, reports, dashboards, and custom workspace dashboards.
• Write basic conditional and standard business rules.
• Prepare application and project documentation.
• Communicate with project teams and senior management.
• Conduct customer training.
• Mentor new Consultants.
• Produce project documentation including status and design docs, end-user training materials, test scripts, and validation templates.
• Participate in regional and global practice calls.
• Present knowledge-share sessions.
• Respond to inquiries from OneStream employees via OneCommunity.
• Distribute weekly status reports.

Skills

Critical thinking

Presentation skills

Analytical skills

Self-directed

Financial accounting knowledge

Education

Bachelor's degree in Accounting/Finance/IS or equivalent

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 certification questions.
• Write cube views, report books, dashboards (reports & charts,) custom workspace dashboards, quick views.
• Write basic conditional business rules and basic business rules.
• Write application & project documentation.
• 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.
• Produce project documentation including status reports, design documentation framework, application documentation, end-user training materials, test scripts, validation templates, etc.
• 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, OR equivalent 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.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 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, Workday Adaptive Planning, CCH Tagetik, Board, Pigment, Workday Adaptive Planning, CCH Tagetik, Board, Pigment, Workday Adaptive Planning, CCH Tagetik, Board, Pigment, Workday Adaptive Planning, CCH Tagetik, Board, Pigment, Workday Adaptive Planning, CCH Tagetik, Board, Pigment, Workday Adaptive Planning, CCH Tagetik, Board, Pigment, Workday Adaptive Planning, CCH Tagetik, Board, Pigment, Workday Adaptive Planning, CCH Tagetik, Board, Pigment, Workday Adaptive Planning, CCH Tagetik, Board, Pigment, Workday Adaptive Planning, CCH Tagetik, Board, Pigment, Workday Adaptive Planning, CCH Tagetik, Board, Pigment, Workday Adaptive Planning, CCH Tagetik, Board, Pigment, Workday Adaptive Planning, CCH Tagetik, Board, Pigment, Workday Adaptive Planning, CCH Tagetik, Board, Pigment, Workday Adaptive Planning, CCH Tagetik.

Knowledge, Skills, And Abilities

• Strong critical thinking and analytical background (consulting, banking, research).
• Superior presentation skills.
• 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
• Dental & Vision Insurance
• 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.

If you need assistance and/or a reasonable accommodation during the application process, reach out to [e-mail].

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