OneStream Lead Consultant

Baker Tilly Advisory Group, LP; Austin (TX); Remote; USD 78,000 - 127,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking an experienced performance management consultant to join Baker Tilly Digital. You will deliver budgeting, forecasting, consolidation and BI solutions for clients, leading workshops and driving design from requirements to deployment.

You'll work with OneStream and related technologies to expand our regional market presence, mentor teammates, and provide exceptional client service in a fast-paced consulting environment.

Qualifications

• Bachelor’s degree or equivalent in Finance, Accounting, CS, MIS, or related field.
• Minimum 3 years of FP&A or FP&A consulting experience with client exposure.
• Experience implementing OneStream for planning or close & consolidation.
• Experience with ERP or CPM solutions is a plus.
• OneStream Certified Associate preferred; strong .NET and SQL knowledge a plus.

Responsibilities

• Support design, build, test and deployment of CPM/EPM solutions for clients.
• Lead client workshops to gather requirements and document designs.
• Design infrastructure for OneStream applications based on requirements.
• Participate in testing: unit, integration, regression, UAT.
• Develop reports, dashboards, templates to meet client needs.
• Collaborate to define roadmaps and communicate initiatives across teams.
• Identify opportunities to improve budgeting and forecasting processes.

Skills

FP&A experience

OneStream

.NET development

SQL development

Leadership

Client service

Education

Bachelor’s degree in Finance/Accounting/CS

Tools

OneStream

SQL

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e‑mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (“search firm”) for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly’s Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description

We are currently searching for an experienced performance management consultant to join our growing Baker Tilly Digital practice. As a part of Baker Tilly, you will find that our global brand and entrepreneurial environment will give you the support you need to apply your industry and technical experience to build your career across a wide range of services to meet our clients' important needs. You will contribute to some of the most important activities in our firm which include operating and growing the business, serving the client, developing the best people, and shaping our culture. Baker Tilly is a Global Systems Integrator (GSI) partner with OneStream. As a member of our team, you will help lead the firm's efforts in expanding our commercial market presence and provide functional and technical consulting offerings to leading companies and organizations throughout the region and across the country. In this role, you will deliver consulting services involving Budgeting, Forecasting, Financial Consolidation, and Business Intelligence solutions to Baker Tilly clients. The position will require everything from business requirements and solution design to technical development. Baker Tilly works with some of the leading organizations of the world to implement successful budgeting and forecasting solutions. During your tenure with Baker Tilly, you will gain deep experience in the business process, industry, and technical aspects of these solutions.

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.

Required Experience

• 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.

Pay

The pay range for this position is $78,100 to $126,500. This range represents a good‑faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant's skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case.

Baker Tilly offers a compensation and benefits package to eligible employees.

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