OneStream Lead Consultant

Baker Tilly; Washington (District of Columbia); Remote; USD 86,000 - 163,000; Full time

Job summary

Baker Tilly is seeking an experienced performance management consultant to join Baker Tilly Digital. You will help clients design, implement and optimize budgeting, forecasting and financial consolidation solutions.

You will lead workshops, build reports and dashboards in OneStream, and mentor teammates while expanding our regional and national footprint with a strong client service orientation. This role offers remote-ready opportunities and exposure to a wide range of industries.

Qualifications

• Bachelor’s degree or equivalent in Finance, Accounting, Computer Science, MIS.
• Minimum of three (3) years of experience in FP&A or FP&A consulting.
• Experience implementing OneStream for financial planning or close & consolidation.
• 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.
• Ability to lead and mentor others, provide exceptional client service, demonstrate commitment to continuous learning, and deliver quality on time.
• 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 CPM/EPM solutions.
• Support client workshops to gather requirements and build client design documentation for OneStream applications and solutions.
• Assist in designing a comprehensive infrastructure framework for the OneStream financial application.
• Engage in OneStream solution quality and testing, including unit/integration/regression/UAT testing.
• Build, test & deploy reports, cube views, dashboards, templates and forms to meet client requirements.
• Work with clients to develop a roadmap aligning with overall solution vision and communicate initiatives across the project team.
• Identify new areas where planning software can improve budgets and forecasts.

Skills

FP&A

Leadership

Client service

Communication

Education

Bachelor’s degree or equivalent in Finance, Accounting, Computer Science, MIS

Tools

OneStream

SQL

.NET

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 $5.2 billion. Visitbakertilly.comor join the conversation onLinkedIn,FacebookandInstagram.

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.

Successful candidates will have:

• 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.

The compensation range for this role is $85,910to $162,890. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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