OneStream Planning Consultant

WorkTrust Solutions; North Carolina; On-site; USD 100,000 - 130,000; Full time

Job summary

A consultancy firm is seeking a seasoned OneStream Planning Consultant for an 8-month reimplementation project. You will be responsible for the technical build and configuration of financial models, with an emphasis on Sales Forecasting and Budgeting modules. The ideal candidate has extensive experience in OneStream implementations, especially in Planning and Forecasting. Strong skills in data integration and collaboration are critical. The role requires on-site presence in Charlotte, NC, for the initial weeks of the project.

Qualifications

• Proven experience as a Senior Consultant with multiple OneStream implementations.
• Strong hands-on skills in OneStream member formulas, business rules, and data management.
• Ability to work within a structured project timeline and meet major milestones.

Responsibilities

• Execute the configuration and development of OneStream Planning solutions.
• Lead the technical implementation of Sales Forecasting and Budgeting functionalities.
• Assist in connecting and mapping data from source systems.

Skills

OneStream expertise

Financial modeling

Data integration

Collaboration

Tools

OneStream

SAP

Data Warehouses

Job description

Duration: 8 Months

Project Start: Late February 2026

We are seeking a seasoned OneStream Planning Consultant to join a high-priority 8-month reimplementation project. Working under the direction of a Lead Solution Architect, you will be responsible for the technical build and configuration of complex financial models. The project focuses on a complete overhaul of the client’s P&L and the implementation of advanced Sales Forecasting and Budgeting modules.

Key Responsibilities

• Technical Build: Execute the configuration and development of OneStream Planning solutions, specifically focusing on rebuilding the P&L above the gross margin line.
• Sales Forecasting: Lead the technical implementation of Sales Forecasting and Budgeting functionalities.
• Data Integration: Assist in connecting and mapping data from source systems, including SAP and enterprise Data Warehouses.
• Collaboration: Partner closely with the UK-based Solution Architect to translate design documents into a functional, scalable build.
• Workshops: Participate in initial on-site design workshops and kick-off meetings in Charlotte to ensure alignment with business requirements.

Qualifications & Requirements

• OneStream Expertise: Proven experience as a Senior Consultant with multiple OneStream implementations, specifically within the Planning and Forecasting domain.
• Configuration Specialist: Strong hands-on skills in OneStream member formulas, business rules, data management sequences, and Cube Views.
• Technical Environment: Familiarity with integrating OneStream with SAP or large-scale Data Warehouses.
• Project Delivery: Ability to work within a structured project timeline and meet major milestones.
• Travel: Ability to be on-site in Charlotte, NC, for the first 2–3 weeks of the project (starting Feb 2026), with occasional travel for major project milestones thereafter.

Preferred Skills

• Experience in Process Design or Process Engineering is a significant plus.
• Candidates currently local to the Charlotte, NC area are highly preferred.