OneStream Techno-Functional Specialist

ClifyX Inc; United States; Hybrid; USD 130,000 - 170,000; Full time

Job summary

ClifyX Inc. seeks a senior OneStream Techno-Functional Specialist to drive finance transformation and performance management. You will configure, implement, and support OneStream, serving as a liaison between Finance, Technology, and partners to deliver scalable FP&A solutions.

You will lead hands-on administration, design workflows, and develop dashboards while ensuring data integrity and system reliability across enterprise deployments.

Qualifications

• Strong hands-on experience configuring, administering and supporting OneStream.
• Ability to independently configure and enhance OneStream apps at scale.
• Experience implementing OneStream across enterprise environments.
• Deep knowledge of OneStream architecture, metadata, workflows and dashboards.
• Experience designing budgeting, planning and forecasting within OneStream.

Responsibilities

• Configure, implement and support OneStream applications and FP&A solutions.
• Lead admin tasks, enhancements and platform maintenance.
• Translate business requirements into scalable OneStream configurations.
• Collaborate with finance, technology and partners across design, testing and deployment.
• Support governance, documentation and data integrity for OneStream projects.

Skills

OneStream configuration

OneStream administration

OneStream support

Enterprise-scale deployments

Metadata management

Workflows

Dashboards

Reporting

Security

Budgeting planning

Forecasting

Job description

Job Title*

OneStream techno functional specialist

Location

Job Description

About the role

We are seeking a highly motivated and experienced OneStream Techno-Functional Specialist to support enterprise finance transformation and performance management initiatives. The ideal candidate will possess strong hands-on expertise in configuring, implementing, and supporting the OneStream platform while serving as a key liaison between Finance, Technology teams, and implementation partners. This role requires a blend of deep technical configuration capabilities and business-facing consulting skills to deliver scalable planning, forecasting, and reporting solutions that meet evolving business needs.

What you'll do

• Configure, implement, and support OneStream applications and enterprise performance management solutions.


• Perform hands‑on administration, configuration, enhancement, and maintenance of the OneStream platform.


• Partner with Finance, Technology, and business stakeholders to gather requirements and translate business objectives into scalable OneStream solutions.


• Work closely with implementation partners, system integrators, and cross‑functional teams throughout solution design, development, testing, deployment, and post‑production support.


• Support and optimize budgeting, planning, forecasting, financial consolidation, and management reporting processes.


• Design, develop, and configure OneStream workflows, business rules, dimensions, forms, dashboards, reports, and data integrations.


• Facilitate requirements workshops, design sessions, user acceptance testing (UAT), training, and knowledge‑transfer activities.


• Troubleshoot application issues, perform root cause analysis, and implement solutions that ensure data integrity, system reliability, and optimal performance.


• Collaborate with Finance leadership and operational teams to enhance planning, forecasting, and decision‑support capabilities.


• Evaluate and recommend process improvements, automation opportunities, and best practices across OneStream implementations.


• Support governance, controls, and documentation standards for enterprise finance applications.

Serve as a trusted advisor to business users by providing functional and technical expertise on OneStream capabilities and roadmap.

10+ years

Mandatory skills*

OneStream Expertise

• Strong hands‑on experience with OneStream platform configuration, administration, and support.


• Ability to independently configure, maintain, and enhance OneStream applications.


• Proven experience implementing and supporting OneStream solutions in enterprise‑scale environments.


• Strong understanding of OneStream architecture, metadata management, workflows, business rules, dashboards, reporting, and security.


• Experience with designing and configuring financial planning, consolidation, and reporting solutions within OneStream.

Functional Expertise

• Deep knowledge of OneStream's Budgeting, Planning, and Forecasting capabilities.


• Hands‑on experience implementing and supporting Workforce Planning solutions.


• Hands‑on experience implementing and supporting Capital Planning solutions.


• Strong understanding of financial planning, budgeting, forecasting, management reporting, and performance management processes.


• Ability to translate finance business requirements into scalable OneStream configurations and solutions.

Stakeholder Management

• Proven ability to effectively engage and collaborate with Finance, Technology, and business stakeholders.


• Strong communication, facilitation, and consulting skills with the ability to influence senior stakeholders.


• Experience working closely with implementation partners, system integrators, and third‑party vendors.


• Ability to bridge business and technical teams while driving solution alignment and delivery outcomes.

Technical Skills

• Experience with financial systems, data integration, reporting, and analytics platforms.


• Ability to analyze business and technical requirements and translate them into effective OneStream solutions.


• Understanding of data management, data validation, reconciliation, and integration frameworks.

Strong problem‑solving, troubleshooting, and analytical skills.

Desired skills*

OneStream Expertise

• Strong hands‑on experience with OneStream platform configuration, administration, and support.


• Ability to independently configure, maintain, and enhance OneStream applications.


• Proven experience implementing and supporting OneStream solutions in enterprise‑scale environments.


• Strong understanding of OneStream architecture, metadata management, workflows, business rules, dashboards, reporting, and security.


• Experience with designing and configuring financial planning, consolidation, and reporting solutions within OneStream.

Functional Expertise

• Deep knowledge of OneStream's Budgeting, Planning, and Forecasting capabilities.


• Hands‑on experience implementing and supporting Workforce Planning solutions.


• Hands‑on experience implementing and supporting Capital Planning solutions.


• Strong understanding of financial planning, budgeting, forecasting, management reporting, and performance management processes.


• Ability to translate finance business requirements into scalable OneStream configurations and solutions.

Stakeholder Management

• Proven ability to effectively engage and collaborate with Finance, Technology, and business stakeholders.


• Strong communication, facilitation, and consulting skills with the ability to influence senior stakeholders.


• Experience working closely with implementation partners, system integrators, and third‑party vendors.


• Ability to bridge business and technical teams while driving solution alignment and delivery outcomes.

Technical Skills

• Experience with financial systems, data integration, reporting, and analytics platforms.


• Ability to analyze business and technical requirements and translate them into effective OneStream solutions.


• Understanding of data management, data validation, reconciliation, and integration frameworks.

Strong problem‑solving, troubleshooting, and analytical skills.

Domain

Total Experience (Ex. 5-7 Years)

15 Years