Portfolio Delivery Lead - OneStream & Finance Transformation

Clearsulting LLC; Dallas (TX); Híbrido; USD 144.000 - 186.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, and vision coverage

Unlimited PTO

Paid parental leave

Flexible work environment

Cell phone reimbursement

Access to mental health apps

Life insurance and disability coverage

Bonus program

Descripción de la vacante

Clearsulting LLC in Dallas, TX, seeks an experienced Portfolio Lead to oversee OneStream client engagements from initiation to delivery, ensuring quality, client satisfaction, and strong financial performance.

The role demands 8+ years in finance transformation and 5+ years of OneStream implementation leadership, with a track record of managing multiple client engagements and building executive relationships. Hybrid or Remote work options are available.

Formación

• 8+ years of consulting or industry experience leading complex finance transformation or enterprise software implementation programs.
• 5+ years of experience doing end-to-end OneStream implementations.
• Demonstrated experience managing multiple concurrent client engagements with accountability for delivery quality, project governance, client satisfaction, and financial performance.
• Experience serving as an Engagement Lead, Project Director, Program Manager, or Delivery Manager responsible for executive stakeholder management and portfolio oversight.
• Deep understanding of project management fundamentals including scope management, risk mitigation, issue resolution, resource planning, change management, executive communications, and delivery governance.

Responsabilidades

• Oversee a portfolio of OneStream client engagements from initiation to delivery, ensuring quality and client satisfaction.
• Manage health of concurrent projects by identifying delivery risks, handling escalations, and ensuring team accountability.
• Provide visibility into project status, engagement economics, resource needs, portfolio risks, and client health.
• Manage engagement economics across the portfolio including scope, budget, staffing, utilization, changes, and margins.
• Build trusted relationships with client stakeholders as escalation point and identify opportunities to expand partnerships.
• Collaborate with cross-practice teams to deliver integrated Finance Transformation solutions and outcomes.
• Mentor consultants, managers, analysts, and help scale delivery capabilities and governance standards.
• Identify opportunities to expand existing accounts by adding EPM/CPM capabilities and liaising with OneStream.
• Serve as Clearsulting's primary day-to-day relationship manager with OneStream in North America.
• Lead continuous improvement of portfolio management, reporting, and delivery operations.

Conocimientos

Portfolio leadership

Portfolio management

OneStream implementations

Client relationship management

Project governance

Budgeting & estimation

Risk management

Change management

Executive communications

Team leadership

Herramientas

OneStream

Descripción del empleo

Clearsulting LLC in Dallas, TX, seeks an experienced Portfolio Lead to oversee OneStream client engagements from initiation to delivery, ensuring quality, client satisfaction, and strong financial performance.

The role demands 8+ years in finance transformation and 5+ years of OneStream implementation leadership, with a track record of managing multiple client engagements and building executive relationships. Hybrid or Remote work options are available.