Senior Manager, Delivery Portfolio Management (OneStream)

Clearsulting LLC; Dallas (TX); Hybrid; USD 144.000 - 186.000; Vollzeit

Benefits dieser Stelle

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

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Portfolio leadership

Portfolio management

OneStream implementations

Client relationship management

Project governance

Budgeting & estimation

Risk management

Change management

Executive communications

Team leadership

Tools

OneStream

Jobbeschreibung

About this position

Who We Are:

Clearsulting is a global consulting company with the motivation to deliver positive change through digital finance. Our team consists of finance specialists that bring experience and technical capabilities across the spectrum of finance, including financial close, digital reporting, risk advisory, treasury and more.

Clearsulting stands by its culture, shaped by our five Core Values: GRIT, Growth Mindset, Joy, Accountability, and Teamwork. Our unwavering dedication to these principles has garnered national recognition for our strong leadership, innovative approach, and outstanding workplace environment. Below are some of the awards and accolades that honor our commitment to excellence:

• Sunday Times Best Places to Work Award (2025-2026)
• ‘Great Place to Work’ Certified (2022-2026)
• Fortune’s Best Workplaces in Consulting (2022-2024)
• Inc. 5000 Fastest-Growing Private Companies in America (2020-2026)

Role:

Location:

• Clearsulting is headquartered in Cleveland, OH, with additional offices located in Chicago, IL; Columbus, OH; and Dallas, TX. Other cities are welcome remotely.
• Office Options: Hybrid or Remote. Team members residing within a 45 minute commuting radius of a Clearsulting office, we expect 8 days of in-person work per month, allowing flexibility choosing these days to accommodate client meetings, team syncs and individual schedules.

What you'll do

• Serve as the Portfolio Lead across a portfolio of OneStream client engagements, providing oversight from project initiation through successful delivery while ensuring consistent quality, client satisfaction, and commercial performance
• Own the health of a portfolio of concurrent projects by proactivelyidentifyingdelivery risks, managing escalations, driving issue resolution, and ensuring teamsexecute withconsistency, transparency, and accountability.
• Partner with Practice Leadership to provide clear visibility into project status, engagement economics, resource needs, portfolio risks, and client healt h
• Own engagement economics across the portfolio by proactively managing scope, budget, staffing,utilization, change requests, and margin while partnering with project teams tomaintainhealthy financial performance.
• Build trusted relationships with client stakeholders, serving as an escalation point throughout delivery whileidentifyingopportunities to expand existing client partnerships and services.
• Collaborate with technical, functional, and cross-practice teams to deliver integrated Finance Transformation solutions and successful client outcomes.
• Mentor and develop consultants, managers, and analysts while helping scale delivery capabilities, strengthen leadership capacity, and drive continuous improvement across governance standards, quality control, project management practices, and delivery operations.
• Identify and pursue opportunities to expand existing accounts by introducingadditionalEPM/CPM capabilities, including liaising with OneStream as needed tosupport withexpansion and risk management.
• Serve as Clearsulting's primary day-to-day relationship manager with OneStream in North America, coordinating sales opportunities, delivery alignment, escalation management, resource planning, enablement activities, and joint account growth initiatives.
• Lead continuous improvement initiatives that enhance portfolio management, reporting, delivery operations, project management tools, and overall client experience.

What You'll Bring:

• 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.
• Experience helping build and scale a consulting practice through development of talent, delivery methodologies, alliance collaboration, operational processes, and reusable implementation assets.
• Proven ability to build trusted relationships with executive client stakeholders while effectively navigating complex delivery challenges and competing priorities.
• Experience collaborating across technical, functional, commercial, and executive leadership teams to successfully deliver client outcomes.

Nice-to-Haves:

• OneStream Architect Certification
• PMP, Agile, Scrum, or comparable project management certification.
• Experience building PMO standards,deliverygovernance frameworks, project management methodologies, or operational reporting.
• Experience developing delivery accelerators, implementation methodologies, reusable templates, or project management playbooks.
• Knowledge of broader Finance Transformation technologies and processes beyond OneStream.
• Experienceidentifyingand developing cross-sell and account expansion opportunities within existing client relationships.

Benefits that Benefit You:

We want to cultivate a thriving culture and company—and we know that your health and well-being matter. We offer a benefits package and perks for our team members that include:

• 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
• Opportunities for ad hoc bonuses

The compensation range for this position i s $144,000 – 186,000. W e are committed to ensuring our offers reflect the value each candidate brings to the role. Final salary placement will be based on upon several factors, including, level of expertise, relevant work experience, technology certifications, educational background, geography and alignment with industry stand ards. This role is eligible for our bonus program.

Equal Opportunity Statement

Clearsulting is committed to creating an inclusive workplace where everyone has an equal opportunity to succeed. We make employment decisions based on qualifications, merit, and business needs, without discrimination on any basis protected by applicable local and statutory law.