Senior Consultant

Senior Consultant

Job Description:

Senior Remote Consultant

Location:                       Remote, USA
Employment Type:     Full-Time
Benefits Offered:        Vision, Medical, Life, Dental, 401K
Gross Annual Base Salary: USD 120,000 - 149,750
Additional variable compensation and benefits may apply. Total compensation is based on experience, skills, and location using objective, job-related criteria.

Summary 

Join our dynamic Customer Support and Remote Consulting (CSRC) team as a Senior Remote Consultant! In this exciting role, you will be supporting our customers, internal staff, and partners, guiding them through their implementations and ensuring a seamless post-implementation experience. You'll play a crucial part in empowering OneStream customers, partners, and internal teams by providing exceptional support and enablement.

Your key responsibilities will include supporting and enhancing the OneStream administrator post go-live, delivering custom solution-based support, and offering expert consulting to both partners and internal teams. You will also be mentoring new peers, leading projects and being a role model to the rest of the consultants. We're looking for someone who can think on their feet, make quick, sound decisions, and thrive in a fast-paced environment. 

The successful candidate will have 2+ years of hands‑on OneStream consulting and implementation experience, with strong functional expertise in Financial Close and Consolidations, including Application Control Manager (metadata management), and Reconciliation Manager (ARM) with Transaction Matching as part of OneStream Financial Close (OFC).

Primary Duties and Responsibilities

• Lead Application Reviews or Strategic Technical Projects.
• Provide the customer with post project go live support and consulting, tasks might include but are not limited to:   
  • Troubleshooting data discrepancies and analysis of consolidated data, customer issues, member formulas and business rules.  
  • Building reports, security models, custom dashboards, and custom event processes  
  • Assist during customer transition  
  • Building Integrations    
• Gathering of business requirements as necessary regarding application support requests.   
• Lead and empower application focused team members to apply knowledge of OneStream product and features to support the customer’s business.  
• Review and approve Knowledge Base documentation, to further develop best practices.  
• Focus on business level initiatives, engaging with customers and partners to drive application-focused success.  
• Submit reports of product issues on behalf of the customer and/or partner via defined processes.   
• Support testing of software enhancements and new functionality.  
• Assist in User Application Testing (UAT) of future OneStream software releases and custom CSRC Solutions.  
• Tracking tasks accomplished, time spent, and milestones completed using defined tools.   
• Effectively communicate throughout the lifecycle of an open case/issue with customer or partner.  
• Help build and test content for Trainings (lunch and learns, internal trainings, etc.), events and conferences.

Required Education and Experience 

• Degree in a field such as (but not limited to) Accounting, Business, Finance, Information Systems, Mathematics, CIS, or equivalent work experience.
• 2+ years of relevant experience (i.e. CPM, software implementations, development, financial/accounting systems).
• Minimum 24 months of OneStream Consulting experience.
• Functional experience within Financial Close/Consolidation.

Preferred Education and Experience 

• Master’s degree in business, Accounting, Finance or Information Technology.
• A professional accounting designation (e.g. CPA, CMA, CGA, CA), advanced degrees (MBA, MFA), and/or other professional designations or certifications (applicable to accounting/finance and information technology).
• Experience with VB.net or Visual Basic. Any object-oriented programming a plus.
• OneStream Certified Associate.
• Experience with Corporate/Enterprise performance management (CPM/EPM) software products including, but not limited to:
  • OneStream
  • SAP BPC (Outlooksoft), SAP BOFC (Cartesis)
  • HFM (Hyperion Financial Management), FDM (Financial Data Quality Management), Upstream, Hyperion Planning, Hyperion Essbase
  • IBM Cognos
  • Anaplan
  • Other CPM/EPM solutions
  • CPM/EPM integrations

Knowledge, Skills, and Abilities

• Demonstrate Consulting principles in daily work and follows processes consistently.
• Lead application Reviews or Strategic Technical Projects.
• Ability to understand, analyze, and articulate common business processes and decisions to develop easy-to-use customer solutions.
• Financial Skills (high-level understanding of financial concepts, intercompany eliminations, General Ledgers, debits, credits, etc.).  
• Ability to troubleshoot without supervision.  
• Ability to manage project deliverables and complete multiple tasks on time with specific requirements.  
• Ability to effectively operate independently or in a team environment.  
• Outstanding MS Office skills, specifically with Excel.
• Strong critical thinking and analytical background (consulting, banking, research).  
• Technical skills/background as it relates to software.  
• Organized.  
• Strong decision-making skills.  
• Excellent verbal and written communication skills.  
• Self-motivated, self-starter.  
• Excellent analytical skills.  
• Ability to think fast on their toes.  
• Ability to evaluate pros and cons.  
• Prioritization skills.  
• Comfortable communicating with all levels of management.

Travel

• Travel Requirement: 5-10%

Who We Are

OneStream is how today’s Finance teams can go beyond just reporting on the past and Take Finance Further™ by steering the business to the future. It’s the only enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the CFO to become a critical driver of business strategy and execution. Our vision is to be the operating system for modern finance, digitizing core financial functions and empowering the CFO to become a critical driver of business strategy.

Why Join The OneStream Team

• Transparency around corporate structure, salary, and benefits
• Core value of customer success
• Variety of project work (not industry-specific) 
• Strong culture and camaraderie
• Multiple training opportunities

Benefits at OneStream  
OneStream employees are passionate, hardworking individuals who go above and beyond to keep our customers happy and follow through on our mission statement. They consistently deliver the best and in turn, we make every effort to keep them cared for and happy. A sample of the benefits we provide are:

• Excellent Medical Plan
• Dental & Vision Insurance
• Life Insurance
• Short & Long Term Disability
• Vacation Time
• Paid Holidays
• Professional Development
• Retirement Plan

All candidates must be legally authorized to work for any company in the country where this position is located without sponsorship.

OneStream is an Equal Opportunity Employer.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.