LEAD CONSULTANT
Location: Remote, USA
Employment Type: Full-Time
Compensation: $110,000 - $160,000 (Range applies to US candidates only) + Benefits/Variable Comp/Equity - Range may vary based on experience.
Benefits Offered: Vision, Medical, Life, Dental, 401K
ABOUT THE JOB
This position will provide an integral consultative component to our customer's ongoing efforts to expedite the ROI and maximize the effectiveness of their business performance management solutions, especially OneStream XF. Consultants are responsible for providing solutions by working with customers to develop applications primarily for financial reporting. A Consultant has hands-on knowledge of OneStream XF and a track record of successful implementations as well as core product training. A Consultant completes the implementation work in a timely manner and can assist in validating the requirements and design of the application.
A Consultant performs the routine and non-routine activities in each area of responsibility independently, with minimal coaching and supervision. OneStream Consultants typically work together with customer resources and frequently with a team of other consultants to implement complex web-based Business Performance Management solutions. Teamwork is an important function of this role. The ideal candidate possesses experience working in finance organizations, with sound understanding of the nature of work performed by financial analysts, controllers, finance directors, and CFOs.
PRIMARY DUTIES AND RESPONSIBILITIES
- Demonstrate the core/advanced functionality of single solution on the platform through Proof of Concept
- Engage in conversations with Sales to discuss implementation of a use case at current or prior customer (or employer)
- Delegate tasks to and mentor junior members of the team
- Independently complete implementation work and project documentation
- Review and finalize documentation and application elements prepared by junior team members
- Lead troubleshooting and resolution of application issues
- Lead a full multi-solution design session; prepare complete design document.
- Assist in identifying roles and responsibilities for projects
- Provide feedback on team performance
- Responsible for managing small projects in accordance with the PRIME methodology
- Create and maintain project financials, project plan, and status reporting
- Mentor less experienced consultants for Lunch & Learns or Services Meetings
- Propose session ideas for Splash
- Author Blog Posts for OneCommunity
- Identify and recreate issues for tracking and resolution with product development
- Conduct customer training
- Lead customer meetings, manage customer relationship
- Present Lunch & Learn knowledge share sessions
- Respond to Inquiries from OneStream Employees via OneCommunity
QUALITIES OF A SUCCESSFUL CANDIDATE
REQUIRED EDUCATION AND EXPERIENCE
- Experience of implementing OneStream
- Bachelor's degree in fields such as (but not limited to) Accounting, Business, Finance, Information Systems, Mathematics, or CIS, or equivalent work experience.
- 8+ years of relevant work experience
- Extensive experience with SQL, C#, VB.NET or similar programming experience
- High degree of proficiency with MS Office and data modeling skills
- Deep understanding of financial accounting processes
- Strong critical thinking and analytical background (consulting, banking, research)
- Superior presentation skills
- Strong technical skills/background as it relates to product implementation
- Prior Experience with databases (Oracle, Essbase, etc.)
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)
- Prior experience with any of the following products is a plus:
- SAP Outlooksoft BPC
- SAP BOFC (Cartesis)
- HFM (Hyperion Financial Management)
- FDM (Financial Data Quality Management) or UpStream
- Hyperion Planning
- Hyperion Essbase
- IBM Cognos
SUPERVISORY RESPONSIBILITIES
- None
TRAVEL
- Regular travel is a critical part of this role and a willingness to travel up to 80-100% of work time is required.
PERSONAL ATTRIBUTES
- Ability to apply software knowledge to functional business requirements by leading requirements, scoping, and design sessions
- Ability to create and finalize project documentation per PRIME Methodology guidelines
- Ability to apply basic standard project management principles and practices to deliver results
- Ability to independently write advanced cube views, report books, dashboards, custom dashboards, quick views
- Ability to write increasingly complex seeding rules, custom transformational rules, CF rule, parser business rules, conditional business rules, cube view extender rules, dashboard extender rules, extensibility rules
- Ability to write basic allocations, custom consolidation rules, connector business rules
- Ability to write complex XFBR business rules
- Ability to design, build and customize Task Manager, Parcel Service, Guided Reporting, Help Desk, Specialty Planning Solutions, Data Entry 123, Transaction Matching, RCM, ACM
- Increasing ability to take on more senior roles in implementations including leadership roles with little supervision.
- Legally authorized to work for any company in the country where this position is located without sponsorship.
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. To learn more visit
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
OneStream is an Equal Opportunity Employer
#LI-KT1 #LI-Remote
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)