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OneStream

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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.

21 open rolesLatest: Mar 28, 2026, 7:29 AM UTC
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Director, Customer Success

OneStream

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.

Role Description The Director, Customer Success is a vital leadership role responsible for ensuring that every customer within their designated region becomes a reference and a success. This role leads and develops a high-performing Customer Success organization while overseeing multiple customer portfolios and driving consistent measurable customer outcomes. Reporting to the Senior Director of Customer Success, the Director, Customer Success is accountable for shaping and executing regional customer success strategies to drive adoption, expansion, retention, and long-term satisfaction. As a trusted customer advocate and consultative leader, this individual ensures customers realize meaningful value from their investment across the full lifecycle, from onboarding through ongoing engagement and renewal. Aligned with the Regional Sales Leader, the Director, Customer Success provides strong people leadership while maintaining deep visibility into customer health and execution. They partner closely with Sales, Marketing, Professional Services, Product, and Support to align efforts, address evolving customer needs, and continuously improve product utilization and operational efficiency. The Director, Customer Success amplifies the voice of the customer and translates insights into actions that strengthen customer outcomes and the overall customer experience, especially during escalated situations involving different internal teams. Qualifications - Bachelor’s degree in Business, Finance, Information Systems, or a related field; an advanced degree may be considered in lieu of professional experience. - 10+ years in a related function with direct customer advocacy and engagement experience. - Minimum of 5 years of experience in Customer Success, Consulting, Account Management, or Sales/Pre-Sales. - Minimum of 3 years of experience in a leadership role. - Proven experience managing complex customer portfolios and C-level executive stakeholders. - Extensive background with SaaS applications. - Strong understanding of corporate finance functions including financial close, planning, budgeting, forecasting, management reporting. Requirements - Expert knowledge of OneStream platform and offerings. - Prior experience with any CPM solution (OneStream, Oracle, SAP, Anaplan, or other). - Prior experience in CPM/EPM delivery in complex customer landscapes. - Expert product knowledge combined with very strong business or technical expertise is a plus. - Understanding project documentation in accordance with OneStream methodology standards and guidelines is a plus. - Demonstrated success in identifying and mapping customer organizational structures and bridging turnover at any level. - Advanced MS Office skills, especially Excel. Benefits - 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. Company Description 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.

Europe + 1 moreAll locations: Europe | EMEA
Job Closed
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Principal AI Forward Deployed Engineer

OneStream

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.

Role Description As a Principal AI Forward Deployed Engineer at OneStream, you are the senior-most individual contributor within the AI Forward Deployed Engineering program. This role drives sustained AI adoption at OneStream’s most strategic enterprise accounts by combining deep finance domain expertise with AI fluency and customer advisory capability. You operate as a trusted advisor to senior finance stakeholders (CFOs, FP&A VPs), owning AI use case roadmaps, leading adoption and change management strategy, and translating non-deterministic AI outputs into actionable business language. You partner with FDE team members, AI Delivery, AI Engineering, and OneStream’s partner ecosystem to ensure customers achieve measurable ROI from SensibleAI products within OneStream implementations. The Principal AI FDE shapes engagement models, defines reusable playbooks, and informs hiring profiles as the FDE program scales. This is a foundational role that sets the standard for how OneStream’s AI Forward Deployed Engineering function operates at the enterprise level. Primary Duties and Responsibilities - Customer AI Adoption & Advisory - Serve as the primary strategic advisor to senior finance stakeholders at assigned accounts, owning the AI adoption roadmap from initial deployment through sustained operational ownership. - Participate directly in the design and delivery of AI use cases at assigned accounts, including solution architecture, data pipeline configuration, and implementation oversight — particularly during initial deployment and expansion phases. - Lead adoption and change management strategy for AI-enabled finance processes, ensuring customer organizations can confidently own non-deterministic AI outputs independently. - Design and facilitate executive workshops, business reviews, and readouts that connect AI capabilities to measurable financial outcomes (forecast accuracy, cycle time, process efficiency). - Engage directly with customer finance and data teams to deliver, validate, and refine AI solutions within the OneStream ecosystem. - Use Case Strategy & Expansion - Identify and validate expansion use cases within assigned accounts by translating business objectives into actionable AI implementation plans aligned to the SensibleAI product portfolio. - Build 24-36 month AI roadmaps per account, sequencing use cases by business impact, technical feasibility, and organizational readiness. - Partner with Sales and Account Management to position AI expansion opportunities during renewal and upsell cycles, activating revenue from inside the account. - Evaluate cross-functional process and forecasting opportunities that extend AI value beyond single-function deployments. - FDE Program Development & Cross-Functional Collaboration - Shape the FDE engagement model by producing reusable playbooks, engagement templates, adoption benchmarks, and change management frameworks that scale across the program. - Serve as an escalation point within FDE engagements, mentoring other FDE team members and partner resources on complex engagement patterns. - Coordinate with AI Delivery to transition validated solutions into scalable production delivery workflows. - Partner with AI Customer Success & Advisory to support strategic accounts during and after FDE engagement. - Support AI Partner Operations by enabling partners with field-tested patterns, training content, and quality standards. - Channel field learnings, product gaps, and customer signal directly to AI Engineering and Product teams to inform roadmap priorities. - Commercial & Strategic Impact - Support strategic sales opportunities by shaping AI solution feasibility, delivery approach, and customer readiness assessment. - Contribute to pre-sale positioning of AI capabilities for qualified accounts, including executive-facing materials and discovery sessions. - Drive measurable outcomes: accelerated time-to-value, expansion ARR, Net Revenue Retention improvement, and durable customer self-sufficiency. Qualifications - Bachelor’s degree in finance, accounting, business, computer science, data science, or relevant combination of education and experience. - 8–15 years of experience in finance transformation, FP&A advisory, CPM/EPM consulting, or enterprise financial software delivery. - 3–5 years of experience with AI/ML concepts applied to financial planning, forecasting, or analytics workflows. - Demonstrated success leading change management workstreams on ERP, EPM, or financial systems transformation programs. - Experience in customer-facing advisory roles with direct engagement at the C-suite or VP level (CFO, VP FP&A, VP Finance). - Track record of identifying and activating expansion opportunities within enterprise accounts through trusted advisory relationships. - Experience at a Big 4 firm, Global Systems Integrator, or enterprise software vendor in a finance-focused consulting or advisory capacity. Preferred Education and Experience - Direct experience with OneStream, Oracle EPM, SAP BPC/SAC, or comparable CPM/EPM platforms. - Experience building or advising on AI-enabled finance offerings at a consulting firm or software vendor. - Familiarity with the competitive dynamics of vendor selection during Finance Transformation programs. - Prior experience in a Forward Deployed Engineering, solutions consulting, or embedded advisory role. - Experience influencing product roadmaps based on field deployment learnings. - Proficiency in Python and/or C#. - 1-3 years of software engineering experience, with a focus on data science, AI, or machine learning concepts or relevant combination of education and experience. - Strong SQL; data modeling and ETL/ELT; REST APIs, identity/security basics. Knowledge, Skills, and Abilities - C-suite presence - can hold a room with a CFO or FP&A VP; translates complex AI concepts into business value. - AI fluency - can explain non-deterministic outputs, model limitations, and accuracy tradeoffs in business terms without requiring deep technical implementation skills. - Use case design - can build a 12–24 month AI roadmap, not just implement a single sprint. - Change management instinct - reads organizational readiness, identifies adoption blockers, designs interventions. - Hypothesis-driven approach; comfort operating with ambiguity; strong documentation and communication habits. - Cross-functional collaboration with Product, Engineering, Delivery, CS, Sales, and Partners; ability to give and receive design feedback. - Design for reuse; produce playbooks, frameworks, and assets others can adopt; contribute to internal standards. - Apply data privacy and governance guidelines in solution design and customer advisory. - Comfortable engaging and presenting to C-level executives on a regular basis. Travel Travel Requirement: Up to 40% travel may be required for customer workshops, executive reviews, on-site engagement sprints, and critical adoption milestones. Benefits - Excellent Medical Plan - Dental & Vision Insurance - Life Insurance - Short & Long Term Disability - Vacation Time - Paid Holidays - Professional Development - Retirement Plan Company Description 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.

United States
$210K - $262K / year
Job Closed
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AI Consultant

OneStream

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.

Consultant80 days ago

Role Description A AI Consultant at OneStream will play a critical role in the delivery and scaling of OneStream’s artificial intelligence and machine learning offerings. In addition to the primary objectives of supporting and leading the implementation of these solutions for OneStream customers, have the opportunity to expand your impact across several other functions, such as: - Supporting customer prospecting - Demo development - Solution enhancements - Enablement within and external to OneStream - Documentation Primary Duties and Responsibilities: - Collaborating with clients and assessing their business goals to formulate AI strategies. - Enabling, designing, and leading on client integrations of technologies into their business processes. - Supporting the overall OneStream AI initiative through support of peripheral functions. - Data pipeline creation utilizing C#, SQL, and Python programming languages. Qualifications - Bachelor's degree in computer science, data science, or relevant combination of education and experience. - 0-1 years of industry experience in business intelligence, applied machine learning, and analytics. - 1-3 years of software implementation consulting experience, with a preference in leading software implementations. - Familiarity with corporate, enterprise, or financial planning, consolidation, and management systems (OneStream, Hyperion Financial Management, SAP, etc.). - Proficiency in SQL, Microsoft Excel, and Data Visualization via OneStream, Microsoft Excel, Power BI, Tableau, Qlik Sense, etc. - Moderate exposure to C# and/or Python. Requirements - Introductory experience with corporate, enterprise, or financial planning, consolidation, and management systems (OneStream, Hyperion Financial Management, SAP, etc.). Knowledge, Skills and Abilities - Ability to clearly translate complex concepts and apply them to modern business. - Ability to clearly define and logically resolve complex problems. - Strong organization skills to lead and deliver complex projects on schedule with advising support. - Ability to multi-task and prioritize ongoing activities based on importance. - Comfortable speaking and leading presentations in front of audiences and corporate leadership with advising support. - Quick learner who can understand and self-teach new technologies. - Growing leadership capabilities within a project setting. Travel - Minimal travel will be required. Benefits - Excellent Medical Plan - Dental & Vision Insurance - Life Insurance - Short & Long Term Disability - Vacation Time - Paid Holidays - Professional Development - Retirement Plan Company Description 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. To learn more visit www.onestream.com .

United States
$104K - $130K / year
Job Closed
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SVP, Enablement Transformation

OneStream

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.

Vice President83 days ago

Role Description The Senior Vice President of Enablement Transformation is a strategic executive responsible for owning the entire Enablement ecosystem at OneStream—spanning customer, partner, sales, pre-sales, education, and internal field teams. This leader sets the vision, strategy, and execution for a seamless, value-driven enablement experience. - Define and execute the global vision, strategy, and operating model for the end-to-end Enablement ecosystem. - Own and continuously evolve a unified enablement approach aligned to the full customer lifecycle. - Integrate enablement strategy tightly with go-to-market priorities, product roadmap timing, and commercialization efforts. - Lead the design and delivery of value-based advisory and enablement programs. - Establish monetization strategies and P&L ownership for education and enablement offerings. - Leverage AI and advanced technologies to modernize enablement platforms. - Build, lead, and develop a high-performing global organization across Sales Enablement, Global Education Services, and Business Transformation. - Partner cross-functionally with Sales, Customer Success, Product, Engineering, Marketing, and Partner leadership. - Serve as a senior executive ambassador with customers, partners, analysts, and industry forums. - Establish success metrics and accountability frameworks to measure field productivity and enablement ROI. Qualifications - 12+ years of experience in enabling, Value Transformation, or Value Based selling, GTM strategy, education services, presales, or enterprise SaaS leadership. - Deep understanding of value-based selling, customer outcomes, and enterprise buying journeys. - Proven success building and scaling global enablement organizations. - Demonstrated P&L ownership and monetization of education or services offerings. - Strong executive presence with experience engaging C-suite customers and partners. - Experience leading large, globally distributed teams. Requirements - MBA or equivalent advanced degree. - Experience as a c-suite leader (preferably a CFO). - Background in enterprise finance, performance management, or CPM/EPM software. - Experience integrating AI into learning, enablement, or GTM workflows. - Prior success unifying multiple enablement functions under a single strategy. Knowledge, Skills, and Abilities - Deep expertise in value-based selling, customer outcomes, and solution-oriented go-to-market models. - Demonstrated ability to design, scale, and unify global enablement and education organizations. - Strong financial and business acumen, including experience with P&L ownership. - Advanced leadership capabilities with a proven track record of building inclusive, high-performing teams. - Ability to operate effectively at the executive and C-suite level. - Strong systems-thinking mindset, with the ability to align people, process, content, and technology. - Proficiency in leveraging AI and emerging technologies to enhance learning architectures. - Exceptional communication, executive presence, and storytelling skills. - Data-informed, outcomes-focused decision-making capabilities. Supervisory Responsibilities - Manage a large global team of leaders and individual contributors. Benefits - Excellent Medical Plan - Dental & Vision Insurance - Life Insurance - Short & Long Term Disability - Vacation Time - Paid Holidays - Professional Development - Retirement Plan

United States
Job Closed
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Product Marketing Director

OneStream

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.

Role Description OneStream is hiring a Director of Product Marketing to own and scale the company’s strategic partnerships, including Microsoft and Global Systems Integrators (GSIs). This leader will architect and operationalize end-to-end Go-To-Market motions that drive measurable pipeline, revenue, and market impact. Serving as the GTM quarterback for the Microsoft and GSI ecosystem, this role will design co-sell plays, enable field teams, shape joint value propositions, and activate partner-led growth strategies across industries and regions. This is a high-impact role for a strategic operator who thrives on building scalable growth engines and shaping how partnerships drive enterprise revenue. Primary Duties and Responsibilities - Own the global Go-To-Market strategy for OneStream’s Microsoft and Global Systems Integrator (GSI) partnerships. - Serve as the GTM quarterback for strategic alliances, aligning Sales, Alliances, Product Management, and Marketing. - Architect repeatable partnership programs, including joint value propositions and vertical solution plays. - Partner closely with Microsoft field teams and alliance leadership to activate co-selling motions. - Build and maintain the partnership GTM operating model, including playbooks and KPI frameworks. - Develop and execute integrated partner marketing programs, including field events and webinars. - Lead partner enablement strategy, including sales playbooks and training programs. - Own joint messaging and positioning for Microsoft and GSI solutions. - Collaborate with Product Management to influence roadmap priorities based on partner feedback. - Define and track success metrics, including partner-sourced pipeline and campaign ROI. - Act as an executive spokesperson for OneStream in partner forums and industry events. - Build and lead a partnership-focused product marketing team and agency ecosystem. - Manage complex communications across key business stakeholders. Qualifications - Bachelor’s degree in Business, Finance, or equivalent. - 8+ years of relevant Product Marketing experience in Corporate Performance Management (CPM). - Experience enabling enterprise sales cycles. - Experience in high-growth B2B cloud environments. Requirements - 10+ years of GSI or strategic partner marketing experience is highly desirable. - Excellent communication skills, including writing and presentation. - Strong understanding of enabling the entire sales cycle. - Experience managing external resources and collaborating with other functions. - Experience building and leading teams or agencies. - Prior experience owning global GTM operating models. - MBA or advanced degree. Knowledge, Skills, and Abilities - High energy, creativity and can-do attitude. - Agility and ability to manage multiple priorities. - Ability to work globally cross-functionally with minimum supervision. - Strong multi-tasking and time management skills. - Proactive & Positive. - Excellent interpersonal skills. - Highly self-motivated and directed. - Keen attention to detail. - Exceptional customer service orientation. Travel - Ability and willingness to travel 20-25% of the time. Benefits - Excellent Medical Plan. - Dental & Vision Insurance. - Life Insurance. - Short & Long Term Disability. - Vacation Time. - Paid Holidays. - Professional Development. - Retirement Plan.

United States
$158.5K - $198.3K / year
Job Closed
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Data Specialist

OneStream

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.

Data Analyst85 days ago

Role Description OneStream is seeking a Data Specialist, Marketing Operations dedicated to contributing to the efficiency, accuracy, and productivity of the Data Team by supporting key aspects of data quality and governance processes. This role entails applying strong attention to detail and independent judgment to manage high-volume data workflows and support cross-functional initiatives across the Revenue Operations organization. The ideal candidate will be solution-oriented, highly organized, and comfortable working across various systems and data sources. This role requires a strong understanding of data governance principles and a continuous improvement mindset to enhance the integrity and usability of business data. This position reports to the Data Team Manager and collaborates closely with Marketing Operations to act as a bridge between the Data team and marketing-related processes. The Data Specialist provides essential support focused on data accuracy, integrity, quality assurance, data management, and consistent governance practices. Primary Duties and Responsibilities - Own and manage data governance and quality assurance to ensure business-critical data is complete, accurate, and consistent across systems including HubSpot, Salesforce, and database prospecting platforms. - Exercise independent judgment in identifying, prioritizing, and resolving data issues that impact reporting, forecasting, and operational decisions. - Develop and implement internal data policies, documentation, and training materials to standardize practices across teams. - Collaborate with individuals across the CRO org, as well as Marketing, inclusive of Executive leadership, advising on appropriate actions or insights relative to business objectives. - Design and maintain dashboards and reporting tools that offer real-time visibility into data performance and governance metrics. - Manage cross-functional data initiatives, including data migration and system integration projects. - Proactively recommend and execute improvements to data processes, tools, and workflows. - Represent the Data team in regular planning meetings and stakeholder discussions. - Train and mentor on best practices for data hygiene, governance, and compliance. - Serve as an internal subject matter expert on data quality best practices. - Maintain the stability of the internal ticketing queue, making autonomous decisions on routing, escalation, and resolution where necessary. - Contribute to the overall consistency of cross-functional data usage, helping align data practices across Sales, Marketing, and Customer Success to support optimization efforts. - Conduct research across internal and external databases to verify and enrich contact, account, and territory information within Salesforce. - Perform hands-on execution of ongoing data clean-up activities, especially during large projects like system migrations or account restructuring. - Support and contribute to team-wide projects and all-hands initiatives throughout the year, including ad hoc requests. - Comfortably operate in a flexible, “multiple hats” environment, supporting a variety of data needs across Revenue Operations. Qualifications - 1+ years of experience in Sales/Marketing Operations, Business Systems, or Data Governance roles. - Demonstrated experience with Salesforce and/or HubSpot, with a strong understanding of CRM data models and workflows. - Proven ability to independently manage projects and make decisions that impact data strategy or business performance. Preferred Education and Experience - Bachelor’s degree in Business, Information Systems, Data Science, or a related field. - Experience working in a SaaS or high-growth tech environment. - Familiarity with data compliance standards (e.g., GDPR). - Strong written and verbal communication skills, with the ability to communicate with both technical and non-technical stakeholders. Knowledge, Skills, and Abilities - Strong problem-solving skills. - Able to exercise discretion and judgment in how data is managed and improved. - Exceptional organizational skills and attention to detail. - Excellent communication and interpersonal abilities. - Capable of working independently in a fast-paced environment. - Flexible, adaptable, and resourceful. Benefits - Vision, Medical, Life, Dental, 401K Travel Regular travel is not required for this position.

United States
$46K - $57.5K / year
Job Closed
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OneStream Senior Consultant

OneStream

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.

Consultant87 days ago

Role Description A Senior Services Consultant at OneStream plays a pivotal role in the successful implementation and delivery of OneStream’s unified platform to customers. This position involves supporting customers, internal staff, and partners throughout the implementation process, ensuring a seamless experience. Strong teamwork, communication, and problem-solving skills are essential, along with the ability to confidently present OneStream’s value proposition and technology benefits. Key responsibilities include working closely with Lead and Junior staff through all phases of the implementation, from requirements and design to build, testing, and rollout. The ideal candidate will possess a strong knowledge of the OneStream platform, prior implementation experience, and core product training to deliver high-quality solutions that meet customer needs. Additionally, the role requires owning independent workstreams and delivering customer solutions with minimal supervision. We seek someone who can think on their feet, make quick, sound decisions, and thrive in a fast-paced environment! - Build extensible cubes & metadata, data sources, transformation rules, forms, journal templates, workflows - Migrate the various OS application (metadata, CV's, Dashboards, etc) and system (security, custom tables, etc) artifacts - Write certification questions - Exhibit full proficiency in writing cube views, report books, dashboards, custom dashboards, quick views - Produce initial drafts of all project documentation for review - Assist in leading Requirements and Design meetings - Recommend potential solutions to senior team member(s) - Write increasingly complex Business Rules (BR) - Write basic seeding rules, custom transformation rules, CF rules, parser business rules, conditional business rules, cube view extender rules, dashboard extender rules, and extensibility rules - Identify opportunities for expanding OneStream’s business in existing clients - Engage in conversations with Sales to discuss implementation of a use case at current or prior customer (or employer) - Assist in validating the requirements and design - Support troubleshooting and resolution of application issues - Support, mentor, onboard junior team members - Work closely with customer on informal knowledge transfer - Respond to support requests for most basic and build tasks - Participate in Regional, North America, and Global practice calls - Present Lunch & Learn knowledge share sessions - Respond to Inquiries from OneStream Employees via OneCommunity - Compile & distribute Weekly Status Reports Qualifications - Bachelor's degree in fields such as (but not limited to) Accounting, Business, Finance, Information Systems, Mathematics, or CIS, or equivalent work experience - 5+ years of Corporate/Enterprise Performance Management (CPM/EPM) software implementation experience - 2+ Years OneStream Experience software implementation experience - Experience with SQL and relational databases - Experience with VB.NET and/or C# - Proficiency with MS Office and data modeling skills - In-depth knowledge 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.) Requirements - Master 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/BFC (Cartesis) - HFM (Hyperion Financial Management), FDM (Financial Data Quality Management), Hyperion Planning, Hyperion Essbase - IBM Cognos Knowledge, Skills, and Abilities - Demonstrate Consulting principles in daily work and follows processes consistently - Comfortable interacting with customers and speak intelligently about CPM vision and MarketPlace solutions - Financial Skills (high-level understanding of financial concepts, intercompany eliminations, General Ledgers, debits, credits, etc.) - Technical skills/background as it relates to software - Outstanding MS Office skills, specifically with Excel - Strong critical thinking and analytical background - Organization & prioritization skills - Excellent verbal and written communication - Ability to effectively operate independently or in a team environment - Ability to manage more senior project deliverables and complete multiple tasks on time with specific requirements - Ability to lead parts of design sessions and create drafts of project documentation, for review by project lead Travel - Travel Requirement: Regular travel is a critical part of this role and a willingness to travel up to 80-100% of work time is required. Benefits - Excellent Medical Plan - Dental & Vision Insurance - Life Insurance - Short & Long Term Disability - Vacation Time - Paid Holidays - Professional Development - Retirement Plan

United States
$104K - $130K / year
Job Closed
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Senior AI Consultant

OneStream

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.

Consultant90 days ago

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description A Senior AI Consultant at OneStream will play a critical role in the delivery and scaling of OneStream’s artificial intelligence and machine learning offerings. In addition to the primary objectives of supporting and leading the implementation of these solutions for OneStream customers, you will have the opportunity to expand your impact across several other functions, such as: - Supporting customer prospecting - Demo development - Solution enhancements - Enablement within and external to OneStream - Documentation Primary Duties and Responsibilities include: - Collaborating with clients and assessing their business goals to formulate AI strategies. - Enabling, designing, and leading on client integrations of technologies into their business processes. - Supporting the overall OneStream AI initiative through support of peripheral functions. - Data pipeline creation utilizing C#, SQL, and Python programming languages. - Presenting on product features, future direction, and overall OS AI solution functionality. - Acting as the AI SME for processes and developments in sales cycles and marketing events. Qualifications - Bachelor's degree in computer science, data science, or relevant combination of education and experience. - 0-1 years of industry experience in business intelligence, applied machine learning, and analytics. - 3 years of software implementation consulting experience, with a preference in leading software implementations. - Familiarity with corporate, enterprise, or financial planning, consolidation, and management systems (OneStream, Hyperion Financial Management, SAP, etc.). - Proficiency in SQL, Microsoft Excel, and Data Visualization via OneStream, Microsoft Excel, Power BI, Tableau, Qlik Sense, etc. - Moderate exposure to C# and/or Python. Requirements - Introductory experience with corporate, enterprise, or financial planning, consolidation, and management systems (OneStream, Hyperion Financial Management, SAP, etc.). Knowledge, Skills, and Abilities - Ability to clearly translate complex concepts and apply them to modern business. - Ability to clearly define and logically resolve complex problems. - Strong organization skills to lead and deliver complex projects on schedule with advising support. - Ability to multi-task and prioritize ongoing activities based on importance. - Comfortable speaking and leading presentations in front of audiences and corporate leadership with advising support. - Quick learner who can understand and self-teach new technologies. - Growing leadership capabilities within a project setting. Travel - Minimal travel will be required. Benefits - Excellent Medical Plan - Dental & Vision Insurance - Life Insurance - Short & Long Term Disability - Vacation Time - Paid Holidays - Professional Development - Retirement Plan Company Description 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 www.onestream.com .

United States
$115K - $150K / year
Job Closed
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Senior Cloud DevOps Engineer

OneStream

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.

DevOps Engineer90 days ago

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description OneStream Software is a hyper-growth SaaS company focused on financial and operational data analytics for the largest companies in the world. This position focuses on the implementation of automations used to deliver, manage, and secure our cloud environments. Ideal for those staying at the forefront of technology and automating infrastructure deployments. This vital role within Cloud Services requires knowledge and experience designing, implementing, and monitoring scalable and secure cloud networking architecture in the FedRAMP space. - Lead the design, continuous monitoring, implementation, and security operations of Azure cloud solutions, ensuring they meet industry best practices and comply with FedRAMP High, IL4 requirements. - Lead team in developing modular Infrastructure-as-Code utilizing Terraform, PowerShell, ARM, Bicep, and YAML languages. - Lead projects of moderate complexity to completion. - Sustain a high level of reliability for key automated systems. - Leads teams to define, estimate, and implement requirements for new automations or services of moderate complexity needing development. - Stay up to date with the latest Azure and FedRAMP regulatory changes and industry trends, advising teams on potential impacts and necessary adjustments. - Update technical documentation, workflows, and knowledge base articles. - Provide feedback in pull requests and peer coding reviews. - Solid knowledge in focused areas of OneStream Software. - Participate in on-call rotation to support production systems. - Assist in efforts to debug the problems which arise in production. - Ability to mentor others in several technical areas. - Understanding practical use of FedRAMP/SOC controls to assist Compliance and Security teams. Qualifications - BS/BA in computer science, engineering, or technology-related field (or equivalent work experience). - 8+ years of cloud infrastructure experience. - 2+ years of compliance programs and security control sets such as NIST SP 800-53, FedRAMP High, IL4, as applied to cloud SaaS, PaaS, and IaaS environments. - Expert knowledge of VNets/vWAN, subnets, UDRs, routing, peering. - ExpressRoute, VPN Gateway, Private Link/Endpoint. - Azure Firewall, NSG/ASG, WAF, Application Gateway, Web Application Firewalls. - Hands-on experience implementing network design and firewall configurations, as it pertains to connecting to government networks (BCAP) utilizing Azure Firewall and/or Palo Alto. - Hands-on experience implementing IPv6 routing and strict egress filtering strategies. - Ability to translate DISA STIGs and NIST controls into enforceable network guardrails and evidence artifacts. - Advanced understanding of Infrastructure-As-Code concepts and tooling (Terraform, CloudFormation templates, Bicep or ARM templates) on Microsoft Azure, Amazon Web Services (AWS), or Google Cloud Platform (GCP). - Deep knowledge of Configuration Management/Orchestration utilities such as Ansible, PowerShell DSC, Chef, and Puppet. - Advanced understanding of cloud concepts including elasticity, security, and identity management. - Well versed familiarity with Agile Development methodologies utilizing Jira or Azure DevOps Boards. - Strong understanding of Azure Kubernetes Services (AKS) with container-based deployment skills or other platforms such as OpenShift, GKS, EKS. - Proficient knowledge in Software Development Lifecycles. - 8+ years of hands-on experience with the following technologies, tools, and concepts: - Automating processes using PowerShell, Bash, CLI, REST APIs, python, ARM Templates or other scripting languages. - Comfortable leveraging source control tools such as Git, BitBucket, or GitHub. - Microsoft Azure, Amazon Web Services (AWS) or Google Cloud (GCP). - Microsoft Windows 11, Windows Server, IIS, Microsoft SQL Server, Active Directory. Requirements - Experience working for a cloud service provider (CSP), managed service provider (MSP), or SaaS provider. - 8+ years of relevant Azure experience deploying and managing leveraging Infrastructure-as-Code (IAC) concepts. - Microsoft Windows Server 2016-2022, IIS, Microsoft SQL Server, Azure Active Directory. - Debian, Ubuntu, or other flavors of the Linux operating systems. - Any certifications such as Microsoft Certified: Azure Administrator Associate (AZ-103, AZ-104), Azure Solutions Architect Expert (AZ-300, AZ-301), CCNP, CCIE, CISSP, Azure DevOps Engineer Expert (AZ-400), Certified Kubernetes Administrator (CKE), CISSP, Information Technology Infrastructure Library (ITIL) Foundation, Microsoft Certified Professional (MCP), CompTIA Security+/Network+ is a plus. Benefits - Excellent Medical Plan. - Dental & Vision Insurance. - Life Insurance. - Short & Long Term Disability. - Vacation Time. - Paid Holidays. - Professional Development. - Retirement Plan. Company Description 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 www.onestream.com .

United States
$140K - $172.3K / year
Job Closed
OneStream logo

Customer Support Engineer

OneStream

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.

Support Engineer93 days ago

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are looking for a Customer Support Engineer to join our Technical Pillar Customer Support team. This individual will be responsible for working with our external customers to provide them with overall product/environmental support and resolve any technical issues that may arise. The ideal candidate will be passionate about working with customers, providing exceptional customer service, committing to maintaining our internal & external knowledgebase, and helping enable the success of their teammates. Successful candidates must be available to work either Eastern Time (8:00 AM – 5:00 PM) or Central Time (8:00 AM – 5:00 PM) hours, depending on team needs. Primary Duties and Responsibilities - Respond to customer issues and proactively contact customers to triage problems. - Provide remote support for OneStream customers. - Research, resolve and respond to complex issues with a strong understanding of technical troubleshooting methodologies. - Ability to communicate complex/technical concepts and provide thorough Root Cause Analysis findings. - Collaborate with other teams to help solve support problems, training problems, and other issues that may arise. - Update and maintain technical knowledge base articles. - Ensure all interactions with OneStream customers are positive and handled with a high sense of urgency. - Lead by example and encourage information sharing, team-based resolution activity, cross-functional training & collaboration. - Emphasis on resolving cases as quickly & effectively as possible. - Assist in developing innovative solutions and building strong relationships with customers. Qualifications - College diploma or Bachelor’s degree in a technology-related field or equivalent work experience. - 2+ Years experience working in an IT helpdesk support role. - 1+ Years experience in Windows Server Administration (e.g. security policies, windows updates, windows server roles). - 1+ Years’ experience in Cloud Platform Technologies (e.g. Azure, AWS). - 1+ Years’ experience in Network Configuration and Troubleshooting (e.g. DNS, IP routing, VPN’s, Subnets). Preferred Education and Experience - Experience with Configuring Identity Providers (IdP) (e.g. Microsoft Entra ID, Okta, PingFederate, or Active Directory). - Experience with Microsoft Azure Cloud, SQL Server, IIS Web settings. - Experience using AI tools (e.g. Copilot, ChatGPT). - Experience in Linux environments. - Experience documenting best practices and procedures within an IT knowledge base. - Experience with PowerShell, VB.net, C# or Visual Basic. Any object-oriented programming language. - Prior experience with any of the following products: OneStream, Oracle Hyperion HFM, FDM, Planning, Essbase, Blackline, IBM Cognos or other EPM database solutions. - Kubernetes. - ServiceNow, Jira, Confluence. - Experience solving financial-driven support issues. Knowledge, Skills, and Abilities - Strong verbal and written communication skills. - Customer/Client Focus. - Problem Solving/Analysis. - Organizational Skills. - Technical Skills. - Analytical Skills. - Handling of critical escalations. - Self-starter & highly motivated. Travel Regular travel is not expected for this position; however, travel may arise as necessary. Benefits - Vision, Medical, Life, Dental, 401K. - Excellent Medical Plan. - Dental & Vision Insurance. - Life Insurance. - Short & Long Term Disability. - Vacation Time. - Paid Holidays. - Professional Development. - Retirement Plan.

United States
$75K - $90K / year
Job Closed

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