• Independently post accounts receivable, accounts payable and general ledger transactions using DATEV, including fixed-asset accounting • Code and verify incoming and outgoing invoices for accuracy and completeness • Handle payment transactions, reconcile and post cash entries to ensure smooth financial flow • Properly document and archive all relevant financial records and supporting documents in accordance with legal requirements • Reconcile and maintain accounts to ensure high data integrity and error-free bookkeeping • Support the preparation of monthly, quarterly and annual financial statements and produce monthly reports on the company’s financial position

• Design, build, and own core growth financial models that support forecasting, GTM strategy, and product development • Partner with GTM leaders on topline targets, evaluating resourcing decisions, and tracking performance against KPIs to dynamically influence strategic priorities and decision making • Evaluate the financial impact of strategic decisions across the company and translate insights into actionable recommendations • Develop and maintain models and analysis for return on investment • Synthesize complex information and present clear, compelling insights to senior leadership, including C-suite executives • Partner cross-functionally across Fusable to support forecast and budget processes

• Partner with assigned Services Practices leadership teams • Serve as a thought leader in all financial and operational decisions. • Work with practice leadership to create detailed budgets • Own and ensure accuracy of the business unit(s) financials. • Manage the budget and provide oversight on financial management with discipline and controls. • Establish key business metrics and KPIs to measure performance of the business, and to articulate drivers of business performance and profit profile while proactively highlighting areas of risks and opportunity. • Partner with broader FP&A, Accounting teams to support company-wide financial modeling, monthly close, reporting, and ad-hoc projects. • Provide finance approvals to support ongoing operations. • Develop and manage a high-performing FP&A team that supports the Services business units

• Own the Go-To-Market strategy for the Financial Services industry with a primary focus on Banking, including regional banks, super regionals, credit unions, and diversified financial institutions. • Serve as the internal banking subject-matter expert, translating industry trends, regulatory pressures, and operational challenges into differentiated positioning and field-ready messaging. • Design and execute vertical GTM plays that drive pipeline growth, improve win rates, and expand average deal size across the banking sector. • Partner closely with Sales leadership to embed banking plays into account strategies, deal pursuits, and territory planning. • Develop industry-specific messaging, value narratives, and use-case frameworks that resonate with CFOs, FP&A leaders, risk teams, and IT decision-makers. • Own sales enablement for the banking vertical, including the development of playbooks, talk tracks, competitive battlecards, and ROI and business case tools. • Lead cross-functional GTM planning for banking-specific launches, campaigns, field events, and executive programs. • Collaborate with Field Marketing to activate industry campaigns, ABM programs, webinars, and in-person events. • Drive buyer persona development and industry research to uncover new opportunities and inform product and GTM strategy. • Partner with Competitive Intelligence to develop banking-specific competitive positioning and win strategies. • Influence product roadmap priorities by providing market, customer, and competitive insights from the banking vertical. • Build a strong customer advocacy program within Financial Services, including case studies, videos, and reference accounts. • Represent OneStream as a banking thought leader at industry conferences, analyst briefings, and customer events. • Track and report success metrics, including pipeline influence, win rates, ACV growth, and campaign performance.