• 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.

• Supporting customers, internal staff, and partners through implementations • Providing post-implementation support • Mentoring new peers and leading projects • Troubleshooting data discrepancies and analysis of consolidated data • Building reports, security models, custom dashboards, and custom event processes • Supporting software enhancements and new functionality • Assisting in User Application Testing (UAT) of future OneStream software releases

• Responsible for delivering financial services, including managing payments to IFM suppliers, calculating monthly expense accrual, revenue accrual, and period close. • Coordinating JLL Client billings to account team in a timely and accurate manner while enforcing and complying with Jones Lang LaSalle’s accounting policies and procedures. • Review the billing template from the site team with supporting documents such as contract terms, T&E report, Reimbursable expense tracker, open AR analysis, and follow-up. • Manage bank balance and review Open AP and highlight payment schedule list. • Assist in the review of Open PO reports (JDE Vendors) and educate teams on common errors and build overall knowledge of operational teams. • Educating site teams on process flow, including knowledge of the line of corrective actions required when errors arise; objective to build a self-help culture. • Work with the site team and client finance to calculate monthly accrual. • Assisting with variance reporting compilation for APAC; working with the core team on streamlining reports/processes. • Assisting the core team with forecast and budgeting processes, with the concurrent objective to streamline reports/processes. • Month-end checklist review. • Assisting with other ad-hoc work as required.