ERP/CRM Consultant

About the role

We are looking for an experienced ERP/CRM Consultant to support a OneStream financial systems implementation in Katy, Texas. This Long-term Contract position will serve as a critical link between finance stakeholders, internal business teams, and the implementation partner to help deliver a practical, sustainable solution. The ideal candidate brings strong OneStream expertise along with the ability to bridge accounting requirements and system capabilities in a hands-on, techno-functional capacity.

Responsibilities

• Act as the primary internal advisor during the OneStream implementation, ensuring business objectives are clearly conveyed to the implementation partner and reflected in the delivered solution.
• Work across the full project lifecycle by contributing to discovery sessions, solution planning, system setup, validation activities, deployment preparation, and post-launch support.
• Build and enhance reporting capabilities within OneStream, including financial reports, dashboards, Cube Views, and Excel-connected reporting outputs.
• Convert finance and accounting needs into workable system designs and functional configurations that support reporting, consolidation, planning, and forecasting activities.
• Assess proposed configurations and design decisions from the implementation partner to confirm they support business expectations and long-term maintainability.
• Coordinate data-related activities such as mappings, reconciliations, metadata alignment, workflow setup, and integration points between OneStream and source financial platforms.
• Partner closely with Accounting, FP& A, Finance leadership, IT, and other stakeholders to resolve issues, clarify priorities, and maintain project momentum.
• Prepare user guides, training content, and supporting documentation, then lead knowledge transfer sessions to help teams confidently use and maintain the platform.
• Support testing efforts by guiding user acceptance activities, tracking defects, and helping the organization prepare for a successful production rollout.

Requirements

• 5+ years of relevant experience, including strong hands-on work with OneStream and participation in multiple end-to-end implementations.
• Solid knowledge of accounting and finance processes such as financial close, consolidation, budgeting, forecasting, and management reporting.
• Proven ability to create, customize, and support reporting solutions within OneStream.
• Experience operating in a techno-functional role with the ability to communicate effectively across technical teams and finance stakeholders.
• Strong background in requirements gathering, documentation, testing coordination, and problem resolution.
• Experience working with a systems integrator or implementation partner while representing client-side business interests.
• Ability to deliver end-user training and create practical documentation for finance teams or system administrators.
• Familiarity with integrations from general ledger or enterprise systems into OneStream is considered an advantage.

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• Life and disability insurance
• 401(k) plan eligibility