OneStream Functional Lead

About the role

We are seeking an experienced OneStream Functional Consultant to join our dynamic team. This role involves leading the design, configuration, and delivery of OneStream solutions, translating business and finance requirements into platform configurations that meet operational and reporting objectives. You will mentor junior consultants, drive platform best practices, and collaborate closely with functional leads, technical leads, and business stakeholders throughout the full implementation lifecycle.

Responsibilities

• Lead functional requirement gathering sessions with finance, accounting, FP&A, and controllership teams.
• Lead functional design sessions and produce Business Requirements Documents (BRD), Functional Design Documents (FDD), and configuration workbooks.
• Define dimension hierarchies, chart of accounts mapping, and intercompany elimination rules.
• Design and configure OneStream applications including workflows, metadata, account structures, and consolidation logic.
• Configure financial close workflows, task management, and ownership structures within OneStream Close Manager.
• Configure and validate currency translation, equity pickup, and minority interest calculations.
• Cover coordination with developers to translate functional designs into technical Business Rules and Data Management workflows.
• Conduct functional testing, UAT support, and defect management/triage during implementation phases.
• Deliver training, training materials, and post-go-live hypercare support.
• Support change management activities and work with stakeholders to drive user adoption.
• Assist in project planning, status reporting, and risk escalation.
• Mentor and provide guidance to junior functional consultants; conduct functional reviews and enforce best practices.
• Support the new business proposal process – business case creation, SOW preparation, RFP responses, driving client conversation/presentations to dive business opportunities.
• Demonstrate executive presence during frequent upward interaction with direct supervisor.

Requirements

• Minimum of 1 year experience designing and developing OneStream platforms (workflows, forms, cube views, dashboards, and quick views).
• Minimum of 3 years experience with Requirements gathering, Functional Testing, User Acceptance Testing and Training.
• Minimum of 2 years working knowledge and expertise in the performance management function (consolidations or planning).
• Minimum of 3 years of functional experience of financial consolidation, intercompany eliminations, and multi-currency reporting with a solid knowledge of financial close processes, chart of accounts design, and management reporting.
• Minimum of 2 years of experience in creating functional deliverables including Requirements, Design and Test documentation.
• OneStream Certified (OCS): Financial Close or Reports & Dashboards (if not already certified, willingness to become certified in 6 months).
• Bachelor's degree or equivalent (minimum 12 years' work experience).

Qualifications

• Experience in one or more of the following industries: Industrial Manufacturing/Automotive, Energy, Consumer Goods, Retail, Public Sector, or Banking.
• Experience with advanced OneStream capabilities; Sensible AI, CPM Express etc.
• Experience with OneStream application build courses (Application Build for Consultants or Administrators or Essentials Trainings).
• Experience with OneStream advanced courses.
• Experience designing and/or configuring OneStream modules (SML, People Planning, CAPEX, Thing Planning, etc.).
• Experience designing and/or configuring solutions with similar planning and analytics technologies such as Oracle/Hyperion, Cognos TM1, SAP, Anaplan, Adaptive, Host Analytics, etc.
• Obtained a OneStream Certifications.
• Proven success in contributing to a collaborative environment.
• Proven ability to work creatively and analytically in a problem-solving environment.
• Desire to work in an information systems environment.
• Desire to learn modern technologies like AI/ML and how they augment EPM.
• Excellent leadership, communication (written and oral) and interpersonal skills.

Skills

• Strong finance process knowledge.
• Hands-on OneStream configuration experience.

Benefits

Our benefits package includes medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. For more information, see our U.S. Employee Benefits page.

Pay

Annual salary range: $87,400 to $266,300 based on location.

Schedule

Travel may be required for this role. The amount of travel will vary from 0 to 100% depending on business need and client requirements.