Senior Remote Consultant

About the role

Join our dynamic Customer Support and Remote Consulting (CSRC) team as a Senior Remote Consultant! In this exciting role, you will be supporting our customers, internal staff, and partners, guiding them through their implementations and ensuring a seamless post-implementation experience. You'll play a crucial part in empowering OneStream customers, partners, and internal teams by providing exceptional support and enablement.

Primary Duties And Responsibilities

• Lead Application Reviews or Strategic Technical Projects.
• Provide the customer with post project go live support and consulting, tasks might include but are not limited to: Troubleshooting data discrepancies and analysis of consolidated data, customer issues, member formulas and business rules. Building reports, security models, custom dashboards, and custom event processes.
• Aid during customer transition.
• Build Integrations.
• Gather of business requirements as necessary regarding application support requests.
• Lead and empower application focused team members to apply knowledge of OneStream product and features to support the customer’s business.
• Review and approve Knowledge Base documentation, to further develop best practices.
• Focus on business level initiatives, engaging with customers and partners to drive application-focused success.
• Submit reports of product issues on behalf of the customer and/or partner via defined processes.
• Support testing of software enhancements and new functionality.
• Aid in User Application Testing (UAT) of future OneStream software releases and custom CSRC Solutions.
• Track tasks accomplished, time spent, and milestones completed using defined tools.
• Effectively communicate throughout the lifecycle of an open case/issue with customer or partner.
• Help build and test content for Trainings (lunch and learns, internal trainings, etc.), events and conferences.

Required Education And Experience

• Degree in a field such as (but not limited to) Accounting, Business, Finance, Information Systems, Mathematics, CIS, or equivalent work experience.
• 2+ years of relevant experience (i.e. CPM, software implementations, development, financial/accounting systems).
• Minimum 24 months of OneStream Consulting experience.
• Functional experience within Financial Close/Consolidation.

Preferred Education And Experience

• Master’s 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).
• Experience with VB.net or Visual Basic.
• Any object-oriented programming a plus.
• OneStream Certified Associate.
• Experience with Corporate/Enterprise performance management (CPM/EPM) software products including, but not limited to:OneStreamSAP BPC (Outlooksoft), SAP BOFC (Cartesis)HFM (Hyperion Financial Management), FDM (Financial Data Quality Management), Upstream, Hyperion Planning, Hyperion EssbaseIBM CognosAnaplanOther CPM/EPM solutionsCPM/EPM integrations

Knowledge, Skills, And Abilities

• Demonstrate Consulting principles in daily work and follows processes consistently.
• Lead application Reviews or Strategic Technical Projects.
• Ability to understand, analyze, and articulate common business processes and decisions to develop easy-to-use customer solutions.
• Financial Skills (high-level understanding of financial concepts, intercompany eliminations, General Ledgers, debits, credits, etc.).
• Ability to troubleshoot without supervision.
• Ability to manage project deliverables and complete multiple tasks on time with specific requirements.
• Ability to effectively operate independently or in a team environment.
• Outstanding MS Office skills, specifically with Excel.
• Strong critical thinking and analytical background (consulting, banking, research).
• Technical skills/background as it relates to software.
• Organized.
• Strong decision-making skills.
• Excellent verbal and written communication skills.
• Self-motivated, self-starter.
• Excellent analytical skills.
• Ability to think fast on their toes.
• Ability to evaluate pros and cons.
• Prioritization skills.
• Comfortable communicating with all levels of management.

Who We Are

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.

Why Join The OneStream Team

Transparency around corporate structure, salary, and benefitsCore value of customer successVariety of project work (not industry-specific) Strong culture and camaraderieMultiple training opportunities

Benefits At OneStream

• Excellent Medical Plan
• Dental & Vision Insurance
• Life Insurance
• Short & Long Term Disability
• Vacation Time
• Paid Holidays
• Professional Development
• Retail Plan