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Experienced Remote Consultant – Financial Planning and Analysis with OneStream Expertise

Remote, USA Full-time Posted 2025-11-03

Join the OneStream Team as a Remote Consultant and Unlock Your Career Potential

OneStream is a leading provider of intelligent finance platforms, empowering organizations to make confident decisions and maximize business impact. We're seeking an experienced Remote Consultant to join our team, supporting customers, internal staff, and partners throughout their implementations and post-implementation experiences. As a Remote Consultant, you'll have the opportunity to work with our cutting-edge technology, collaborate with a talented team, and grow your career in a dynamic and supportive environment.

About OneStream

OneStream is an independent software company backed by private equity investors, providing an intelligent finance platform built to enable confident decision-making and maximize business impact. Our platform unifies data management, financial close and consolidation, planning, reporting, analytics, and machine learning, empowering Finance and Operations teams with AI-enabled insights to make faster and more intelligent decisions every single day.

Job Summary

We're looking for a highly skilled Remote Consultant to support our customers, internal staff, and partners throughout their implementations and post-implementation experiences. As a Remote Consultant, you'll provide support and enablement for our customers, partners, and internal resources, utilizing your expertise in OneStream and financial planning and analysis. This is a fantastic opportunity to grow your career, work with a talented team, and contribute to the success of our customers.

Key Responsibilities

  • Perform application reviews and provide post-project go-live support and consulting to customers
  • Troubleshoot data discrepancies and analyze consolidated data, customer issues, member formulas, and business rules
  • Build reports, security models, custom dashboards, and custom event processes
  • Assist during customer transitions and build integrations
  • Gather business requirements regarding application support requests and work with the application services team to apply knowledge of OneStream product and features
  • Create Knowledge Base documents to develop best practices and submit enhancement requests and bugs on behalf of customers and/or partners
  • Work with Development teams to test software enhancements and new functionality
  • Assist in UAT of future OneStream software releases and custom AAS Solutions Track tasks
  • Effectively communicate throughout the lifecycle of an open ticket/issue with customers
  • Help build and test content for Trainings, Events, and Conferences

Requirements and Qualifications

Essential Qualifications

  • College diploma or Bachelor's Degree in a technology-related field or equivalent work experience
  • 5+ years of full-time accounting/finance experience (or equivalent)
  • 2-5 years of experience consulting for CPM software implementations or development
  • SQL, VB.Net, C#, or similar coding experience
  • Financial Skills (in-depth understanding of financial concepts, intercompany eliminations, General Ledgers, debits, credits, etc.)
  • Understanding, analyzing, and articulating common business processes and decisions to develop easy-to-use customer solutions
  • Outstanding MS Office skills, specifically with Excel

Preferred Qualifications

  • 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)
  • Prior experience with any of the following products:
    • OneStream XF
    • SAP Outlooksoft BPC
    • SAP BOFC (Cartesis)
    • HFM (Hyperion Financial Management)
    • FDM (Financial Data Quality Management) or UpStream
    • Hyperion Planning
    • Hyperion Essbase
    • IBM Cognos
    • Or other EPM solutions

Personal Attributes

  • Ability to troubleshoot with little 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
  • 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
  • Legally authorized to work for any company in the country where this position is located without sponsorship

What We Offer

At OneStream, we're committed to providing an exceptional work environment and benefits package to support the well-being and growth of our team members. Some of the benefits we offer include:

  • Competitive salary: $100,000 - $130,000 (Range applies to US candidates only) + Benefits/Variable Comp/Equity
  • Excellent Medical Plan
  • Dental & Vision Insurance
  • Life Insurance
  • Short & Long Term Disability
  • Vacation Time
  • Paid Holidays
  • Professional Development opportunities
  • Retirement Plan

Why Join the OneStream Team?

At OneStream, we're passionate about empowering Finance and Operations teams with AI-enabled insights to make faster and more intelligent decisions. We offer a dynamic and supportive work environment, opportunities for growth and development, and a commitment to transparency and customer success.

  • Transparency around corporate structure, salary, and benefits
  • Core value of customer success
  • Variety of project work (not industry specific)
  • Strong culture and camaraderie
  • Multiple training opportunities

How to Apply

If you're a motivated and experienced professional looking to grow your career, we encourage you to apply for this exciting opportunity. Please submit your application today, and join the OneStream team as a Remote Consultant!

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