Consultant

OneStream • Full-time • United States • 1m ago

Why This Job is Featured on The SaaS Jobs

This Consultant role sits squarely in the SaaS ecosystem where enterprise finance teams increasingly rely on configurable, cloud delivered platforms rather than bespoke reporting stacks. Work centered on implementing OneStream XF reflects a common SaaS pattern: translating a standardized product into a customer specific operating model, then making it reliable enough to support recurring planning and reporting cycles.

For a SaaS career, this kind of implementation work builds durable strengths at the intersection of product, data, and stakeholder management. It develops fluency in requirements discovery, solution design, and documentation practices that scale across multiple customers and industries. It also strengthens the ability to communicate technical tradeoffs to finance leaders, a skill that carries into customer success leadership, solutions architecture, or product oriented roles within B2B SaaS.

The position is best suited to professionals who prefer structured problem solving and can independently drive workstreams while staying aligned with a broader delivery team. It will fit someone who enjoys hands on configuration and data modeling, values clear written artifacts, and is comfortable operating in customer facing settings where credibility is built through preparation and follow through.

The section above is editorial commentary from The SaaS Jobs, provided to help SaaS professionals understand the role in a broader industry context.

Job Description

Consultant

Location:                   Remote, USA
Employment Type: Full-Time
Compensation:       $68,000.00-85,000.00 (Range applies to US candidates only) + Benefits/Variable Comp - Range may vary based on experience.
Benefits Offered:    Vision, Medical, Life, Dental, 401K

Summary

This Consultant position will provide an integral consultative component to our customer’s ongoing efforts to expedite the ROI and maximize the effectiveness of their business performance management solutions, especially OneStream XF. Consultants are responsible for providing solutions by working with customers to develop applications primarily for financial reporting. A Consultant has hands-on knowledge of OneStream XF and a track record of successful implementations as well as core product training. A Consultant completes the implementation work in a timely manner and can assist in validating the requirements and design of the application.

A Consultant performs the routine and non-routine activities in each area of responsibility independently, with minimal coaching and supervision. OneStream Consultants typically work together with customer resources and frequently with a team of other consultants to implement complex web-based Business Performance Management solutions. Teamwork is an important function of this role. The ideal candidate possesses experience working in finance organizations, with sound understanding of the nature of work performed by financial analysts, controllers, finance directors, and CFOs.

Primary Duties and Responsibilities

Build extensible cubes & metadata, data sources, transformation rules, forms, journal templates, workflows.
Migrate the various OS application (metadata, CV's, Dashboards, etc) and system (security, custom tables, etc) artifacts.
Write certification questions.
Write cube views, report books, dashboards (reports & charts,) custom workspace dashboards, quick views.
Write basic conditional business rules and basic XFBR business rules.
Write application & project documentation.
Communicate effectively with the project team as well as the customer’s senior management team.
Conduct customer training.
Act as an onboarding guide/mentor to new Consultants.
Produce project documentation including status reports, design documentation framework, application documentation, end-user training materials, test scripts, validation templates, etc.
Participate in Regional, North America, and Global practice calls.
Present Lunch & Learn knowledge share sessions.
Respond to Inquiries from OneStream Employees via OneCommunity.
Compile & distribute Weekly Status Reports.

Required Education and Experience

Bachelor's degree in fields such as (but not limited to) Accounting, Business, Finance, Information Systems, Mathematics, CIS, OR equivalent work experience.
2 – 5 years relevant work experience including CPM experience.
Demonstrated experience with MS Office and data modeling skills.
Knowledge of financial accounting processes.
Strong critical thinking and analytical background (consulting, banking, research).
Superior presentation skills.
Strong technical skills/background as it relates to product implementation.
Experience with databases (Oracle, Essbase, etc.).

Preferred Education and Experience

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 programing a plus.
Prior experience with any of the following products is a plus:
SAP Outlooksoft BPC
SAP BOFC (Cartesis)
HFM (Hyperion Financial Management)
FDM (Financial Data Quality Management) or UpStream
Hyperion Planning
Hyperion Essbase
IBM Cognos

Knowledge, Skills, and Abilities

Strong analytical skills.
Creative and innovative as it pertains to problem solving.
Strong presentation and customer service skills.
Self-directed, ability to manage time independently and with minimal supervision.
Knowledge of financial accounting processes.
Ability to interact with customers with a high degree of professionalism.

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 benefits
Core value of customer success
Variety of project work (not industry-specific)
Strong culture and camaraderie
Multiple training opportunities

Benefits at OneStream
OneStream employees are passionate, hardworking individuals who go above and beyond to keep our customers happy and follow through on our mission statement. They consistently deliver the best and in turn, we make every effort to keep them cared for and happy. A sample of the benefits we provide are: