CFO Solutions

Solutions Engineer

• Partner with finance and business leaders to understand FP&A requirements and translate strategic objectives into effective OneStream solutions.
• Design, build, and maintain OneStream applications supporting budgeting, forecasting, and financial reporting.
• Configure system components including dimensions, hierarchies, business rules, workflows, and input forms to meet client needs.
• Provide expert-level guidance and ongoing support to end users, ensuring optimal performance and system reliability.
• Collaborate with IT and data integration teams to ensure seamless connectivity between OneStream and other enterprise financial systems.
• Stay current on OneStream product updates, leveraging new functionality to enhance FP&A capabilities and improve solution design.
• Ability to create custom partner solutions based on internal strategic initiatives as productized unique offerings.
• Ability to oversee the technical and functional delivery team through SDLC.

OneStream Planning Solution Architect

Consultant

• Facilitate requirements gathering
• Develop and document application design
• Oversee build of dimensions, metadata, templates, reports and data models
• Communicate independently with clients to follow up on risks and action items
• Prepare user acceptance use cases and test scripts
• Facilitate user acceptance testing
• Document end user guides and deliver training
• Adhere to project management methodologies
• Adhere to quality assurance processes
• Delegate effectively to junior team members
• Mentor and coach team members
• Participate in internal initiatives
• Participate in business development activities at existing clients
• Develop skills in new technologies

OneStream Planning Solution Architect

Principal Consultant, Planful