Serve as the primary strategic advisor to senior finance stakeholders at assigned accounts, owning the AI adoption roadmap from initial deployment through sustained operational ownership.
Participate directly in the design and delivery of AI use cases at assigned accounts, including solution architecture, data pipeline configuration, and implementation oversight — particularly during initial deployment and expansion phases.
Lead adoption and change management strategy for AI-enabled finance processes, ensuring customer organizations can confidently own non-deterministic AI outputs independently.
Design and facilitate executive workshops, business reviews, and readouts that connect AI capabilities to measurable financial outcomes (forecast accuracy, cycle time, process efficiency).
Engage directly with customer finance and data teams to deliver, validate, and refine AI solutions within the OneStream ecosystem.
Identify and validate expansion use cases within assigned accounts by translating business objectives into actionable AI implementation plans aligned to the SensibleAI product portfolio.
Build 24-36 month AI roadmaps per account, sequencing use cases by business impact, technical feasibility, and organizational readiness.
Partner with Sales and Account Management to position AI expansion opportunities during renewal and upsell cycles, activating revenue from inside the account.
Evaluate cross-functional process and forecasting opportunities that extend AI value beyond single-function deployments.

Requirements

Bachelor’s degree in finance, accounting, business, computer science, data science, or relevant combination of education and experience.
8–15 years of experience in finance transformation, FP&A advisory, CPM/EPM consulting, or enterprise financial software delivery.
3–5 years of experience with AI/ML concepts applied to financial planning, forecasting, or analytics workflows.
Deep ML engineering expertise is not required; AI fluency and the ability to translate AI outputs into business context is essential.
Demonstrated success leading change management workstreams on ERP, EPM, or financial systems transformation programs.
Experience in customer-facing advisory roles with direct engagement at the C-suite or VP level (CFO, VP FP&A, VP Finance).
Track record of identifying and activating expansion opportunities within enterprise accounts through trusted advisory relationships.
Experience at a Big 4 firm, Global Systems Integrator, or enterprise software vendor in a finance-focused consulting or advisory capacity.

Benefits

Vision
Medical
Life
Dental
401K

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

AI adoptionsolution architecturedata pipeline configurationAI use casesfinancial planningforecastinganalytics workflowschange managementERP systemsEPM systems

Soft Skills

strategic advisorycustomer engagementleadershipcommunicationworkshop facilitationrelationship buildingchange managementbusiness impact analysisorganizational readinesscollaboration