Principal Delivery Manager

🔥 7 minutes ago

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OneStream Software

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

☁️ SaaS

💸 Finance

🤝 B2B

SaaS • Finance • B2B

OneStream is an AI-driven enterprise performance management (EPM/CPM) software platform built for the Office of the CFO. It unifies financial close and consolidation, planning and forecasting, reporting and analytics, ESG reporting, and operational data into a single intelligent platform so finance teams have a single source of truth. OneStream positions itself as an "AI operating system for modern Finance," embedding governed AI capabilities across workflows (forecasting, scenario modeling, reconciliations, narrative reporting and agentic finance), and is marketed as a SaaS/enterprise solution for large finance organizations and corporate accounting teams. The company is recognized by analysts (Gartner leader in Financial Close & Consolidation and Financial Planning categories) and partners with Microsoft to embed its capabilities in Microsoft 365.

📋 Description

• Work with new Silver partners, and others upon request, to jointly deliver successful implementations of OneStream including, but not limited to: Engage with partner prior to project kick-off to agree upon roles and responsibilities. • Assist partner to prepare for design workshops after debriefing on documented requirements. • Co-lead customer design sessions with partner, and coach partner on preparation of design documentation. • Perform guidance to partner on design throughout build phase and help to establish roll-out plans. • Provide technical expertise and architectural guidance during critical project milestones. • Communicate personal and project status to OneStream, partner, and customer management. • Perform the following services to partners and customers upon request through ServiceNow: Provide design document reviews with written recommendations, noting any design or performance concerns. • Provide app health checks to customers with written recommendations, noting any build or performance concerns. • Assist partners with ad hoc design/technical guidance or project scoping. • Perform support for small-sized projects to partners and customers. • Work with Product Development/Management testing of new functionality, upon request. • Participate and present in webinars and annual Splash and Wave conferences, upon request. • Provide global domain expertise to junior members within cross-department subject matter expert groups. • Mentor and develop staff through coaching, teamwork, self-directed learning, and mentoring. • Actively promote to peers about OneStream’s engagement methodology, core values, attitudes, business ethics, etc. • Provide subject matter expertise to peers and other individuals in cross-departmental groups.

🎯 Requirements

• Bachelor’s degree in fields such as (but not limited to) Accounting, Business, Finance, Information Systems, Mathematics, or CIS; or equivalent work experience. • 10+ years relevant EPM work experience, to include 5+ years OneStream experience. • Extensive experience leading complex and multiple OneStream (or comparable EPM) implementations, owning scoping across engagements, and acting as lead or principal solution architect setting design standards for delivery teams. • Knowledge of financial accounting processes. • Strong critical thinking and analytical background (consulting, banking, research) • Excellent technology skills related to product implementation. • Experience with databases (Oracle, Essbase, etc.) • Proficient in basic computer skills and Microsoft Office products (Word, Excel, PowerPoint).

🏖️ Benefits

• Additional variable compensation and benefits may apply