
1001 - 5000 employees
💸 Finance
🏢 Enterprise
💰 Series B on 2021-04
Software • Finance • Enterprise
OneStream Software is a financial software solutions provider that specializes in streamlining financial consolidation, reporting, and planning processes for businesses. Their platform is designed to enhance organizational efficiency by integrating various financial functions into a single, easily manageable system, thereby enabling businesses to make informed decisions based on real-time financial data.
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1001 - 5000 employees
💸 Finance
🏢 Enterprise
💰 Series B on 2021-04
Software • Finance • Enterprise
OneStream Software is a financial software solutions provider that specializes in streamlining financial consolidation, reporting, and planning processes for businesses. Their platform is designed to enhance organizational efficiency by integrating various financial functions into a single, easily manageable system, thereby enabling businesses to make informed decisions based on real-time financial data.
• Act as a trusted advisor and strategic resource within the OneStream client base • Present solution options and plans to deliver OneStream solutions efficiently and effectively • Manage strategic implementation projects based on client size, industry, billable revenue, complexity, and global presence • Partner with Sales, Services, and Support teams to manage expectations and ensure client referenceability and retention • Identify additional opportunities for OneStream within client organizations • Manage engagement economics and coordinate with other OneStream service lines across multiple accounts • Provide full-scope project management from initiation through planning, execution, control, and closure • Develop and maintain project plans and schedules covering scope, quality, time, and budget • Communicate progress, issues, and risks to clients and internal stakeholders • Manage and document scope changes affecting project budgets and schedules • Apply OneStream's engagement methodology and serve as focal point for partner-led projects • Maintain relationships with third-party partners and vendors • Build relationships with practice directors, regional sales directors, and clients to support consulting service and software license sales • Support local sales pipeline-filling events, including CPM seminars and webinars • Assist implementation workstreams, oversee project budgets, review deliverables for quality, and oversee improvements to project management tools • Support onboarding and engagement initiatives, identify staffing requirements, maintain project staffing levels, participate in recruitment, and mentor new team members • Serve as subject matter expert for Waterline, PRIME, and other methodologies • Perform other duties as required
• Bachelor's degree in Accounting, Business, Finance, Information Technology, Mathematics, CIS, or equivalent area of study • 12–15 years of related work experience, including implementing complex software solutions • 8+ years of project management experience or equivalent level of technology project lead experience • Demonstrated experience with Microsoft Project or related project management software tools • Excellent critical thinking and analytical skills • Strong planning, organization, and time management skills • Strong presentation skills and ability to present complex topics in an easily digestible manner • Excellent ability to coach and mentor junior team members • Ability to discuss prior engagements with prospects and facilitate or participate in reference calls • Excellent oral and written communication skills • Ability to work independently and in group settings • Ability to embrace change and quickly adapt to new situations • Must be legally authorized to work for any company in the United States without sponsorship • Regular travel availability of approximately 80%–100%
• Vision insurance • Medical insurance • Life insurance • Dental insurance • 401(k) / retirement plan • Short- and long-term disability insurance • Vacation time • Paid holidays • Professional development • Multiple training opportunities • Variety of project work • Strong culture and camaraderie • Transparency around corporate structure, salary, and benefits
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