OneStream Lead Consultant

Remote, USA
Posted Jun 14, 2026
Full-time

ONESTREAM LEAD CONSULTANT

 

Location: Remote, USA

Employment Type: Full-Time

Compensation: $114,000 to $148,000 (Range applies to US candidates only) + Benefits/Variable Comp - Range may vary based on experience. 

Benefits Offered: Vision, Medical, Life, Dental, 401K

 

Summary

This 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 . 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 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

 

Demonstrate the core/advanced functionality of single solution on the OneStream platform

Engage in conversations with Sales to discuss implementation of a use case at current or prior customer (or employer)

Delegate tasks to and mentor other members of the team

Independently complete implementation work and project documentation

Review and finalize documentation and application elements prepared by other junior team members

Lead troubleshooting and resolution of application issues

Lead a full multi-solution design session; prepare complete design document.

Assist in identifying roles and responsibilities for projects

Provide feedback on team performance

Responsible for managing small projects in accordance with the PRIME methodology

Create and maintain project financials, project plan, and status reporting

Propose session ideas for Splash

Author Blog Posts for OneCommunity

Identify and recreate issues for tracking and resolution with product development

Conduct customer training

Lead customer meetings, manage customer relationship

Foster a knowledge sharing culture within the OneStream community

Present topics to the department during ad-hoc calls and at the annual summit Lunch & Learn knowledge share sessions

Participate in OneCommunity forums

 

Required Education and Experience

Bachelor's degree in fields such as (but not limited to) Accounting, Business, Finance, Information Systems, Mathematics, or CIS, or equivalent work experience.

8+ years of Implementing CPM Solutions, with 3+ years Implementing OneStream

An active OneStream Certified Professional (OCP) – Core Platform Architect digital credential

Extensive experience with SQL, C#, VB.NET or similar programming experience 

High degree of proficiency with MS Office and data modeling skills

Deep understanding of financial accounting and/or planning processes

Strong critical thinking and analytical background (consulting, banking, research)

Superior presentation skills

Strong technical skills/background as it relates to product implementation

Prior Experience with databases (Oracle, Essbase, etc.)

 

 Preferred Education and Experience

Other OneStream Certification(s) digital credentials or micro-credentials

Master’s degree in Business, Accounting, Finance, or Information Technology.

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)

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

Ability to apply software knowledge to functional business requirements by leading requirements, scoping, and design sessions

Ability to create and finalize project documentation per PRIME Methodology guidelines

Ability to apply basic standard project management principles and practices to deliver results

Ability to design a solid foundational OneStream core application using extensibility

Ability to write complex OneStream business rules and member formulas of any type

Ability to design, build and customize any OneStream built solutions and accelerators that can be downloaded from the Solution Exchange

Increasing ability to take on more senior roles in implementations 

 

Travel 

Travel Requirement: Regular travel is a critical part of this role and a willingness to travel up to 80-100% of work time is required.

 

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:

Excellent Medical Plan

Dental & Vision Insurance

Life Insurance

Short & Long Term Disability

Vacation Time

Paid Holidays

Professional Development

Retirement Plan

 

All candidates must be legally authorized to work for any company in the country where this position is located without sponsorship.

 

OneStream is an Equal Opportunity Employer. 

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