OneStream Technical / Functional Consultant

Role: OneStream Technical / Functional Consultant

Location: NYC, NC (Hybrid)

Day to Day Job Duties: (what this person will do on a daily/weekly basis)
Support the design, configuration, implementation, and enhancement of enterprise OneStream EPM solutions for Finance, FP&A, Product Control, and Financial Control functions.
Gather, analyze, and document business requirements and translate Finance and FP&A needs into scalable OneStream functional and technical solutions.
Configure and develop OneStream metadata, dimensions, hierarchies, cubes, workflows, business rules, forms, dashboards, cube views, and reporting solutions.
Design and implement budgeting, forecasting, management reporting, variance analysis, driver-based planning, and financial planning capabilities within OneStream.
Support financial consolidation processes including intercompany eliminations, multi-entity reporting, multi-currency translation, and financial statement reporting.
Develop and maintain cost allocation models, allocation drivers, planning assumptions, reporting structures, and forecasting models.
Design, develop, and support integrations between OneStream and ERP, General Ledger, and other enterprise financial systems.
Develop and maintain data loads, transformation rules, Data Management sequences, reconciliation processes, and data quality controls.
Perform financial data reconciliation between source systems, General Ledger, and OneStream environments to ensure completeness and accuracy.
Support Hyperion-to-OneStream migration initiatives including assessment, mapping, data migration, report conversion, reconciliation, testing, and production deployment.
Develop and troubleshoot OneStream Business Rules, VB.NET customizations, calculation rules, workflow logic, transformation rules, cube views, dashboards, and reporting components.
Create functional specifications, technical design documents, requirements traceability matrices (RTMs), operational documentation, and support artifacts.
Execute unit testing, system integration testing, regression testing, and support user acceptance testing activities.
Provide production support during monthly, quarterly, and annual financial close, reporting, and forecasting cycles.
Conduct root cause analysis, troubleshoot application issues, and implement sustainable corrective actions.
Collaborate with Finance, FP&A, Accounting, Product Control, Financial Control, Technology, Data Integration teams, and third-party implementation partners.
Communicate complex OneStream and Finance concepts effectively to both technical and business stakeholders.
Participate in Agile ceremonies including sprint planning, backlog grooming, daily stand-ups, and retrospectives.
Ensure adherence to enterprise architecture, security, governance, audit, and financial controls standards.

Basic Qualifications: (what are the skills required for this job with minimum years of experience on each)
Minimum 8+ years of experience in EPM/CPM implementation, Finance Technology, Corporate Performance Management, or Enterprise Performance Management projects.
Minimum 3+ years of hands-on experience implementing and supporting OneStream solutions.
Expert-level experience with OneStream implementation, configuration, and administration.
Strong experience with OneStream Metadata Management, Dimensions, Hierarchies, Cubes, Workflows, Forms, Cube Views, Dashboards, and Reporting.
Advanced experience developing OneStream Business Rules, Calculation Rules, Transformation Rules, and Data Management processes.
Strong understanding of Financial Consolidation, Intercompany Eliminations, Multi-Currency Translation, Financial Reporting, and Management Reporting.
Advanced experience supporting FP&A processes including Budgeting, Forecasting, Driver-Based Planning, Variance Analysis, and Cost Allocation models.
Strong experience integrating OneStream with ERP, General Ledger, and other enterprise financial systems.
Advanced experience performing financial data reconciliation, data validation, and data quality management activities.
Strong hands-on experience with SQL development, data analysis, performance tuning, reconciliation, and troubleshooting.
Experience with VB.NET development or OneStream scripting frameworks.
Experience supporting Hyperion to OneStream migration, modernization, or legacy EPM transformation initiatives.
Strong understanding of SDLC methodologies, Agile delivery frameworks, testing practices, release management, and production support.
Excellent analytical, problem-solving, stakeholder management, communication, and documentation skills.
Ability to independently translate Finance requirements into technical OneStream solutions and manage multiple priorities in fast-paced environments.
Banking, Capital Markets, Investment Banking, or Financial Services industry experience preferred.

Travel: 
Travel may be required based on project and client needs (typically up to 10-20%).

Degree: 
Bachelor’s degree in finance, Accounting, Computer Science, Information Systems, Engineering, or a related discipline. Equivalent work experience may be considered.

Nice to Have; (But not a must)
OneStream Certification.
Experience with Banking, Investment Banking, Corporate Banking, Capital Markets, or Financial Services organizations.
Experience with Hyperion Planning, Hyperion Financial Management (HFM), Essbase, or other legacy EPM platforms.
Knowledge of US GAAP, IFRS, financial controls, and regulatory reporting processes.
Experience designing and supporting complex legal entity, cost center, profit center, and management reporting hierarchies.
Experience with advanced cost allocation methodologies and profitability management frameworks.
Exposure to enterprise Finance transformation and EPM modernization programs.
Experience with enterprise reporting, executive dashboards, and performance management solutions.
Knowledge of Finance data governance, metadata management, and master data management practices.
Experience working with global stakeholders, consulting teams, and third-party implementation partners.
Familiarity with Azure DevOps, Git, CI/CD processes, and release management frameworks.
Experience supporting large-scale financial close, reporting, and planning environments.
Strong consulting and stakeholder management skills with the ability to bridge Finance and Technology organizations.