Remote Consultant (Financial Software Integrations)

Remote Consultant 

 

Location:                             Remote, USA

Employment Type:           Full-Time

Compensation:                 $104,000 - $130,000 (Range applies to US candidates only) + Benefits/Variable Comp/Equity - Range may vary based on experience. 

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

 

Summary

Join our dynamic Customer Support and Remote Consulting (CSRC) team as a Remote Consultant! In this exciting role, you will be supporting our customers, internal staff, and partners, guiding them through their implementations and ensuring a seamless post-implementation experience. You'll play a crucial part in empowering OneStream customers, partners, and internal teams by providing exceptional support and enablement.

Your key responsibilities will include supporting and enhancing the OneStream administrator post go-live, delivering custom solution-based support, and offering expert consulting to both partners and internal teams. We're looking for someone who can think on their feet, make quick, sound decisions, and thrive in a fast-paced environment.

To succeed in this role, you will need to be confident in engaging directly with customers, explaining complex technical concepts, and driving real-world outcomes. These soft skills should complement your technical background, which includes at least 1 year of relevant experience in CPM/financial software implementations and/or development, financial/accounting systems. Preference is given to those with object-oriented programming (OOP) experience (VB.NET, C#, or similar), advanced SQL skills (such as stored procedures and performance tuning), and hands-on experience with REST APIs, XML/JSON data handling, and integration methods like SFTP or direct database connections using common connectors (e.g., SQL Server via OLE DB/ODBC, Oracle via ODP.NET, or PostgreSQL/MySQL via native .NET or JDBC connectors).

 

Primary Duties and Responsibilities

• Engage in Application Reviews or Strategic Technical Projects.
• Provide the customer with post project go live support and consulting, tasks might include but are not limited to:
  • Troubleshooting data discrepancies and analysis of consolidated data, customer issues, member formulas and business rules.
  • Building reports, security models, custom dashboards, and custom event processes.
  • Assist during customer transition.
  • Building Integrations.
• Gathering of business requirements as necessary regarding application support requests.
• Work with application focused team members to apply knowledge of OneStream product and features to support the customer’s business.
• Create Knowledge Base documentation, to further develop best practices.
• Focus on business level initiatives, engaging with customers and partners to drive application-focused success.
• Submit reports of product issues on behalf of the customer and/or partner via defined processes.
• Assist in User Application Testing (UAT) of future OneStream software releases and custom CSRC Solutions.
• Tracking tasks accomplished, time spent, and milestones completed using defined tools.
• Effectively communicate throughout the lifecycle of an open case/issue with customer or partner.
• Help build and test content for Trainings (lunch and learns, internal trainings, etc.), events and conferences.

 

Required Education and Experience

• Degree in a field such as (but not limited to) Accounting, Business, Finance, Information Systems, Mathematics, CIS, or equivalent work experience.
• 1+ year of relevant experience (i.e. CPM/financial software implementations and/or development, financial/accounting systems).

 

Preferred Education and Experience

• 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).
• Experience with Database Management Systems (SQL, Oracle, Essbase, etc).
• Experience with object-oriented programming  (e.g. VB.net,Visual Basic or C# )
• Experience with Corporate/Enterprise performance management (CPM/EPM) software products including, but not limited to:
  • OneStream
  • SAP BPC (Outlooksoft), SAP BOFC (Cartesis)
  • HFM (Hyperion Financial Management), FDM (Financial Data Quality Management), Upstream, Hyperion Planning, Hyperion Essbase
  • IBM Cognos
  • Anaplan
  • Other CPM/EPM solutions