Job Title: OneStream Finance Process & System Lead
Location: Remote
About the Role:
We are seeking a highly skilled and experienced OneStream Finance Process & System Lead to oversee the design, implementation, and support of OneStream and other business applications. In this role, you will be responsible for managing the finance process, system enhancements, and driving change management initiatives to improve efficiency and effectiveness across business applications. You will collaborate with key stakeholders, both functional and technical, ensuring smooth operations and the timely delivery of system enhancements.
Key Responsibilities:
- Lead the design, implementation, and maintenance of OneStream applications and related business applications.
- Manage relationships with senior stakeholders to ensure that business needs are met.
- Oversee change management processes and provide enhancements to both new and existing OneStream applications.
- Participate in and/or lead business application-related projects and day-to-day operations (BAU work).
- Create and maintain user documentation, training materials, and user guides.
- Maintain Excel-based data upload templates and deliver ad-hoc end-user training as required.
- Provide support for data import-related queries, explaining data lineage within OneStream applications.
- Manage the process for loading, reviewing, and locking monthly exchange rates.
- Configure system settings, including confirmation rule tolerances and settings.
- Conduct regular application backups and manage multiple environments (development, testing, production).
- Oversee automated data integration processes, ensuring smooth data loads.
- Collaborate with technical and functional teams to address data integration issues.
- Work closely with DBAs to create, copy, and rename database tables as required.
- Maintain the integrated chart of accounts (CoA) and liaise with finance stakeholders.
- Manage change requests from users, providing guidance on the necessary steps and ensuring timely implementation.
- Interpret change request requirements, suggesting optimal system solutions.
- Prioritize and manage the pipeline of change requests, coordinating resources and setting timelines.
- Attend OneStream Design Authority meetings and review medium-to-high complexity configuration changes.
- Ensure proper governance and controls during system development, including independent reviews and rollback methodologies.
- Participate in release cycles, ensuring thorough testing in development, UAT, and production environments.
- Perform data reconciliation to ensure historical data is unaffected by changes.
- Investigate incidents, determine their impact on reporting, and ensure timely resolution.
- Liaise with external support (e.g., OneStream, local IT) to resolve issues outside of internal responsibility.
- Maintain processes, controls documentation, and risk control matrices.
- Assist in the annual SOX review process by providing documentation and walkthroughs.
- Perform monthly reviews of OneStream audit reports, including data entry and security access changes.
- Coordinate with other IT teams (DBAs, Networks, Cloud Infrastructure) for server patching and changes.
- Review and approve/deny change requests raised by the infrastructure teams, ensuring minimal impact on reporting and end-users.
Key Skills & Experience:
- OneStream expertise with experience in configuration, business rules, and data management.
- Strong background in finance processes and systems integration.
- Proven experience in change management, including handling change requests and system enhancements.
- Familiarity with Excel, including data upload templates and reconciliations.
- Strong problem-solving skills with the ability to troubleshoot complex system issues.
- Solid understanding of SOX compliance and process governance.
- Experience managing multi-environment systems, including development, testing, and production.
- Ability to work collaboratively with both technical and business teams.
- Strong communication skills to interact with stakeholders at all levels.
- Ability to lead and mentor teams, providing training and guidance where needed.
Education & Certifications:
- Bachelor’s degree in Finance, Information Technology, or a related field.
- OneStream certification is a plus.
- Experience with SOX compliance and IT controls is highly desirable.