Director of OneStream Strategy & Finance Transformation

Do you get excited about helping a global organization unlock the full potential of OneStream while driving meaningful finance transformation initiatives? If so, we'd love to hear from you!

We are seeking a OneStream leader for our client, who is a global leader in the transportation and industrial technology sector, providing innovative equipment, systems, digital solutions, and value-added services that support critical infrastructure across freight transportation, transit, logistics, industrial, and related markets. Known for its engineering excellence, operational scale, and commitment to innovation, the company operates globally and continues to invest heavily in technology-driven transformation initiatives.

The Opportunity

Our client is seeking a highly experienced OneStream leader to become the organization's internal authority for OneStream strategy, platform expansion, and finance transformation initiatives.

The organization successfully implemented OneStream for core financial consolidation and account reconciliation processes and is now focused on expanding the platform's capabilities across forecasting, budgeting, planning, reporting, analytics, automation, and broader finance transformation initiatives.

This newly created and highly visible role offers a unique opportunity to shape the future direction of OneStream across a complex global enterprise. The successful candidate will help define the platform roadmap, identify new business capabilities, reduce reliance on external consulting resources, and drive greater value from the organization's OneStream investment.

You will serve as the bridge between Finance and IT, partnering directly with Finance leadership to define platform strategy, evaluate future capabilities, and maximize the value of the organization's OneStream investment.

Key Responsibilities

• Serve as the organization's primary OneStream subject matter expert and strategic advisor.
• Partner closely with Finance leadership, FP&A teams, Accounting, and IT stakeholders to identify opportunities for process improvement and platform expansion.
• Develop and own the long-term roadmap for OneStream capabilities and enhancements.
• Evaluate and recommend solutions that support budgeting, forecasting, planning, management reporting, analytics, automation, and emerging AI-enabled capabilities.
• Translate business requirements into scalable solution designs, technical specifications, implementation plans, and architecture recommendations.
• Lead solution architecture discussions and provide guidance on best practices, platform capabilities, and future-state design.
• Collaborate with existing OneStream developers, administrators, and technical teams to deliver business solutions.
• Design and support integrations between OneStream and ERP, financial, and enterprise systems.
• Drive adoption of advanced OneStream functionality including dashboards, business rules, workflows, reporting, and Marketplace solutions.
• Support M&A integration initiatives and help ensure scalable financial systems architecture.
• Provide governance, controls, security, and compliance support when needed.
• Serve as a trusted advisor capable of influencing stakeholders and helping Finance leaders understand the full potential of the platform.
• Maintain the ability to be hands-on when necessary, providing guidance, troubleshooting, configuration support, and technical expertise.

What Success Looks Like

In the first 12 months, this individual will:

• Become the company's recognized internal OneStream expert.
• Establish trusted partnerships across Finance and IT organizations.
• Identify and implement opportunities to expand OneStream capabilities.
• Improve forecasting, budgeting, and planning processes.
• Create and execute a strategic roadmap for future platform growth.
• Deliver measurable value by reducing manual processes and increasing platform adoption.
• Help the organization maximize its investment in OneStream while reducing dependence on external consulting support.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Information Systems, Computer Science, or a related field.
• 5+ years of experience supporting OneStream, EPM, CPM, finance technology, or enterprise financial systems.
• Strong hands-on experience with OneStream architecture, configuration, reporting, workflows, metadata, security, dashboards, business rules, and integrations.
• Experience supporting financial consolidation, close, planning, budgeting, forecasting, FP&A, and management reporting processes.
• Proven ability to translate business requirements into practical and scalable technology solutions.
• Strong understanding of enterprise financial systems architecture, governance, controls, integrations, and data management.
• Exceptional communication and stakeholder management skills.
• Ability to engage effectively with executives, finance leaders, technical teams, and business partners.

Preferred Qualifications

• Previous experience as a OneStream Architect, Solution Architect, Lead Consultant, Principal Consultant, Product Owner, Finance Systems Lead, or similar role.
• OneStream certification(s).
• Experience expanding OneStream beyond consolidation into planning, forecasting, reporting, analytics, and automation.
• Experience with OneStream MarketPlace solutions, business rules, custom development, dashboards, and advanced calculations.
• ERP integration experience.
• SOX, audit, controls, security, and governance experience.
• Experience in large, global, multi-entity, and multi-currency organizations.
• Manufacturing, industrial, transportation, or complex enterprise industry experience preferred.

Ideal Candidate Profile

The ideal candidate combines:

• Deep OneStream expertise
• Strong FP&A and finance process knowledge
• Strategic consulting capabilities
• Executive-level communication skills
• Solution architecture experience
• Hands-on technical credibility

This individual should be comfortable advising senior leaders on the "art of the possible" while also possessing the practical experience needed to guide implementation teams and occasionally step into technical problem-solving when required.

Location & Compensation

• Preferred Location: Pittsburgh, PA or Fort Worth, TX
• Relocation Assistance Available
• Hybrid Work Schedule
• Exceptional "remote" candidates outside the market willing to travel regularly to Pittsburgh may also be considered.
• Competitive base salary, annual 20% bonus opportunity, and comprehensive benefits package.