Partner Enablement - OneStream (Design & Build Principal Delivery Manager)

Summary 

The Partner Enablement team acts as strategic trusted advisors to the OneStream community, collaborating with partners, customers, and internal departments to ensure partner success and customer reference ability. The team members provide design recommendations and build guidance to partners for the delivery of OneStream solutions, and consultation and health checks for customers that seek to improve their existing solution.  

A Principal Delivery Manager will fulfill the above mission of the Enablement team, while also providing OneStream domain expertise, mentoring to other team members, and advisory on projects that may be larger in scope. The position requires substantial experience working in finance organizations, with a solid understanding of the nature of work performed by financial analysts, controllers, finance directors, and CFOs.

Primary Duties and Responsibilities

• Work with new Silver partners, and others upon request, to jointly deliver successful implementations of OneStream including, but not limited to:
• Engage with partner prior to project kick-off to agree upon roles and responsibilities.
• Assist partner to prepare for design workshops after debriefing on documented requirements.
• Co-lead customer design sessions with partner, and coach partner on preparation of design documentation.
• Perform guidance to partner on design throughout build phase and help to establish roll-out plans.
• Provide technical expertise and architectural guidance during critical project milestones.
• Communicate personal and project status to OneStream, partner, and customer management.
• Perform the following services to partners and customers upon request through ServiceNow:
• Provide design document reviews with written recommendations, noting any design or performance concerns.
• Provide app health checks to customers with written recommendations, noting any build or performance concerns.
• Assist partners with ad hoc design/technical guidance or project scoping.
• Perform support for small-sized projects to partners and customers.
• Work with Product Development/Management testing of new functionality, upon request.
• Participate and present in webinars and annual Splash and Wave conferences, upon request.
• Provide global domain expertise to junior members within cross-department subject matter expert groups.
• Mentor and develop staff through coaching, teamwork, self-directed learning, and mentoring.
• Actively promote to peers about OneStream’s engagement methodology, core values, attitudes, business ethics, etc.
• Provide subject matter expertise to peers and other individuals in cross-departmental groups.

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.
• 10+ years relevant EPM work experience, to include 5+ years OneStream  experience. 
• Extensive experience leading complex and multiple OneStream (or comparable EPM) implementations, owning scoping across engagements, and acting as lead or principal solution architect setting design standards for delivery teams. 
• Knowledge of financial accounting processes.
• Strong critical thinking and analytical background (consulting, banking, research)
• Excellent technology skills related to product implementation.
• Experience with databases (Oracle, Essbase, etc.)
• Proficient in basic computer skills and Microsoft Office products (Word, Excel, PowerPoint).

Preferred Education and Experience 

• Master’s degree in Business Management, Finance, IT, or another related field.
• 10-12 years of related work experience, including demonstrating progressive achievement of increased role scope/complexity.
• 7-10 years of experience leading global teams across NA, EMEA, APAC geographies.
• Previous experience of working in full compliance with global privacy and compliance protocols (e.g. GDPR, ISO standards).
• Knowledge of additional languages (other than English).
• Knowledge of FP&A processes and CPM solutions is a plus.
• Experience with VB.net or Visual Basic. Any object-oriented programming is a plus.
• 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
  • Or other EPM solutions

Knowledge, Skills, and Abilities

• Excellent communication skills, both written and verbal.
• Proactive Decision Making
• Prioritization
• Teamwork
• Motivated
• Reliable
• Solution driven
• Problem Solving
• Adaptability
• Planning and Organizing
• Communication
• Integrity
• Innovative
• Takes initiative

Travel

• Travel Requirement: This role is performed remotely and typically requires no more than 10-15% of work time for travel.

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