OneStream Lead

AvePoint
Dallas, TX
On-site

Who this role is best for

A natural match if you have hands-on OneStream administration experience in a production environment and a background in financial planning processes.

Best fit for

  • Candidates with 3+ years of OneStream production environment experience and a finance or systems background
    — “3+ years of hands-on OneStream administration experience supporting a production environment”
  • Professionals who can bridge technical OneStream operations with business requirements and process improvement
    — “Partner with Finance, Human Resources, and Analytics teams to gather business requirements and translate them into effective technical solutions”
  • Individuals familiar with data integrations between OneStream and systems like NetSuite or Concur
    — “Manage and support data integrations, including data loads, between OneStream and source systems such as NetSuite, Power BI Cube, Dynamics CRM, MyHR, Greenhouse, and Concur”

Things to consider

  • The role demands managing multiple priorities in a fast-paced environment, which may require strong time management skills
    — “the ability to manage multiple priorities in a fast-paced environment”
  • Candidates must be prepared to support testing, upgrades, and release activities as part of the responsibilities
    — “Support system upgrades, patches, enhancements, and release activities, including testing and validation”

How to stand out

  • Highlight specific OneStream enhancements or optimizations you've implemented in prior roles
    — “help support enhancements, resolve issues, and contribute to the continued evolution of the platform”
  • Emphasize your track record with data integrations and troubleshooting in production environments
    — “Experience supporting data loads, integrations, and troubleshooting data or application issues within a production environment”
  • Showcase your ability to maintain system documentation and configurations
    — “Create and maintain system documentation, including configurations, process flows, and user guides”
  • Demonstrate familiarity with financial systems like NetSuite or Concur, if applicable
    — “Experience with NetSuite or other financial systems is strongly preferred”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • support financial close processes
  • manage data integrations
Typical background
3+ years of OneStream administration experience

Skills & requirements

Required

Onestream AdministrationFinancial Planning ProcessesData Integrations

Preferred

Netsuite Experience

Stack & domain

Onestream AdministrationNetsuitePower BI CubeDynamics CRMMyhrGreenhouseConcurCommunication SkillsProblem-solving SkillsFinanceIT

About the role

Original posting from AvePoint

Overview:

AvePoint is excited to provide the opportunity for an experienced OneStream Lead who is passionate about supporting and enhancing a state-of-the-art finance operating system at a fast-growing software company. 

This role is ideal for an experienced OneStream administrator who can effectively support and maintain a production OneStream environment while partnering closely with Finance, Analytics, and external implementation resources. The ideal candidate has prior experience administering OneStream in a live business environment and brings a strong understanding of financial planning processes, system administration, and troubleshooting. This individual will help support enhancements, resolve issues, and contribute to the continued evolution of the platform. 

What your day-to-day will look like: 

Administer and maintain the OneStream platform, including user access, security roles, and system configurations.

Support monthly, quarterly, and annual financial close processes, ensuring data accuracy, consolidation integrity, and timely reporting.

Collaborate closely with internal stakeholders and implementation partners to support ongoing enhancements and optimization of the OneStream platform.

Manage and support data integrations, including data loads, between OneStream and source systems such as NetSuite, Power BI Cube, Dynamics CRM, MyHR, Greenhouse, and Concur.

Troubleshoot and resolve application and data-related issues.

Develop and maintain business rules, dashboards, reports, and Cube Views to support operational and financial reporting needs.

Partner with Finance, Human Resources, and Analytics teams to gather business requirements and translate them into effective technical solutions.

Support system upgrades, patches, enhancements, and release activities, including testing and validation.

Ensure data integrity through routine validation, reconciliation, and quality checks.

Create and maintain system documentation, including configurations, process flows, and user guides. 

What you will bring to our team: 

Bachelor's degree in Accounting, Finance, Information Systems, or a related field.

3+ years of hands-on OneStream administration experience supporting a production environment.

Strong understanding of core OneStream functionality, including workflows, metadata management, security, data integrations, reporting, Cube Views, dashboards, and Data Management processes.

Understanding of financial planning, budgeting, forecasting, consolidation, people cost planning, and reporting processes.

Experience supporting data loads, integrations, and troubleshooting data or application issues within a production environment.

Experience with business rules and system configurations, including troubleshooting and maintaining existing functionality.

Ability to analyze business requirements and contribute to system enhancements and process improvements.

Experience supporting testing, upgrades, releases, and implementation activities.

Ability to work effectively with internal stakeholders and external implementation partners to achieve business objectives.

Experience with NetSuite or other financial systems is strongly preferred.

Strong analytical, problem-solving, project management, and communication skills.

Consultative, solution-oriented mindset with curiosity and a passion for continuous process improvement.

Strong attention to detail, organization, and the ability to manage multiple priorities in a fast-paced environment. 

Benefits we offer: 

Competitive market-based compensation, including salary and yearly bonus.

Work-life balance through remote working model.

Unlimited PTO.   

The Salary Range for this role is $100,000 - $130,000. At AvePoint, we strive to offer competitive, fair, and equitable total rewards. The listed salary range represents a good faith estimate, with final offers based on location, experience, skills, and qualifications. The listed range reflects base salary only; our total rewards include base salary, comprehensive benefits (medical, dental, vision, 401(k) with match, unlimited PTO), and depending on the role, bonuses, commissions, or equity (RSUs). We welcome compensation discussions—apply even if your expectations fall outside the range.

Any personal data you share with us during the application process will be processed strictly in compliance with applicable data protection laws and our Privacy Notice.

Source: AvePoint careers

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