Demo

OneStream Accounts Reconciliations Lead Business Consultant

Perficient
Plano, TX Full Time
POSTED ON 2/28/2025
AVAILABLE BEFORE 5/25/2025

Job Description

We are seeking an experienced and highly skilled OneStream Accounts Reconciliations Lead Business Consultant to join our Oracle National Business Unit. Note : this role will be remote with the possibility of some travel

This individual will be responsible for leading the implementation, optimization, and ongoing management of OneStream Financial Close and Account Reconciliation processes. As a lead consultant, you will work closely with cross-functional teams, clients, and stakeholders to design and deliver solutions that streamline financial operations, improve efficiency, and ensure data accuracy in the reconciliation process.

Responsibilities

  • Solution Design & Implementation :

Lead the end-to-end implementation of OneStream's accounts reconciliation module, including system configuration, mapping of chart of accounts, financial data integration, and reconciliation workflows.

  • Work with finance and accounting teams to understand business requirements and translate them into functional specifications for OneStream solutions.
  • Provide guidance and expertise in best practices for account reconciliations, ensuring compliance with company policies and industry regulations.
  • Conduct workshops and training sessions with clients to ensure the successful deployment of OneStream's reconciliation module.
  • Business Process Consulting :
  • Analyze clients' existing financial processes, including reconciliation, reporting, and financial close, to identify areas for improvement and automation using OneStream.

  • Advise clients on process optimization opportunities and the adoption of OneStream solutions to streamline reconciliation tasks, enhance transparency, and reduce close cycle times.
  • Design and document efficient and effective workflows, ensuring that reconciliation processes are aligned with client objectives and compliance requirements.
  • System Configuration & Integration :
  • Lead the configuration of OneStream's reconciliation module, including the setup of accounts, matching rules, and reconciliation templates.

  • Integrate OneStream with various ERP systems and financial platforms to ensure seamless data flow and accurate reconciliation processes.
  • Troubleshoot and resolve issues related to system configuration, data discrepancies, and integration challenges.
  • Project Leadership & Client Management :
  • Manage client relationships and act as the primary point of contact for all reconciliation-related queries and issues.

  • Lead project teams to ensure timely and successful delivery of OneStream implementation projects, ensuring alignment with client timelines, budgets, and goals.
  • Develop project plans, track progress, and communicate effectively with internal and client teams to address potential risks or delays.
  • Training & Support :
  • Lead training sessions for clients, ensuring that users are equipped to effectively use OneStream's account reconciliation functionality.

  • Provide post-implementation support to troubleshoot issues and ensure the ongoing success of the reconciliation process.
  • Develop and maintain training materials, user guides, and documentation to help users maximize their use of OneStream.
  • Continuous Improvement :
  • Stay current with OneStream updates and industry trends to recommend improvements and upgrades to client systems.

  • Continuously evaluate reconciliation processes and recommend innovative solutions to improve accuracy, efficiency, and scalability.
  • Collaboration & Stakeholder Engagement :
  • Work closely with finance teams, IT departments, and other stakeholders to ensure the successful implementation and adoption of OneStream solutions.

  • Collaborate with technical consultants and developers to resolve issues, improve system performance, and enhance functionality.
  • Provide leadership and guidance to junior consultants, ensuring that all team members are equipped with the necessary skills and knowledge
  • Qualifications

  • Education : Bachelor's degree in Accounting, Finance, Information Systems, or related field (MBA or relevant advanced degree preferred).
  • Experience :
  • 7 years of experience in finance, accounting, or business consulting with a focus on financial close and account reconciliations.

  • 3 years of hands-on experience implementing or supporting OneStream Financial Close, Account Reconciliation, or related modules.
  • Proven experience in leading large-scale financial systems implementations and projects.
  • Strong understanding of reconciliation processes, including journal entries, intercompany, balance sheet, and P&L reconciliations.
  • Skills :
  • Expertise in OneStream Financial Close and Account Reconciliation solutions.

  • Strong knowledge of financial reporting, general ledger systems, and integration with other financial software (e.g., SAP, Oracle, Microsoft Dynamics).
  • Excellent problem-solving, analytical, and troubleshooting skills.
  • Ability to lead client-facing engagements and manage cross-functional project teams.
  • Strong communication skills, both written and verbal, with the ability to interact with clients, executives, and technical teams.
  • Familiarity with industry best practices, SOX compliance, and other financial regulations.
  • Certifications : OneStream certification (or relevant ERP / accounting system certification) is a plus.
  • Preferred Skills :

  • Familiarity with automation tools and financial technologies like robotic process automation (RPA) or machine learning to enhance reconciliation processes.
  • Experience in process optimization, change management, and strategic financial transformation.
  • Personal Attributes :

  • Strong leadership and mentoring skills.
  • Ability to work independently and as part of a team.
  • Detail-oriented with a passion for delivering high-quality results.
  • Proactive and solution-oriented, able to anticipate issues and provide recommendations
  • The salary range for this position takes into consideration a variety of factors, including but not limited to skill sets, level of experience, applicable office location, training, licensure and certifications, and other business and organizational needs. The new hire salary range displays the minimum and maximum salary targets for this position across all US locations, and the range has not been adjusted for any specific state differentials. It is not typical for a candidate to be hired at or near the top of the range for their role, and compensation decisions are dependent on the unique facts and circumstances regarding each candidate. A reasonable estimate of the current salary range for this position is $73,008 to $170,640. Please note that the salary range posted reflects the base salary only and does not include benefits or any potential equity or variable bonus programs. Information regarding the benefits available for this position are in our benefits overview.

    WHO WE ARE

    Perficient is a leading global digital consultancy. We imagine, create, engineer, and run digital transformation solutions that help our clients exceed customers' expectations, outpace competition, and grow their business. With unparalleled strategy, creative, and technology capabilities, our colleagues bring big thinking and innovative ideas, along with a practical approach to help our clients - the world's largest enterprises and biggest brands succeed.

    WHAT WE BELIEVE

    At Perficient, we promise to challenge, champion, and celebrate our people. You will experience a unique and collaborative culture that values every voice. Join our team, and you'll become part of something truly special.

    We believe in developing a workforce that is as diverse and inclusive as the clients we work with. We're committed to actively listening, learning, and acting to further advance our organization, our communities, and our future leaders... and we're not done yet.

    Perficient, Inc. proudly provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a protected veteran in accordance with applicable federal, state and local laws. Perficient, Inc. complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Perficient, Inc. expressly prohibits any form of unlawful employee harassment based on race, color, religion, gender, sexual orientation, national origin, age, genetic information, disability, or covered veterans. Improper interference with the ability of Perficient, Inc. employees to perform their expected job duties is absolutely not tolerated.

    Applications will be accepted until the position is filled or the posting is removed.

    Disability Accommodations :

    Perficient is committed to providing a barrier-free employment process with reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or accommodation due to a disability, please contact us.

    Disclaimer : The above statements are not intended to be a complete statement of job content, rather to act as a guide to the essential functions performed by the employee assigned to this classification. Management retains the discretion to add or change the duties of the position at any time.

    About Us

    Perficient is always looking for the best and brightest talent and we need you! We're a quickly growing, global digital consulting leader, and we're transforming the world's largest enterprises and biggest brands. You'll work with the latest technologies, expand your skills, experience work-life balance, and become a part of our global community of talented, diverse, and knowledgeable colleagues.

    Salary : $73,008 - $170,640

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