CrossCountry Consulting · 4 hours ago
Associate Director- OneStream Certified Architect
San Francisco, CA
Full-time
Onsite
Senior Level, Lead/Staff
$133K/yr - $284K/yr
10+ years expCrossCountry Consulting is an advisory firm dedicated to creating a positive experience for clients and employees. The Associate Director will manage projects through all phases, lead teams, and participate in business development activities while delivering tailored solutions to clients.
AccountingConsultingFinanceRisk Management
Responsibilities
Manage projects through all phases, from evaluation to implementation, across organizational, process, technology (financial systems), and data dimensions
Gather client requirements and translate into functional and technical design
Lead hands-on development and testing throughout OneStream implementations
Deliver organization, process, and technology enhancements to build an optimal FP&A function
Manage projects adeptly, identify potential issues and risks, and use project management tools to craft effective solutions
Collaborate cross-functionally to ensure smooth OneStream implementations, driving initiatives with leadership
Participate in business development and leverage relationships to generate new opportunities, including leading pursuit development efforts, and driving scoping and planning sessions
Identify improvement opportunities in client operations using analytics and strategic insights
Play a key role in identifying and assessing business obstacles within the Finance organization by conducting thorough reviews of clients' current state, defining future state processes, and advising close management best practices
Leverage knowledge of leading CPM-related business processes (e.g., Budgeting, Strategic Planning, Forecasting, Analysis, Consolidations and Reporting)
Help drive future state functional and technical requirements for CPM/EPM Processes and Systems
Effectively project manage and lead teams, contributing best practices while supporting various Business Transformation projects encompassing system strategy and selection, process and finance improvement, operations performance enhancement, change management, program and project management, data analytics, and business analysis
Proactively manage escalations and provide timely resolutions for project issues and risks
Lead integration efforts to enhance efficiency between finance systems and OneStream/EPM tools
Enhance the client's CPM/EPM processes and tools, driving efficiency and accuracy in their external and internal reporting processes
Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards
Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes
Support creation of thoughtware (e.g. whitepapers), and contribute to practice building efforts
Play a key role in talent acquisition, including interviewing, hiring, and retaining top talent
Qualification
Required
10+ years of experience implementing OneStream or similar EPM tools (e.g. Oracle, Hyperion), with hands-on design and client delivery
OneStream Certified Architect
Experience in professional services (public accounting, advisory firm or management consulting firm)
Prior experience in Consulting, Finance, Accounting or Financial Systems
Experience with analytical and modeling tools, with the ability to construct complex financial models for analysis and forecasting
Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards
Experience in distilling key data into concise executive dashboards
Bachelor's degree from an accredited university
Benefits
Comprehensive healthcare options, including medical, dental, and vision coverage
Flexible spending accounts
401(k) with company matching
Generous parental and maternity leave policies
Technology stipends
Wellness reimbursement programs
Company
CrossCountry Consulting
CrossCountry Consulting is a provider of customized finance, accounting, human capital, operations and technology consulting services.
501-1000 employees
H1B Sponsorship
CrossCountry Consulting has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (7)
2023 (4)
2022 (7)
2021 (15)
2020 (10)
Funding
Current Stage
Late StageTotal Funding
$1.5M2022-12-06Acquired
2021-02-11Series Unknown· $1.5M
Leadership Team
Erik Linn
Co-Founder and Managing Partner
Amy M. Seibel
Chief Financial Officer
Recent News
2025-12-09
Company data provided by crunchbase