OneStream Engagement Lead
Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management.
At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation.
What You Will Do
We are looking for an OneStream Engagement Lead to join our OneStream Delivery Team!
The OneStream Engagement Lead will oversee relationships with our enterprise level clients focusing on financial planning and analysis and financial close processes and solutions. The ideal candidate will be apt in building strong relationships with strategic clients demonstrated by your ability to understand our clients’ needs and requirements, aligning them with our best in cloud solutions to achieve their goals. The engagement lead is expected to drive strong delivery of existing work which will help lead to adjacent opportunities in different functions, business units, and/or regions within an enterprise ecosystem.
Ideal candidates will be able to:
- Develop trust-based relationships with a portfolio of major clients
- Acquire a deep understanding of key customer needs across financial planning and analysis and financial close, including forecasting, budgeting, planning cycles, variance analysis, and performance management
- Expand relationships with existing customers by continuously proposing solutions that support both operational and strategic financial objectives
- Understand customer business processes (close, consolidation, planning, modeling) and advise on best practices where applicable
- Identify opportunities for process improvement and enhancement across end‑to‑end finance, including planning models, scenario modeling, driver‑based plans, rolling forecasts, and reporting
- Lead multi‑disciplinary internal teams, balancing resources to maximize customer impact and support team member development
- Ensure the correct products and services are delivered on time and with high quality
- Serve as the communication link between customers and internal teams
- Resolve any issues or challenges faced by customers and navigate escalations with professionalism
- Play an integral role in generating new sales that evolve into long‑term, strategic relationships
- Prepare regular reports on progress, health, and forecasts for internal and external stakeholders using key account metrics
Qualifications:
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Proven experience as an engagement lead, project manager, or account owner in technology or management consulting
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Strong knowledge of financial planning and analysis processes, such as budgeting, forecasting, planning models, driver‑based planning, variance analysis, scenario modeling, and performance reporting
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Strong knowledge of financial close and consolidation processes, including account reconciliations, journal entries, eliminations, complex currency calculations, cash flow, and financial reporting
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Experience designing or delivering integrated financial planning and analysis and financial close solutions based on client needs
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Experience with OneStream or similar cloud-based EPM technology a plus
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Strong communication and interpersonal skills with the ability to build relationships at all organizational levels
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Excellent organizational, problem‑solving, and negotiation skills
We take care of you!
As an employee of Spaulding Ridge, you will part of a company that is providing innovative opportunities to impact our clients in a meaningful way. We believe giving back is core to our values and as part of this effort, you will be given the opportunity to participate in different opportunities throughout the year including SR’s day of service, giving back to our global community. Here are some our great perks and top benefits to highlight:
- Competitive benefits package, including medical, dental, vision, 401(K) and Life insurance
- Flexible Time Off
- Paid holiday time
- Paid maternity and paternity leave
- Monthly technology and wellness allowance
- Annual training allowance program
Spaulding Ridge is committed to helping team members thrive in their work and life, and we invest in comprehensive total rewards to support this goal.
Our benefits include generous time off, paid holidays, paid parental leave, a 401(k) with company match, and highly subsidized health, dental, and vision plans. We also offer company-paid life and disability insurance, a monthly allowance for well-being and technology expenses, and reimbursement for approved learning and development initiatives within defined limits.
Spaulding Ridge is committed to fair and equitable compensation practices. The base salary range for this position in the United States across locations is reflected below. In addition, this role may be eligible for an annual discretionary bonus. Actual compensation will be determined based on a range of factors, including skills, experience, qualifications, and location. Please note that the range provided is subject to change at any time in accordance with internal policies and applicable law.
Salary Range
$110,000 - $178,000 USD
Spaulding Ridge’s Commitment to an Inclusive Workplace
When we engage the expertise, insights, and creativity of people from all walks of life, we become a better organization, we deliver superior services to clients, and we transform our communities and world for the better.
At Spaulding Ridge, we believe our team should reflect the rich diversity of society and we take seriously the responsibility to cultivate a workplace where every bandmate feels accepted, respected, and valued for who they are. We do this by creating a culture of trust and belonging, through practices and policies that support inclusion, and through our employee led Employee Resource Groups (ERGs): CRE (Cultural Race and Ethnicity), Women Elevate, PROUD and Mental Wellness Alliance.
The company is committed to offering Equal Employment Opportunity and to providing reasonable accommodation to applicants with physical and/or mental disabilities. If you are interested in applying for employment with Spaulding Ridge and are in need of accommodation or special assistance to navigate our website or to complete your application, please send an e-mail with your request to our VP of Human Resources, Cara Halladay (challaday@spauldingridge.com). Requests for reasonable accommodation will be considered on a case-by-case basis.
Qualified applicants will receive consideration for employment without regard to their age, race, religion, national origin, gender, sexual orientation, gender identity, protected veteran status or disability.
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