OneStream Finance Systems Consultant
Job ID
219738
Posted
17-Jun-2025
Service line
Corporate Segment
Role @type
Full-time
Areas of Interest
Accounting/Finance
Location(s)
Dallas - Texas - United States of America
About the Role:
We are seeking a detail-oriented and analytical Financial System Consultant to support the implementation, optimization, and maintenance of CBRE financial Consolidation and Reporting Application (OneStream). This role bridges the gap between finance and technology, ensuring that financial software solutions align with business goals and regulatory requirements. This role requires a deep understanding of financial processes, systems integration, and project management. The Financial System Consultant will also provide support to end-users, troubleshooting system issues and providing guidance during financial month-end close on the use of OneStream Application.
What You'll Do:
Analyze and Evaluate Financial System
Evaluate the existing application and processes to identify areas for improvement and recommend changes or enhancements to increase efficiency and effectiveness.
Support application change and enhancement. Conduct detailed analysis to understand business reporting requirements and system capabilities.
Support Month End Close and Financial Reporting
Oversee OneStream user access requests and manage quarterly user access review and certification.
Provide support to OneStream end users during month-end close and trouble shoot complex issues.
Develop and maintain financial reports using OneStream CubeViews, QuickViews and other reporting tools.
Collaborate with Cross-Functional Teams:
Work with finance and accounting stakeholders, project managers, and application developers to ensure that the financial reporting application and processes are developed and maintained according to requirements and timelines.
Facilitate effective communication between technical and non-technical teams.
Provide Training and Support
Train end-users on the use of OneStream, ensuring that they have the knowledge and skills to effectively utilize the software for financial reporting and analysis.
Prepare and maintain user documentation and training materials.
Develop user guides and documentation to assist with new system and process adoption.
Monitor System Performance
Continuously monitor the performance of OneStream application to ensure optimal functionality.
Troubleshoot and resolve any issues that arise to maintain system efficiency.
Develop and Maintain Documentation
Create and update documentation for OneStream configuration, processes, and user guides.
Ensure administration documentation is comprehensive and accessible for future reference.
Align with SOX Compliance and Regulation
Ensure that all changes are transparent and properly disclosed in accordance with SOX regulatory guidelines.
Work closely with internal and external auditors and provide evidence and any walk-through for SOX requirements.
Other Duties
Lead by example and model behaviors that are consistent with CBRE RISE values. Anticipates potential objections and persuades others, often at senior levels and of divergent interest, to adopt a different point of view.
Communicate difficult and complex ideas with the ability to influence.
Expert organizational skills with an advanced inquisitive mindset.
Contribute to new products, processes, standards, and/or operational plans in support of achieving functional goals.
What You'll Need:
To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Bachelor's degree (BA/BS) in IT, Finance, or a related field of study.
5-8 years' experience in financial systems or a related field. In lieu of a degree, a combination of experience and education will be considered.
Extensive experience with OneStream and/or Oracle Hyperion Financial Management (HFM).
Strong functional expertise in Finance and Accounting.
Familiarity or hands-on experience with financial software such as PeopleSoft, Oracle, Microsoft Dynamics, or other ERP systems.
Experience with system integration and implementation is highly desirable.
Knowledge of SOX compliance and regulations related to SEC financial Reporting.
Proficiency in Visual Basic and SQL coding preferred.
OneStream and/or Oracle Hyperion Financial Management Certification preferred.
Lean Six Sigma Green Belt preferred.
The innovative mentality to develop methods that go beyond existing solutions.
Excellent verbal and written communication skills to explain complex concepts to non-technical stakeholders.
Ability to lead and manage project teams.
Strong organizational and time management skills to handle multiple projects simultaneously.
Why CBRE:
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to realize your full potential.
Our Values in Hiring
At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
Equal Employment Opportunity: CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
