Full-Time

OneStream Engagement Lead

Posted on 7/19/2025

Spaulding Ridge

Spaulding Ridge

201-500 employees

Global CFO and CRO transformation partner

Compensation Overview

$110k - $178k/yr

+ Bonus

Houston, TX, USA + 4 more

More locations: Chicago, IL, USA | New York, NY, USA | Minneapolis, MN, USA | Denver, CO, USA

In Person

Category
Consulting (2)
,
Required Skills
Forecasting
Requirements
  • Proven experience as an engagement lead, project manager, or account owner in technology or management consulting
  • Strong knowledge of financial planning and analysis processes, such as budgeting, forecasting, planning models, driver-based planning, variance analysis, scenario modeling, and performance reporting
  • Strong knowledge of financial close and consolidation processes, including account reconciliations, journal entries, eliminations, complex currency calculations, cash flow, and financial reporting
  • Experience designing or delivering integrated financial planning and analysis and financial close solutions based on client needs
  • Experience with OneStream or similar cloud-based Enterprise Performance Management technology is a plus
  • Strong communication and interpersonal skills with the ability to build relationships at all organizational levels
  • Excellent organizational, problem-solving, and negotiation skills
Responsibilities
  • 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
Desired Qualifications
  • OneStream experience or similar cloud-based EPM technology is a plus

Spaulding Ridge helps Fortune 500 companies transform finance, revenue, and operations by aligning data and processes. It targets the CFO and CRO offices to turn data into clearer insights, better collaboration, and smarter decisions. The company harmonizes cloud technology to deliver three outcomes: financial and operational strength, revenue excellence through better customer service and profitability, and organizational effectiveness via managed services, change management, integrations, and data tools. Its goal is to help clients see further and achieve sustained performance, guided by a belief that business can be a force for good.

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

2016

Simplify Jobs

Simplify's Take

What believers are saying

  • Recognized as Snowflake's 2025 Americas Data Cloud Services Growth Partner.
  • Named noteworthy performer in Snowflake Partner Ecosystem Study June 2025.
  • AI energy solutions with Snowflake target energy sector predictive maintenance.

What critics are saying

  • SOLISTIC integration fails, causing service disruptions and talent exodus within 6-12 months.
  • Snowflake outages cripple Openflow client projects in 12-18 months.
  • Salesforce native AI obsoletes SOLISTIC expertise in 18-24 months.

What makes Spaulding Ridge unique

  • Partners with Snowflake to launch Openflow at Snowflake Summit 2025.
  • Acquired SOLISTIC Decision Sciences in September 2023 for Salesforce Data Cloud expertise.
  • Developed FlowAgent Studio for multi-agent AI orchestration in Snowflake Openflow.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Flexible Work Hours

Unlimited Paid Time Off

Paid Vacation

Paid Holidays

Parental Leave

Professional Development Budget

Wellness Program

Company News

Spaulding Ridge
Jun 3rd, 2025
Spaulding Ridge Partners with Snowflake to Launch Snowflake Openflow

Spaulding Ridge partners with Snowflake to launch Snowflake Openflow.

Spaulding Ridge
Sep 16th, 2024
Spaulding Ridge Ranks on Crain's Chicago Business 2024 Best Places to Work

Chicago, IL | September 13, 2024 - Spaulding Ridge, a leading global cloud advisory and implementation firm, has been recognized by Crain's Chicago Business as a 2024 Best Place to Work in Chicago.

Spaulding Ridge
Aug 15th, 2024
Spaulding Ridge Ranks on Inc. 5000 Fastest Growing Companies List for the Third Year in a Row

Spaulding Ridge ranks on Inc. 5000 fastest growing companies list for the third year in a row.

PR Newswire
Sep 5th, 2023
Spaulding Ridge Completes Acquisition Of Solistic Decision Sciences, Expanding Global Salesforce And Data Analytics Practice

CHICAGO, Sept. 5, 2023 /PRNewswire/ -- Spaulding Ridge, a global cloud advisory and implementation firm, announced today it has acquired SOLISTIC Decision Sciences, a leading marketing analytics and data cloud company located in the United States and India.Founded in 2017, SOLISTIC delivers technical expertise and intelligence in implementing Salesforce Marketing Cloud, Data Cloud, and other Salesforce technologies. The acquisition of SOLISTIC is part of Spaulding Ridge's global vision to help clients drive customer and employee insights and actions through effective use of data. Spaulding Ridge will embrace SOLISTIC's relationships with Salesforce, its clients, and its knowledge of Data Cloud and Marketing Cloud to continue to expand on Spaulding Ridge's data capabilities.Spaulding Ridge's acquisition will embrace SOLISTIC's knowledge of Data Cloud & Marketing Cloud. Tweet this"We're excited for what the future holds," said Kyle Boston, Managing Partner at Spaulding Ridge. "With this acquisition, we intend to lead from the front on leveraging the power of top-of-the-funnel marketing intelligence to fuel the foundation of Salesforce Data Cloud and Marketing Cloud for our clients and the market as a whole.""We are so incredibly proud to be announcing the news that SOLISTIC is officially joining Spaulding Ridge," said Ryan DeShazer, Founder and CEO of SOLISTIC

Yahoo Finance
Sep 5th, 2023
Spaulding Ridge Completes Acquisition of SOLISTIC Decision Sciences, Expanding Global Salesforce and Data Analytics Practice

Spaulding Ridge completes acquisition of SOLISTIC Decision Sciences, expanding global Salesforce and Data analytics practice.

INACTIVE