Full-Time
Manager - Technology and Innovation
OneStream
Posted on 5/6/2025
Riveron
1,001-5,000 employees
Advisory firm delivering performance improvement
No salary listed
Pune, Maharashtra, India
Remote
 Consulting (1) |
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- At least a Bachelor’s in Accounting, Finance, or Management Information Systems (MIS)
- 6+ years of implementation or optimization of OneStream/or other CPM (e.g. Hyperion, Oracle, Adaptive, etc.)
- Completed multiple full-cycle OneStream Implementation /or other CPM (e.g. Hyperion, Oracle, Adaptive, etc.)
- Previous experience and ability to gather business requirements and effectively implement a OneStream solution
- Experience with vb.net or Visual Basic or C# and business rule writing
- Understanding of consolidated financial statements, PL, BS, CF, EBITDA
- Knowledge of corporate finance and accounting processes and procedures (financial close, financial reporting, forecasting and budgeting, account reconciliation, etc.)
- Understanding of delivery methodology
- Ability to lead teams in the implementation of the solution according to the design/architecture
- Experience assisting customer workshop sessions to educate customers on the latest technology trends and best practices
- The ability to craft and deliver verbal, written, and oral messages and make recommendations to a variety of audiences, including client leadership and internal teams
- Collaborate with Riveron team members to develop effective OneStream solutions
- Lead client-specific monthly Administrative and Managed Service needs including but not limited to daily Helpdesk support, Application Performance Monitoring, month-end close and Consolidation Tasks, Enhanced/New Report development, and Client Training and Documentation
- Work directly with Riveron team members to develop business requirements and translate requirements into specific OneStream functionality
- Assist with workshops to define implementation strategy
- Lead/assist with implementation team(s) in executing implementation
- Ensure completion of tasks, milestones, and components including but not limited to functional specifications, design specifications, configurations, quality assurance, implementations, and project reviews for engagements
- Lead/assist with other engagement quality assurance efforts to deliver a superior implementation
- Define integration requirements and collaborate with integration teams to interface other outside applications with OneStream
- Broad knowledge and solutions of the OneStream MarketPlace solutions
- OneStream Training and Certifications a plus
- Strong experience with Microsoft Office Products and data modeling
- Hyperion EPM/CPM experience a plus
- Team oriented personality
Riveron provides advisory services to businesses across many industries, including aerospace, defense, automotive, energy, healthcare, real estate, and technology. It helps clients improve performance, restructure finances, manage taxes, and plan strategic moves. Riveron works by acting like an extension of a client’s management team, delivering hands-on, project-based support and applying industry knowledge plus technical skills to solve problems and achieve goals. The company differentiates itself through its unified brand that combines Conway MacKenzie, Winter Harbor, and GBI Consulting, its entrepreneurial mindset, engaged leadership, and diverse backgrounds, all focused on delivering practical, immediate, and long-term results. Riveron's goal is to help organizations navigate growth, change, or distress and drive strategic outcomes that improve performance and value.
Company Size
1,001-5,000
Company Stage
Acquired
Total Funding
$5.2M
Headquarters
Dallas, Texas
Founded
2006
Simplify's Take
What believers are saying
- Eden Data bolsters risk advisory amid surging data privacy regulations and cyber threats.
- Alteryx partnership accelerates analytics-driven finance transformations post-Yantra acquisition.
- Jaideep Bajaj's board chairmanship drives AI-enhanced growth for private equity clients.
What critics are saying
- Integration failures from Eden Data and Yantra acquisitions cause client attrition within 12 months.
- Big 4 firms undercut Riveron's pricing, capturing 60% of private equity advisory by 2028.
- Pillar Two compliance overwhelms teams, triggering multimillion penalties for clients in 2027.
What makes Riveron unique
- Riveron specializes in Pillar Two advisory, guiding CFOs on Q1 2024 tax calculations for €750M+ multinationals.
- Eden Data acquisition adds 60 cybersecurity experts for SOC 2 and ISO 27001 compliance.
- Kaile Zagger leads Healthcare & Life Sciences, targeting $587B 2025 M&A with revenue optimization.
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Benefits
Flexible Work Hours
Professional Development Budget
Hybrid Work Options
Company News
Riveron taps Kaile Zagger to head healthcare and Life Sciences, fortifying solutions for CFOs and private equity. Zagger and team proactively address the speed of the modern deal cycle DALLAS - Riveron, a leading advisory firm specializing in business transformation and value creation for CFOs, private equity firms, and other stakeholders, today announced the appointment of Kaile Zagger as Industry Leader, Healthcare & Life Sciences. Based in New York, Zagger leads the firm's healthcare consulting platform, spanning provider services, life sciences, and medical technology. The industry team - which includes physicians, clinicians, healthcare executives and experts - has the cross-functional expertise to strategically identify and deliver solutions globally, across multiple regulatory environments. "Given the expanding need to address complexities in the sector, now is the right time for Riveron to elevate its healthcare leadership, a role ideal for Kaile," said Sam Shaw, Chief Executive Officer, Riveron. "The firm's expertise in serving the office of the CFO and private equity clients, combined with Kaile's knowledge and industry leadership, will open new client paths for growth." Riveron, which specializes in addressing opportunities for the office of the CFO as well as private equity sponsors and portfolio companies, brings deep experience to help leaders navigate complex challenges and transform their organizations into engines of strategic value. "Our clients - providers, payers, healthcare and life sciences companies and investors - are navigating unprecedented complexity. Our industry team is committed to bringing operator expertise, financial discipline, operational depth, and data-driven insights to unlock new value and accelerate transformation across the sector," said Zagger. With more than two decades of leading transformations across healthcare and life sciences, Zagger is globally recognized for guiding organizations through operational turnarounds, mergers and acquisitions, strategic repositioning, and complex financial challenges. Previously, Zagger held leadership positions in and has advised Fortune 500 companies, high-growth innovators, and private equity sponsors. Under Zagger's leadership, the Healthcare & Life Sciences team will leverage global knowledge to deepen capabilities across restructuring, performance improvement, commercialization, revenue cycle optimization, digital health transformation, and value creation planning for investors. Riveron's multidisciplinary expertise enables clients to not only manage transactional complexity but also capture and accelerate value creation, whether preparing for a sale or driving sustainable performance improvements through technology enablement, process redesign, or enhanced reporting capabilities. Coupled with industry domain expertise, Riveron's hands-on approach helps finance organizations evolve into proactive business partners that drive enterprise growth. About Riveron Founded in 2006, Riveron supports the office of the CFO, solving complex challenges and creating lasting improvements to finance, accounting, and technology functions. With over 1,200 professionals across 18 international offices, Riveron teams bring industry perspective and a full suite of solutions to address M&A, financial distress, technology transformation, process improvement, and other complex performance improvement needs. Its multidisciplinary approach combines authenticity, collaboration, and technical expertise to bring clarity to chaos and spur momentum for change. Riveron is backed by affiliates of Kohlberg, with H.I.G. Capital maintaining a minority investment. Riveron Media Contact Vested Communications for Riveron Solutions for the office of the CFO and private equity. Riveron Consulting, LLC. move at the speed of private equity - driving value, executing with urgency, and delivering results that fuel sustainable growth.
Riveron has acquired Eden Data, enhancing its Risk Advisory solutions with expertise in cybersecurity, governance, risk, compliance, and AI. This partnership expands Riveron's capabilities in financial controls and technology risk management. Eden Data, founded by Taylor Hersom, brings nearly 60 professionals skilled in compliance frameworks like SOC 2 and ISO 27001. The collaboration aims to address growing demands for integrated risk advisory services amid increasing data privacy and cybersecurity challenges.
Riveron partners with Eden Data to enhance Risk Advisory solutions. DALLAS-(BUSINESS WIRE)-Riveron, a leading advisory firm providing mission-critical services to the office of the CFO, private equity firms, and other capital providers, has acquired Eden Data, an Austin-based advisory firm with expertise in cybersecurity, governance, risk, compliance (GRC), and AI. The move significantly expands the scope and depth of Riveron's Risk Advisory solutions, creating a comprehensive platform that spans financial controls, compliance, and emerging technology risk management. Founded by Taylor Hersom, Eden Data has nearly 60 professionals with deep expertise in GRC, technology, and cybersecurity. The company specializes in compliance frameworks, including SOC 2, ISO 27001, PCI, and many others, helping businesses become audit-ready and IPO-prepared. Clients span a broad range of industries, reflecting the expanding need for scalable risk solutions across all market sectors. The demand for integrated risk advisory is accelerating as CFOs and boards face mounting pressure around data privacy, cybersecurity, and the governance of emerging technologies. With Eden Data, Riveron is positioned to address these challenges head-on, uniting financial, operational, and cyber-expertise in one platform. "This partnership is a game-changer for the clients we serve through our growing Risk Advisory team," said Sam Shaw, CEO of Riveron. "Eden Data brings in-demand cyber, compliance, and AI risk expertise that perfectly complements our SOX, internal audit, and enterprise risk services. Together, we're building a one-stop shop for our clients to help them address today's most pressing risk management challenges." "Riveron is a highly respected firm with stable, long-lasting client relationships. It offers the perfect opportunity to showcase our distinctive expertise within a robust, broader platform," said Hersom, who will continue to lead the growth of the Eden Data team. "We know that this combined team will be able to further our mission of helping companies strengthen their cybersecurity posture and build trust amid a complex, rapidly evolving technology and compliance landscape. Our professionals are looking forward to delivering a broader, more comprehensive solution set as part of Riveron." This partnership follows multiple successful strategic investments completed within the past two years, including Effectus Group, which has strengthened Riveron's comprehensive accounting advisory expertise alongside the full suite of technology enablement and AI solutions bolstered by the prior investment in Yantra. Fortitude Advisors served as exclusive financial advisor to Eden Data. Guggenheim Securities, LLC served as financial advisor to Riveron. Ropes & Gray LLP served as legal advisor to Riveron, and Winstead P.C. served as legal advisor to Eden Data. About Riveron Founded in 2006, Riveron supports the office of the CFO, solving complex challenges and creating lasting improvements to finance, accounting, and technology functions. With over 1,200 professionals across 18 international offices, Riveron teams bring industry perspective and a full suite of solutions to address M&A, financial distress, technology transformation, process improvement, and other complex performance improvement needs. Our multidisciplinary approach combines authenticity, collaboration, and technical expertise to bring clarity to chaos and spur momentum for change. Riveron is backed by affiliates of Kohlberg, with H.I.G. Capital maintaining a minority investment. About Eden Data Founded in 2021, Eden Data is the go-to cybersecurity and compliance firm from SOC 2 to IPO. Their team of nearly 60 hands-on experts have built security, compliance, and privacy programs to exceed international standards for 500+ high-growth brands. In addition to advisory, penetration testing, and internal audits, the firm specializes in GRC modernization and has been named Drata's Partner-of-the-Year three consecutive times. Visit Eden Data. Media Contact Vested Communications for Riveron [email protected] More News From Riveron DALLAS-( BUSINESS WIRE )-Riveron, a leading advisory firm that drives value creation for CFOs, private equity firms, and other capital providers, today announced the addition of two new members to its Board of Directors - Jaideep Bajaj as Chairman and Mike McKay as a Director, effective immediately. As Chairman of Riveron's Board, Bajaj will leverage his experience with ZS Associates to provide strategic guidance and insight into navigating Riveron through an accelerating growth trajectory. As a... DALLAS-( BUSINESS WIRE )-Riveron, a leading business advisory firm specializing in business transformation and value creation for CFOs, private equity firms, and key stakeholders, formalized a partnership with Alteryx. The business advisory firm has a successful track record of helping companies with financial transformations and technology enablement, offering a full suite of solutions focused on the office of the CFO, mergers and acquisitions, and distress. Through this new partnership, River... DALLAS-( BUSINESS WIRE )-Riveron, a leading advisory firm specializing in business transformation and value creation for CFOs, private equity firms, and other stakeholders, is proud to announce the launch of its refreshed brand. Riveron also unveiled a new tagline: "Complexity and Urgency. Simplified.,(TM)" which demonstrates its ability to simplify complexity and provide clarity, maximizing outcomes in an evolving and fast-paced business landscape. The firm's rebrand follows a period of significa...
Riveron, a business advisory firm backed by Kohlberg & Company, has acquired Yantra, a technology and advisory services provider
PALO ALTO, Calif. - Riveron, a business advisory firm backed by Kohlberg & Company, announced today its acquisition of Yantra, a technology and advisory services provider with a broad range of expertise to address the pressing needs of technology-enabled CFOs.