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Solution Lead, OneStream

CFO Technology
New York City
  • Founded in 2009
  • 1,000+ employees
  • Serving 300+ leading private equity firms

Company Overview

There’s a better way to work in finance—and more specifically, a better way to unlock value potential in private equity-backed portfolio companies. Working at the intersection of sponsors and management teams across every stage of the investment lifecycle, our team provides hands-on, execution-oriented support to elevate the office of the CFO.

So, what does it mean to work at Accordion? It means joining 1,000+ finance & technology experts in a high-growth, agile, and entrepreneurial environment while changing the way portfolio companies drive value. It also means making your mark on Accordion’s future—by embracing a culture rooted in collaboration and a firm-wide commitment to building something great, together.

Accordion is headquartered in New York City with 11 offices around the globe. Join us!

CFO Technology

Accordion’s CFO Technology Practice effectively and efficiently delivers the digital services and solutions to support organizational strategic initiatives.

Our CFO Technology experts work cross-functionally — alongside practitioners from all corners of Accordion — to arm CFOs with the appropriate digital solutions needed to implement the team’s business process recommendations and to capitalize on value creation opportunities. From ERP, CPM, Analytics, Data Integration, RPA, and beyond, CFO Tech provides finance leaders with a single, objective partner capable of delivering from strategy to execution.

This role can be based in any of our US office locations and is a hybrid role. Ideal candidates should be local to the desired location, with the flexibility to work remotely 2-3 days a week, blending the best of both worlds for efficiency and collaboration.

What You’ll Do:

  • Solution Architecture: Design and develop OneStream solutions to meet business and compliance requirements.
  • Implementation: Lead the implementation of OneStream solutions and applications, ensuring seamless integration with existing systems.
  • Configuration and Customization: Customize OneStream applications based on specific business needs and configure settings for optimal performance.
  • Collaboration: Work closely with cross-functional teams, including compliance, risk, and IT, to understand requirements and deliver effective solutions.
  • Troubleshooting: Provide technical support and troubleshoot issues related to OneStream applications, ensuring timely resolution.
  • Training: Conduct training sessions for end-users and stakeholders on OneStream applications and functionalities.
  • Documentation: Create and maintain documentation related to OneStream solution architecture, configurations, and processes.
  • Upgrades and Enhancements: Stay informed about OneStream updates and implement upgrades or enhancements as needed.
  • Compliance Management: Ensure that the OneStream solution aligns with regulatory compliance standards, internal and external audit requirements, and industry best practices.
  • Continuous Improvement: Identify opportunities for process improvement and optimization of OneStream solutions.

Ideally, You Have: 

  • Bachelor's degree in Computer Science, Information Technology, Engineering, or a related field. A Master’s degree (MBA, MS, etc.) is even better.
  • OneStream Certified Professional (OCP) Lead Architect certification, OneStream Certified Associate (OCA) certifications.
  • Proficiency with VB.NET, SQL within a business rule context strongly preferred. Experience with any other programing languages a plus.
  • Proven experience as an OneStream Senior Consultant, Project Lead, or Manager
  • Project lead or lead developer on multiple end-to-end implementations with OneStream customers.
  • Strong expertise in implementing and customizing OneStream applications, experience with other CPM technologies is a plus.
  • Excellent understanding of multi-dimensional AND relational databases.
  • Experience in leading teams and managing CPM projects.
  • Comfortable planning projects, gathering requirements, leading design and whiteboarding sessions, and taking projects all the way through go-live. You are a pro at project execution.
  • Effective communication and collaboration skills.
  • Experience with Cloud architectures, including certifications, are a plus – emphasis on Azure-hosted applications.
  • Key skills should include some or all of the following areas:
    • OneStream Applications and Marketplace Solutions
    • Solution Architecture
    • Configuration and Customization
    • Data Integrations
    • Team Leadership
    • Troubleshooting and Support
    • Training and Documentation
    • Project Management
    • Candidates for this role should demonstrate a solid understanding of OneStream solutions architecture and the ability to lead the implementation and maintenance of these solutions within an organization.

 Ideally, You Are:

  • A self-starter with a strong work ethic
  • A leader of others; you lead by example
  • A strong team player, able to work with team members across all levels
  • Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
  • Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
  • Excited to be part of a growing team, with a focus on driving future growth
  • Full of entrepreneurial spirit and comfortable in a fluid, flat organization
  • Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies
  • Passionate about delivering exceptional client service
  • Someone who enjoys mentoring others and doing meaningful work
  • Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
  • Willing to travel according to client needs

Salary: $145,000 to $190,000 + benefits + bonus

Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.  We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, veteran status, or any other status protected under federal, state, or local law.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.


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Company Overview
In 2009, Accordion set out to prove that there was a better way to work in finance – and more specifically, a better way to unlock value potential in private equity portfolio companies. In the years since, our firm has grown into a bi-coastal team of 1000+ finance and technology professionals, serving nearly 300 of the world’s leading private equity firms out of offices in Atlanta, Boston, Charlotte, Chicago, Dallas, Detroit, Los Angeles, New York, San Francisco, and South Florida.

Our mission is to shape a new era in the private equity industry. Focusing exclusively on the office of the CFO of PE-backed companies, we’re committed to driving value creation through financial consulting services and portfolio operations technology.

So, what does it mean to work at Accordion? It means thriving in a high-growth, agile, and collaborative environment. It means changing the way private equity firms create value at their portfolio companies. And ultimately, it means making your mark on the firm’s future – by embracing a culture rooted in humility and a firm-wide commitment to building something great, together. Join us!