Senior Consultant
Bengaluru
API International Capability Centre Private Limited
Job Summary: The OneStream Administrator/Analyst is responsible for the day-to-day administration, maintenance, and optimization of the OneStream XF platform. This role develops administrator competencies for modifying core platform artifacts—including dimensionality, workflow, data sources, and transformation rules—and applies troubleshooting skills for a variety of common issues.
Working at the intersection of Finance and IT, the Administrator/Analyst partners with accounting, FP&A, and operational stakeholders to ensure the platform supports accurate, timely financial consolidation, reporting, forecasting and planning processes. The position works with accounting and finance groups to support internal use of the OneStream XF
Platform and helps serve the stakeholder community through existing setup as well as additional enhancements and utilization of OneStream XF Platform and MarketPlace tools.
Responsibilities: Platform Administration & Configuration
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Execute primary administrative responsibilities within the OneStream application, encompassing maintaining entity hierarchies, configuring rules, orchestrating workflows, designing dashboards, and developing reporting views and packages.
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Manage dimensions, work with cubes and extensibility, and build and update workflow profiles.
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Manage metadata updates, enhancements, and system maintenance, supporting the overall administration of the OneStream XF application.
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Maintain the system’s metadata in accordance with the company’s change management policy and summarize and distribute notes on changes to accounting and finance users.
Data Management & Integration
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Manage and maintain data import artifacts, data entry workflows, and related artifacts.
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Lead integrations (including mapping of new acquisitions) and upkeep of data quality processes, including validation, mapping, transformation, and confirmation activities from source systems into the OneStream platform.
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Maintain and improve OneStream’s integration with ERP and other enterprise systems for seamless data flow.
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Support data validation and reconciliation between source systems and OneStream models.
Reporting & Dashboards
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Maintain, develop, and design reporting through OneStream Excel add-in, cube views, and dashboards.
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Build and enhance reports and dashboards, workflow processes, and implement new modules of OneStream software to streamline monthly, quarterly, and annual reporting requirements.
User Management & Support
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Manage user roles, permissions, and system access.
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Provision users in OneStream security settings and perform regular security reviews on access.
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Provide training and education to end users on system functionality as required.
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Provide technical support and guidance to users and identify any problems or issues that arise.
Governance & Controls
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Collaborate with the IT SOX team to uphold internal control governance, including SOX requirements, through meticulous documentation and coordination with both internal and external auditors regarding system access and change management.
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Help develop and maintain documentation on key processes and controls used to support the cubes across the OneStream environment.
Workflow & Close Support
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Revise and update workflow processes and utilize administrator tools to support end-to-end workflow execution.
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Administer recurring tasks across various workflows such as corporate accounting, external reporting, FP&A, management reporting, and revenue reporting.
Continuous Improvement
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Help support additional enhancements and expanded utilization of the OneStream XF Platform and MarketPlace tools.
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Stay current on OneStream releases and upgrades; plan and execute platform upgrades as needed.
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Work with stakeholders to gather requirements and define business processes, establishing business process workflows and target-state workflow models.
Qualifications
List minimum requirements for education, experience, and proficiencies
Education
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Bachelor’s degree in finance, Accounting, Information Systems, or a related field (preferred).
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CPA or CMA is a plus.
Experience
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4–6 years of experience in accounting, finance, or information systems.
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Minimum 3 years of experience administering, implementing, or optimizing EPM/CPM applications such as OneStream, Hyperion (HFM/Planning), SAP BPC, Anaplan, or similar platforms.
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Experience showing a strong knowledge of financial processes, including financial close, consolidations, financial reporting, and FP&A.
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Experience with ETL tools, data warehousing, or basic scripting is a plus.
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Experience with VB.net and composing business rules and logic is preferre
Certifications
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OneStream Certified Associate (OCA) in Administration preferred, or willingness to obtain.
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Completion of OneStream Essentials: Getting Started with OneStream (or equivalent knowledge) is expected.
Technical Skills
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Strong practical OneStream experience as a power user or administrator, including report building, workflows, mappings, and business rules.
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Proficiency with OneStream Cube Views, Excel Add-in, dashboards, and form templates.
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Familiarity with data integration concepts and core financial statements (Income Statement, Balance Sheet, Cash Flow).
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Advanced skills in Microsoft Excel and the broader Microsoft Office suite.
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Basic knowledge of SQL or relational databases and familiarity with enterprise financial systems (e.g., SAP, Oracle, NetSuite) are desirable.
Core Competencies
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Analytical & Problem-Solving Skills — Strong analytical and problem-solving skills with attention to detail and ability to work with large datasets.
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Communication & Collaboration — Excellent communication and interpersonal skills, with the ability to understand business requirements and end-user needs. Effective collaboration with both technical and non-technical teams.
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Financial Acumen — Ability to analyze financial data and financial statements, with a working understanding of GAAP, consolidation mechanics, and FP&A processes.
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Project & Time Management — Strong project management skills, including the ability to manage details through to completion and ensure project deadlines are met. Ability to manage multiple projects at once.
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Customer-Service Orientation — Strong problem-solving skills with a customer-service-focused mindset to interact with stakeholders.
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Initiative & Adaptability — Ability to multitask and proactively research remediations to questions or problems as they arise. Willingness to continuously learn and stay current on OneStream platform capabilities.
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Integrity & Governance Mindset — High level of integrity, with commitment to SOX compliance, change management discipline, and data security best practices.
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