Business Advisory Director

Business Advisory Director, Global

Location: Remote, US (Ideally Eastern US)

Compensation: $230,000 - $250,000 USD base per annum

Benefits Offered: Vision, Medical, Life, Dental, 401k (range applies to US Candidates only), Plus Variable Comp/Equity - Range may vary depending on experience

Employment Type: Full-time

Summary

This role is a unique chance to shape both positioning and product for a growing vertical at OneStream. You will work across sales, marketing, product and management to drive the direction of our platform for within the assigned vertical, as well as act like an evangelist for our banking vertical. Your experience as a leader in the banking industry with operational domain expertise, and OneStream implementation experience will drive revenue.
The role will report directly to the Director of Business Advisory at OneStream. This will be a hybrid role consisting of evangelizing OneStream in Banking, liaising between product development and the market, and working with sales on the vision of OneStream for specific customers.

Primary Duties & Responsibilities

• Represent the Business Transformation & Growth (BTG) team, utilize the BTG value framework. Work with the overall BTG team.
• Develops strategic market/product line business plans and programs to support sales in designated market segment.
• Identifies volume and strategic customers.
• Analyze market data to identify opportunities.
• Develops strategic direction based on market information and conducts high-level presentations and demonstrations to showcase the benefits and ROI of our financial software solutions at industry and OneStream events.
• Attending sales meetings with sales team to understand customer requirements and translate those to the product team.
• Drive industry specific solution requirements and translating market needs to product requirements.
• Advise customers on finance transformation initiatives and how OneStream fits within their overall strategy.
• Play a key role in influencing revenue by leveraging industry domain knowledge.
• Build relationships with CFOs and other senior financial executives at key accounts within assigned vertical to influence future sales and business opportunities.
• Develop and execute strategies to enhance the adoption and utilization of our software among banking institutions.
• Understand challenges faced by leaders in industry and influence decisions client retention.
• Provide strategic insights and recommendations to the executive team to improve product offerings and implementation processes.
• Collaborate with partners, Global System Integrators, Customer Success to support company goals.

Required Education & Experience

• BA in Finance or Accounting.
• 15+ Years in Finance or Finance Transformation roles within assigned domain field.
• Worked in finance function at a bank - FP&A, Treasury, Accounting / Controllership.
• Experience and strong understanding of banking operations, financial regulations, and technology trends is a must.
• Experience with communicating with the C-Suite.

Preferred Education & Experience

• Masters degree or higher in Finance or Accounting.
• Experience as CPA.
• Has been involved in implementing CPM / GL / FP&A software previously.
• Experience implementing OS is a plus.

Knowledge, Skills & Abilities

• Capable of building rapport with C-level executives and customers.
• Able to collaborate with and motivate people.
• Excellent written and verbal communication skills.
• Exceptional interpersonal skills.
• Ability to understand and react to customer needs.
• Organizational skills.
• Team player.
• Able to prioritize.
• Willingness to travel, if required.
• Flexible and adaptable.
• Professional.
• Strategic.
• Tech-savvy.
• Ability to understand and react to customer needs.
• Flexible and adaptable.
• Goal driven.
• Exceptional communication and presentation skills, with the ability to influence and persuade senior executives.
• Demonstrated ability to lead and inspire teams, driving performance and achieving business objectives.

Who We Are

OneStream is how today's Finance teams can go beyond just reporting on the past and Take Finance Further by steering the business to the future. It's the only enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the CFO to become a critical driver of business strategy and execution. Our vision is to be the operating system for modern finance, digitizing core financial functions and empowering the CFO to become a critical driver of business strategy. To learn more visit www.onestream.com.

Why Join The OneStream Team

• Transparency around corporate structure, salary, and benefits.
• Core value of customer success.
• Variety of project work (not industry specific).
• Strong culture and camaraderie.
• Multiple training opportunities.

All candidates must be legally authorized to work for any company in the country where this position is located without sponsorship.

OneStream is an Equal Opportunity Employer

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