OneStream PM
May 13, 2026CONTRACT: Director, Finance Transformation (#10755)
DFW area client is seeking a Director of Finance Transformation on a long-term, contract basis.
We are seeking a Director, FP&A Transformation Lead—a senior leader who will drive end-to-end transformation of reporting architecture, data flows, financial processes, and enterprise controls. This role will lead the assessment of current-state processes, redesign target-state workflows, and deliver fully automated, integrated financial reporting across D365, OneStream, Coupa, Workday, and the broader systems ecosystem.
This is a high-urgency, high-impact role for an FP&A and systems expert with deep accounting knowledge, exceptional process design capabilities, and hands-on experience implementing EPM solutions under tight deadlines. The selected leader will be accountable for collaborating with Master Data Management to build a scalable data and reporting foundation, including delineation of ownership of enterprise financial data structures and the development of a Data Stewardship framework.
What You’ll Lead & Deliver
Process Re-Engineering & Current-State Assessment
- Lead a comprehensive assessment of current FP&A and reporting processes, identifying gaps in automation, controls, data governance, and scalability.
- Re-engineer end-to-end workflows (actuals, close, forecast, budget, allocations, management reporting) with a goal of eliminating manual interventions and establishing sustainable automation.
- Define and implement a future-state operating model for FP&A and Accounting, including standardized processes, controls, and data management responsibilities.
Reporting & Forecasting Automation
- Architect automated data flows from D365 ? OneStream for actuals, budgets, forecasts, allocations, and KPI reporting.
- Eliminate manual tagging and reclassification processes—targeting a 90%+ reduction in manual FP&A labor.
- Standardize metadata, hierarchies, and dimensional structures across all reporting layers to ensure alignment between AOP, forecast, and monthly reporting.
Data Ownership, Control Framework & Data Stewardship
- Work with Master Data Management to establish enterprise-wide ownership of financial data, ensuring clarity of responsibilities across FP&A, Accounting, and Data Engineering.
- Build a financial control framework governing data quality, transformation rules, reconciliation checkpoints, and exception management.
- Alongside MDM, create and operationalize a Data Steward role to maintain metadata, ensure integrity of dimensional structures, and manage cross-functional governance processes.
Data & Dimensional Modeling
- Redesign segment, value stream, initiative, customer, and product reporting structures to enable consistent, scalable analysis.
- Implement standardized mapping rules across ERP (D365), EPM (OneStream), and BI tools.
- Partner with Data and Accounting teams to ensure alignment on master data, integration rules, and control points.
OneStream Optimization
- Lead the redesign of OneStream cubes, workflows, dimensions, transformation rules, and consolidation logic.
- Improve driver-based forecasting, segmentation reporting, and management dashboards.
- Drive efficiencies in the close-to-report cycle, reducing timelines by at least two business days while enhancing data accuracy.
- Connect OneStream into reporting and data visualization platforms such as Power Bi or Tableau.
Expense & Allocation Modeling
- Enhance expense analysis models; automate cost allocations across entities, departments, value streams, and business lines.
- Support asset-management-specific frameworks (AUM, fund allocations, platform costs, shared services).
AOP-Linked Reporting & Performance Management
- Align reporting structures, dashboards, and KPIs directly to Annual Operating Plan (AOP) targets.
- Automate AOP vs. Actual vs. Forecast reporting—providing executives with timely performance insights.
- Partner with FP&A leadership to ensure AOP assumptions flow through driver models, allocations, and reporting hierarchies.
Cross-Functional Leadership & Urgency
- Serve as the primary integration point between FP&A, Accounting, ERP, Data Engineering, and Reporting teams.
- Translate complex system behavior, process changes, and reporting rules into clear communication for senior non-technical leaders.
- Drive aggressive project timelines with a strong sense of urgency, consistently delivering results under tight deadlines.
Key Success Metrics
- Fully automated D365 ? OneStream integrations with minimal manual intervention.
- Standardized and governed dimensional modeling across FP&A, Accounting, and Data teams.
- 90% reduction in manual tagging, reconciliation, and spreadsheet-driven processing.
- Shortened monthly close and reporting cycle by 2+ business days.
- Operationalized data control framework with active Data Stewardship.
- Automated, reliable dashboards and investor-grade reporting tied directly to AOP performance metrics.
Required Experience & Qualifications
- 15+ years in FP&A, financial systems, process transformation, or related finance operations roles.
- Strong accounting foundation; CPA preferred.
- Deep FP&A experience including forecasting, budgeting, variance analysis, cost modeling, and multi-entity reporting.
- Hands-on expertise with OneStream (preferred) or other relevant planning and reporting platform experience.
- Experience connecting OneStream into data visualization platforms such as Power Bi, Tableau, etc.
- Proven experience assessing as-is processes and designing target-state workflows.
- Demonstrated success in automating manual processes and implementing control frameworks.
- Experience in the asset management industry required.
- Strong understanding of ERP–EPM integrations and financial data architecture.
- Excellent communication and executive-facing presentation skills.
Who You Are
- A hybrid FP&A and systems leader who excels at process re-engineering, automation, and data governance.
- Someone who can quickly assess complex current-state environments and define scalable future-state solutions.
- A builder who thrives on eliminating manual work, elevating data integrity, and delivering automation under pressure.
- A strong partner to FP&A, Accounting, Data, IT, and Business Unit leaders.
- A problem-solver with a bias toward action and the urgency needed to modernize fragmented reporting environments.