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Robert Half

ERP/CRM Consultant

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Job Description

We are looking for an experienced ERP/CRM Consultant to support a OneStream financial systems implementation in Katy, Texas. This Long-term Contract position will serve as a critical link between finance stakeholders, internal business teams, and the implementation partner to help deliver a practical, sustainable solution. The ideal candidate brings strong OneStream expertise along with the ability to bridge accounting requirements and system capabilities in a hands-on, techno-functional capacity.
Responsibilities:
  • Act as the primary internal advisor during the OneStream implementation, ensuring business objectives are clearly conveyed to the implementation partner and reflected in the delivered solution.
  • Work across the full project lifecycle by contributing to discovery sessions, solution planning, system setup, validation activities, deployment preparation, and post-launch support.
  • Build and enhance reporting capabilities within OneStream, including financial reports, dashboards, Cube Views, and Excel-connected reporting outputs.
  • Convert finance and accounting needs into workable system designs and functional configurations that support reporting, consolidation, planning, and forecasting activities.
  • Assess proposed configurations and design decisions from the implementation partner to confirm they support business expectations and long-term maintainability.
  • Coordinate data-related activities such as mappings, reconciliations, metadata alignment, workflow setup, and integration points between OneStream and source financial platforms.
  • Partner closely with Accounting, FP&A, Finance leadership, IT, and other stakeholders to resolve issues, clarify priorities, and maintain project momentum.
  • Prepare user guides, training content, and supporting documentation, then lead knowledge transfer sessions to help teams confidently use and maintain the platform.
  • Support testing efforts by guiding user acceptance activities, tracking defects, and helping the organization prepare for a successful production rollout.