EPM/CPM Consultant Jobs

MindStream Consultants are deployed to the Finance and Technology departments of our Fortune 1000 customers. Senior consultants support the business process definition, functional design, and technology enablement as part of Enterprise/Corporate Performance Management programs focused on planning, budgeting, financial consolidations, and reporting.

As members of the project teams, Junior consultants provide subject matter expertise in both leading business practices and application expertise to assist in the designing, developing, and deployment of applications that support the finance process. Consultants are expected to drive efforts throughout the full lifecycle of the project and provide supervising and coaching to junior team members.

Positions are based in the United States only.

    Key Responsibilities:
  • Lead implementation workstream(s) of various EPM/CPM solutions such as Oracle Hyperion, Oracle EPM Cloud, OneStream XF, NetSuite Planning and Budgeting, and more...
  • Coordinating activities to support clients through requirement gathering and process design, optimization, industry best practices, and providing recommendations to enhance and accelerate the budgeting/forecasting or financial reporting process.
  • Advising on technical designs and development best practices as a lead for the application component (e.g. Application Lead, Reporting Lead, and Data Integration Lead)
  • Develop the test plan and coordinate resources required to complete end-to-end testing as the Test Cycle Lead
  • Defining a training plan and coordinating resources to deliver application and process training as the Training Lead
  • Recommend ways to enhance and accelerate the Financial close
  • Leverage content knowledge and past experiences to architect optimal EPM/CPM solutions incorporating leading practices in areas that include: business and finance strategy, Budgeting and Forecasting, International Financial Reporting Standards (IFRS), Advanced Analytics including Predictive Analytics
  • Facilitate application design sessions advising in areas such as application architecture, process and application alignment and optimization, report design and alignment to the most appropriate reporting tool, and security design
  • Configure application components, including optimal hierarchy configuration, currency translation, intercompany eliminations, Reports, Smart View templates, and application rules customization in line with business, functional and performance requirements
  • Assist with data conversion and interfacing activities including user support to load and reconcile data
  • Prepare key deliverables such as requirement documents, design documents, development inventory, test documentation, training materials and administration/procedural guides
  • Proactively learn about other EPM/CPM applications including (but not limited to): Oracle, OneStream, NetSuite, Anaplan, Tagetik, Host Analytics, etc. The consultant should have strong business process knowledge that can be applied to various technologies.
  • Contribute to internal initiatives around staff development and support of marketing content needs.
  • Supervise, train, and coach junior team members.


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The MindStream team offers the best of application expertise and data security and system redundancy. It's the ideal solution for our needs.

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OneStream CPM

OneStream XF aligns to your business needs and changes more quickly and easily than any other product by offering one platform and one model for all financial CPM solutions. OneStream XF employs Guided Workflows, validations and flexible mapping to deliver data quality confidence for all collections and analysis while reducing risk throughout the entire auditable financial process.

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