Global Technical and Functional Product Owner

Refresco Careers•Tampa, FL

About The Position

The Global Technical & Functional Product Owner OneStream has end-to-end accountability for the functional and technical direction, operational delivery, and enterprise-wide governance of the OneStream platform. The role combines day-to-day ownership of demand, backlog, incidents, requirements, testing, and releases with responsibility for global product strategy, roadmap, design standards, investment priorities, and value realization. Acting as the primary Finance product authority, the role protects the global template, aligns stakeholder needs, and partners with IT, Data, and external providers to deliver a controlled, scalable, and sustainable platform. The position sets global functional strategy, standards, and roadmap; prioritizes the backlog within the agreed governance and investment framework; and provides decision-making for requirements, completed changes, material designs, template exceptions, and functional deployment readiness. It ensures platform operations and changes meet audit, compliance, SOX, and ITGC requirements, and escalates strategic, funding, risk, ownership, resource, or cross-functional decisions to Finance and IT leadership. Success is measured through a clear, value-based roadmap and backlog; high-quality requirements and controlled releases; consistent global governance; predictable delivery and improved platform health; stronger stakeholder satisfaction and adoption; and demonstrable business value through reuse, simplification, process consistency, and sustainable platform ownership.

Requirements

Bachelor’s or Master’s degree, or equivalent professional experience, in Finance, Accounting, Business Administration, Information Systems, or a related field.
Extensive experience in enterprise performance management, Finance transformation, or global finance systems product ownership.
Strong knowledge of consolidation, financial close, planning, forecasting, reporting, and associated governance and control requirements.
Demonstrated experience managing product demand, requirements, backlog, acceptance criteria, testing, releases, and major change delivery.
Experience leading cross-functional governance, global roadmap prioritization, and collaboration across Finance, IT, Data, and external partners.
Strong executive communication, negotiation, facilitation, analytical thinking, and structured decision-making skills.

Nice To Haves

Direct OneStream implementation, rollout, or product ownership experience.
Understanding of OneStream data structures, metadata, reporting, integrations, security, and application controls.
Experience designing or evolving a finance systems operating model, tiered support structure, and global template.
Experience with audit evidence, release governance, change management, vendor governance, and platform lifecycle planning.

Responsibilities

Manage the OneStream application from functional and technical perspectives.
Align the strategy and roadmap with functional business owners.
Own the end-to-end functional backlog, balancing business value, risk, regulatory requirements, operational urgency, and strategic alignment.
Lead global demand intake and functional governance across Controllership, FP&A, Tax, ESG, HR, Finance Transformation, and local Finance teams.
Collect, challenge, and translate business needs into structured requirements, priorities, acceptance criteria, test scenarios, and release scope.
Create functional specifications for developers or partners.
Validate functional change requests and protect the global template, ensuring deviations from approved design principles are documented and governed.
Approve material functional designs, cross-process changes, template exceptions, and business readiness for major deployments.
Coordinate functional testing, user acceptance testing, business sign-off, release readiness, communications, training, and adoption.
Serve as the primary functional point of contact and decision owner for OneStream processes, reporting, enhancements, and operational priorities.
Define the operating model and collaboration expectations across Data, Infrastructure, Integration, and Development.
Manage architecture, integration, security, access, environment management, performance, resilience, and platform lifecycle.
Manage incidents up to Level 3.
Ensure controls, segregation of duties, documentation, approvals, testing evidence, and decision traceability support audit and compliance requirements.
Manage strategic vendor and system-integrator relationships from functional delivery and business-outcome perspectives.
Track platform health, delivery performance, adoption, stakeholder satisfaction, and value realization, using insights to drive continuous improvement.
Ensure the application fulfills SOX requirements and is operated in compliance with ITGC controls.
Set the global functional strategy, standards, and roadmap, and recommend funding priorities through the portfolio process.
Prioritize and sequence the functional backlog within the agreed governance and investment framework.
Accept or reject requirements, completed changes, material functional designs, and template exceptions against agreed criteria.
Confirm business readiness and authorize functional deployment once required testing, documentation, controls, and approvals are complete.
Escalate unresolved strategic, funding, risk, ownership, resource, or cross-functional decisions to Finance and IT leadership.