Managing Director, OneStream Consulting Practice

Baker Tilly•Chicago, IL
•$202,700 - $346,400

About The Position

Baker Tilly is seeking an accomplished, entrepreneurial Managing Director to provide strategic, commercial, and operational leadership for its OneStream consulting practice. The role is responsible for driving sustainable revenue growth, strengthening client relationships, delivering exceptional services, and developing a high-performing consulting team. As a senior member of the consulting leadership team, the Managing Director will shape practice strategy, expand market opportunities, build relationships throughout the OneStream ecosystem, and ensure client engagements deliver measurable business value. The Managing Director will lead business development and complex sales pursuits; oversee OneStream implementation, optimization, and advisory engagements; serve as an executive sponsor and trusted advisor to clients; and maintain accountability for client satisfaction, delivery quality, profitability, and outcomes. The role also leads talent development, practice operations and financial performance, and Baker Tilly’s strategic relationships and joint initiatives within the OneStream partner ecosystem. Travel may be required to support clients, business development, and practice leadership. The work location status should be discussed with a Baker Tilly talent acquisition professional. The posted pay range is $202,700 to $346,400. Actual compensation depends on relevant factors including skills, experience, qualifications, certifications, work arrangements, and geographic location. Baker Tilly offers a compensation and benefits package to eligible employees.

Requirements

  • Bachelor’s degree in Accounting, Finance, Information Systems, Business Administration, or a related discipline.
  • 12–15+ years of professional experience in management consulting, enterprise performance management, financial systems, or finance transformation.
  • Significant OneStream ecosystem experience, including implementation delivery, solution advisory, and/or leadership of OneStream consulting services.
  • Demonstrated success developing new business, building executive client relationships, and consistently achieving revenue or sales objectives.
  • Experience leading complex enterprise technology and finance transformation engagements.
  • Experience managing and developing consulting teams, including senior managers and emerging practice leaders.
  • Strong understanding of financial consolidation, planning, budgeting, forecasting, financial reporting, and related finance processes.
  • Experience managing practice or portfolio financial performance, including revenue, profitability, utilization, and resource planning.
  • Strong executive presence, communication, negotiation, and relationship-building capabilities.
  • Ability to collaborate effectively across business units, service lines, and external strategic partners.
  • Willingness to travel as required to support clients, business development activities, and practice leadership.

Nice To Haves

  • Prior Director, Senior Director, Managing Director, or Practice Leader experience within a recognized OneStream consulting partner.
  • Established professional relationships within the OneStream ecosystem and enterprise finance leadership community.
  • Experience building or scaling a OneStream or EPM consulting practice.
  • OneStream certifications or equivalent demonstrated platform expertise.
  • Experience developing and launching consulting service offerings or managed services capabilities.
  • Background in accounting, financial close and consolidation, or corporate FP&A.
  • Experience leading large-scale, multi-workstream, or multi-entity enterprise transformation programs.
  • Demonstrated ability to develop strategic partnerships and generate alliance-sourced opportunities.
  • Experience integrating EPM solutions with ERP, data management, analytics, and broader enterprise technology platforms.

Responsibilities

  • Develop and execute strategies for sustainable practice growth, including new client acquisition, expansion of existing relationships, and new service offerings.
  • Build and manage a qualified sales pipeline and meet individual and practice-level sales and revenue objectives.
  • Lead complex sales pursuits, including executive discovery, solution positioning, proposals, commercial negotiations, and deal closure.
  • Build trusted relationships with CFOs, Controllers, FP&A leaders, and other senior finance executives.
  • Identify opportunities across consolidation, planning, budgeting, forecasting, reporting, account reconciliations, and finance transformation.
  • Collaborate with consulting, advisory, technology, and industry teams on integrated solutions and cross-selling.
  • Increase Baker Tilly’s visibility in the OneStream marketplace through events, thought leadership, professional networks, and strategic relationships.
  • Build productive relationships with OneStream sales, alliance, and leadership teams to support joint business development.
  • Provide executive oversight for complex OneStream implementation, optimization, and advisory engagements.
  • Serve as an executive sponsor and trusted advisor, aligning technology solutions with clients’ finance transformation objectives.
  • Maintain accountability for client satisfaction, delivery quality, project profitability, and business outcomes.
  • Partner with engagement leaders and solution architects on governance, staffing, risk management, and quality assurance.
  • Address client escalations, delivery challenges, and commercial risks; reinforce consistent delivery methodologies and quality standards.
  • Develop repeatable implementation approaches, accelerators, and intellectual property to improve efficiency and differentiate the practice.
  • Help clients realize long-term value from OneStream and identify opportunities for advisory, optimization, and managed services.
  • Lead and develop OneStream consulting professionals, including Directors, Managers, solution architects, and functional and technical consultants.
  • Set performance expectations, accountability structures, and professional development plans; recruit and retain talent.
  • Mentor emerging leaders, develop succession plans, and promote knowledge sharing, certifications, cross-training, and continuous improvement.
  • Align staffing capacity, skills development, and hiring plans with business demand in collaboration with resource management and practice leaders.
  • Foster an inclusive, collaborative, high-performing environment and model Baker Tilly’s values and leadership expectations.
  • Share accountability for practice revenue, profitability, utilization, resource capacity, and operating efficiency.
  • Develop annual business plans, budgets, growth forecasts, and talent investment strategies; monitor performance indicators and improve results.
  • Balance pipeline, project demand, staffing capacity, and hiring investments to support profitable growth.
  • Establish engagement pricing, commercial structures, and margin expectations with firm leadership.
  • Identify operational risks and improvement opportunities across sales, delivery, staffing, and client management.
  • Contribute to decisions on market expansion, service offerings, organizational structure, and investments, and advance broader consulting objectives.
  • Represent Baker Tilly in the OneStream partner ecosystem and maintain relationships with OneStream sales leadership, alliance management, product specialists, and other stakeholders.
  • Collaborate on joint account planning, co-selling, marketing campaigns, and industry events.
  • Track OneStream’s product roadmap, platform capabilities, competitive positioning, emerging technologies, AI-enabled finance capabilities, and client needs.
  • Represent Baker Tilly as a thought leader in enterprise performance management and finance transformation.
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