Role Summary

This role is a member of the Finit Accounting Hub team, responsible for implementing OneStream Financial Close solutions including Account Reconciliations, Transaction Matching, Journal Entry Management, and Task Manager for clients. This individual will support solution design, system configuration, testing, training, and client enablement activities. The role requires strong functional knowledge of financial close processes and the ability to translate accounting requirements into scalable system configurations.

Responsibilities

General Implementation Execution

• Participate in client design workshops to gather requirements and document business processes.
• Prepare detailed design documentation aligned with Accounting Hub standards and client-specific needs.
• Perform system configuration activities in accordance with approved design decisions.
• Follow defined delivery methodologies and internal quality standards during execution of all work activities.
• Support issue resolution and troubleshooting during implementation and post-go-live stabilization.

Solution Design & Configuration

• Translate reconciliation and close control requirements into scalable templates and workflows within OneStream.
• Configure Account Reconciliations, Transaction Matching, Journal Entry Management, and Task Manager modules.
• Support configuration of calculations, rules, workflow, and reporting elements where applicable.
• Assist in validating system builds through tie-outs, testing cycles, and data validation procedures.
• Apply reconciliation best practices (preparer/reviewer workflow, substantiation, aging, certification, audit support) within system design.

Testing, Training, & Client Enablement

• Prepare testing scripts, validation materials, and supporting documentation.
• Support execution of user acceptance testing (UAT) and assist in tracking defect resolution.
• Prepare training materials and job aids aligned to configured processes.
• Assist with delivery of client training sessions and knowledge transfer activities.
• Contribute to development of standards and reusable documentation for future implementations.

Project Support & Internal Collaboration

• Assist with project management responsibilities including task tracking, documentation updates, and status reporting.
• Collaborate closely with senior consultants, solution architects, and project leads to ensure delivery alignment.
• Support communication of risks, issues, and dependencies during active project phases.
• Drive assigned action items to closure with internal and client stakeholders.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, Information Systems, or a related field (or equivalent experience).
• 2-3 years of experience in financial close, account reconciliations, consolidation/CPM environments, or finance systems support/implementation.
• Experience with OneStream Account Reconciliations or strong experience with a comparable platform (e.g., BlackLine, Oracle ARCS, Trintech Cadency, ReconNet) with willingness to ramp into OneStream.
• Ability to translate reconciliation best practices into practical system configuration decisions.
• Strong understanding of balance sheet reconciliation concepts including preparer/reviewer workflow, substantiation, aging, certification, and audit support.
• Experience supporting CPM build or configuration activities (rules, calculations, workflow, reporting) strongly preferred.

Skills

• Confident, professional presence with clients and internal teams.
• Strong functional understanding of account reconciliations and financial close controls.
• Hands-on configuration mindset; able to translate accounting requirements into scalable templates and workflows.
• Strong attention to detail and data discipline (validation, tie-outs, and issue isolation).
• Comfortable working with multiple stakeholders and driving items to closure.
• Clear communicator able to document decisions, standards, and support procedures.
• Strong organizational skills and ability to manage multiple concurrent workstreams.

Physical Requirements

The role is primarily based in an office setting, accounting for approximately 60% of the workday, involving tasks such as computer-based work, attending meetings, and conducting routine office activities. Travel constitutes a significant part of this role, comprising up to 40% of work time. This includes both car and air travel to client sites, conferences, and meetings.

• Sitting: Extensive periods of sitting are required, including working at a desk and during travel. This accounts for approximately 55% of the workday.
• Standing: Standing is occasionally required, typically during client engagements, presentations, or networking events, constituting about 15% of the workday.
• Walking: Regular walking is necessary for moving within offices at client sites, and during travel, making up about 15% of the workday.
• Lifting and Carrying:
  • Weight Range: The role may require lifting and carrying items such as laptops, portable presentation equipment, and document files, usually not exceeding 20 pounds.
  • Frequency: Occasional Lifting: Occurs approximately 15% of the workday, primarily during travel.
  • Frequent or Constant Lifting: Not typically required for this role.
• Talking on Phone Conversation: Engaging in phone conversations with clients and team members is frequent, making up about 35% of the workday.
• Web Conferencing: Participating in web conferences with clients and internal teams is a regular part of the role, accounting for approximately 35% of the workday.

The Finit Culture:

We are seeking candidates who share Finit's core cultural values of integrity, personal drive, innate curiosity, and empathy for others. Our consultants enrich the experience of their clients and colleagues by being candid yet egoless and collaborative yet self-directed. We are driven to deliver on behalf of others, and we look for candidates who can demonstrate their own inquisitiveness, grit, and personal approach.

Benefits:

• Excellent Medical Plan
• Dental & Vision Insurance
• Life Insurance
• Short & Long Term Disability Insurance
• Profit Sharing
• Yearly company trip for every employee and a guest (Lisbon, Portugal 2020)
• Flexible PTO with no hard limit on vacation.
• Paid Holidays
• Retirement Plan
• "Make Life Easier" perk ($100/month for house-cleaning/lawn-care services)
• 3 month paid sabbatical after 10 years of employment
• Charitable Donation Match
• Paid Time Off to volunteer

Why Finit:

• Strong family culture characterized by good-natured, humble people who like helping each other learn and grow.
• Opportunities for a wide variety of project work across many industries.
• 2 weeks per year of training and professional development.
• Finit is debt free and has no external owners. All Finit partners are actively involved in consulting, sales, and/or operations. Finit has never had a layoff and has enjoyed very low employee turnover since inception in 2002.

EEO Statement:

Finit provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, gender identity, gender expression, sexual orientation, domestic violence victim status, national origin, ancestry, citizenship, age, disability, marital status, amnesty, genetic information, family medical history, political affiliation or status in the military or as a covered veteran in accordance with applicable federal, state and local laws.

Finit complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has business locations. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.