Business Advisory Director
Listed on 2025-12-20
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Finance & Banking
Financial Manager, CFO
Overview
Business Advisory Director, Global
Location: Remote, US (Ideally Eastern US)
Compensation: $230,000 - $250,000 USD base per annum
Benefits Offered: Vision, Medical, Life, Dental, 401k (range applies to US Candidates only), Plus Variable Comp/Equity - Range may vary depending on experience
Employment Type: Full-time
Summary
This role is a unique chance to shape both positioning and product for a growing vertical will work across sales, marketing, product and management to drive the direction of our platform for within the assigned vertical, as well as act like an evangelist for our banking vertical. Your experience as a leader in the banking industry with operational domain expertise, and One Stream implementation experience will drive revenue.
The role will report directly to the Director of Business Advisory s will be a hybrid role consisting of evangelizing One Stream in Banking, liaising between product development and the market, and working with sales on the vision of One Stream for specific customers.
Duties & Responsibilities
- Represent the Business Transformation & Growth (BTG) team, utilize the BTG value framework. Work with the overall BTG team.
- Develop strategic market/product line business plans and programs to support sales in designated market segment.
- Identify volume and strategic customers.
- Analyze market data to identify opportunities.
- Develops strategic direction based on market information and conducts high-level presentations and demonstrations to showcase the benefits and ROI of our financial software solutions at industry and One Stream events.
- Attend sales meetings with the sales team to understand customer requirements and translate those to the product team.
- Drive industry specific solution requirements and translating market needs to product requirements.
- Advise customers on finance transformation initiatives and how One Stream fits within their overall strategy.
- Play a key role in influencing revenue by leveraging industry domain knowledge.
- Build relationships with CFOs and other senior financial executives at key accounts within assigned vertical to influence future sales and business opportunities.
- Develop and execute strategies to enhance the adoption and utilization of our software among banking institutions.
- Understand challenges faced by leaders in industry and influence decisions client retention.
- Provide strategic insights and recommendations to the executive team to improve product offerings and implementation processes.
- Collaborate with partners, Global System Integrators, Customer Success to support company goals.
- BA in Finance or Accounting.
- 15+ Years in Finance or Finance Transformation roles within assigned domain field.
- Worked in finance function at a bank - FP&A, Treasury, Accounting / Controllership.
- Experience and strong understanding of banking operations, financial regulations, and technology trends is a must.
- Experience with communicating with the C-Suite.
- Masters degree or higher in Finance or Accounting.
- Experience as CPA.
- Has been involved in implementing CPM / GL / FP&A software previously.
- Experience implementing OS is a plus.
- Capable of building rapport with C-level executives and customers.
- Able to collaborate with and motivate people.
- Excellent written and verbal communication skills.
- Exceptional interpersonal skills.
- Ability to understand and react to customer needs.
- Organizational skills.
- Team player.
- Able to prioritize.
- Willingness to travel, if required.
- Flexible and adaptable.
- Professional.
- Strategic.
- Tech-savvy.
- Goal driven.
- Exceptional communication and presentation skills, with the ability to influence and persuade senior executives.
- Demonstrated ability to lead and inspire teams, driving performance and achieving business objectives.
One Stream is how today s Finance teams can go beyond just reporting on the past and Take Finance Further by steering the business to the future. It s the only enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the CFO to become a critical…
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