Manual spreadsheets, broken forecasts, and outdated cash views—sound familiar? In this episode of CPM Customer Success, host Andy Smetana dives into one of the most overlooked challenges in corporate finance: cash planning. But we’re not talking about business-as-usual budgeting. We’re talking about automated, integrated, and strategic cash planning powered by OneStream.

You’ll discover how OneStream’s unified platform replaces silos and guesswork with real-time visibility, scenario modeling, and agility—so finance can lead with confidence. We break down the pain points plaguing FP&A, treasury, and accounting teams, and show how OneStream flips the script—from reactive reporting to forward-looking leadership.

Plus, don’t miss a compelling customer success story from one of the world’s largest logistics firms, who transformed their fragmented global cash management into a streamlined, intelligent process—with 70% fewer spreadsheets, real-time visibility across 500+ entities, and far more strategic decision-making.

If you’re a finance leader tired of playing catch-up with cash flow, this one’s for you.

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In this episode of CPM Customer Success, we dive deep into one of the most persistent challenges in Finance: data integrity. Host Andy walks through how fragmented systems, manual reconciliations, and inconsistent data definitions wreak havoc on financial reporting and compliance. But the real focus? How OneStream solves it all in one unified platform.

Learn how OneStream’s built-in Data Quality Engine catches issues at the source—before the close, before the audit, and before trust erodes. We spotlight two powerful success stories: a global auto supplier and a leading insurance company that both transformed their close cycles and restored confidence in their numbers.

Expect actionable insights on:

• Automating data validation and intercompany eliminations

• Eliminating Excel-based reporting risks

• Strengthening SOX and IFRS compliance

• Integrating ESG reporting with finance data

• Enabling full audit traceability and drill-down transparency

Whether you’re dealing with five ERPs, preparing for regulatory audits, or chasing intercompany mismatches across time zones, this episode is your blueprint for building trust, speed, and control into your finance operations—with OneStream.

🎯 Subscribe now and turn data chaos into financial confidence. https://www.novaadvisory.com/podcast

Consolidations don’t have to be a 15-day nightmare. In Episode 67, Andy MNA breaks down why global close processes are so hard—and how OneStream simplifies it all.

From currency translations to intercompany eliminations, we uncover the tools and success stories (tech + hospitality) that prove what’s possible when your platform just works. If you’re scaling globally, this is your playbook.

http://www.novaadvisory.com/podcast

Finance can’t lead from behind siloed systems. In this episode, we explore how OneStream connects financial and operational data—giving leaders a unified view to forecast faster, plan smarter, and act with confidence. We break down the real cost of disconnected planning, reveal the top pain points CFOs face, and share how integrated data transforms decision-making. Plus: real-world wins from a water treatment company and Academic Medical Centers.

Check all episodes from this Nova Advisory podcast, here: http://www.novaadvisory.com/podcast

Beyond Budgeting: Why Modern FP&A Teams Are Ditching the Annual Plan

Traditional budgeting is slow, rigid, and often outdated before the quarter even ends. In this episode of CPM Customer Success, we unpack why leading finance teams are leaving the annual plan behind and embracing a more agile, data-driven approach to planning.

Join us as we break down:

• Why traditional budgeting processes are falling short

• How “Beyond Budgeting” unlocks agility, responsiveness, and smarter decision-making

• What role platforms like OneStream play in enabling rolling forecasts, scenario planning, and AI-powered insights

We also spotlight two real-world success stories:

• A global water technology company, which consolidated systems and slashed load times

• An Auto Industry company, who unified finance processes and gained product-level visibility 12 days faster

If you’re tired of chasing accuracy in spreadsheets, and ready to elevate finance into a true strategic partner — this episode is your blueprint for change.

🔮 Smarter Scenario Planning with OneStream: From What-If to What’s Next

In this episode, we explore how finance leaders are using OneStream to shift from reactive planning to proactive, AI-powered decision-making.

We cover:

• The friction of traditional scenario planning

• How OneStream unifies data and logic into a single platform

• Real-world examples from global manufacturers

• How AI is reshaping forecasting and risk management

🎧 Tune in to learn how OneStream helps you move from “What if?” to confidently knowing “What’s next.” Subscribe to our newsletter: https://www.novaadvisory.com/podcast

In this episode, host Andy Smetana recaps the major announcements and innovations from OneStream’s Splash 2025 conference in Nashville.

From the debut of Sensible AI to hands-on tools like AI Forecasting, AI Studio, and Smart Agents, Andy breaks down how OneStream’s latest capabilities are helping finance teams move faster, forecast smarter, and ditch the manual grind. Discover real-world success stories, like Endeavor Energy cutting forecast time from 2 days to 10 minutes—without a single data scientist.

Whether you’re already using OneStream or exploring your next CPM solution, this episode will give you a clear picture of what’s now and what’s next.

https://www.novaadvisory.com/podcast

In this Splash 2025 episode, host Andy Smetana from breaks down what finance leaders can expect from OneStream’s flagship user conference in Nashville.

From Sensible AI Forecast and ESG innovations to real-world success stories from Gibson Brands and Endeavor Energy, this episode is your front-row seat to OneStream’s biggest announcements. We also spotlight how OneStream’s no-code tools and unified platform are helping finance teams move faster, forecast better, and scale smarter.

👉 Don’t forget to subscribe to the CPM Customer Success Weekly Newsletter for more OneStream news and episodes! https://www.novaadvisory.com/podcast

For this week's episode, Andy Smetana is joined by Pam McIntyre, SVP & Corporate Controller at OneStream Software, and Susan Maron, Chief of Staff at Nova Advisory, for a refreshingly honest and inspiring conversation.

Together, they explore the origins of OneStream’s Women in Finance initiative, the unique leadership qualities women bring to the table, and how mentorship and open dialogue can help break longstanding professional barriers. Expect personal stories, surprising statistics (including a 1,000-person webinar turnout), and practical advice for women navigating the path to leadership.

Whether you’re a rising star or a seasoned executive, this episode is a reminder that transformation in finance goes beyond software—it’s also about empowering people.

✨ Attending Splash in Nashville?

Join us for the Women in Finance Luncheon at OneStream Splash, proudly sponsored by Nova Advisory. This exclusive event features a powerhouse panel moderated by Hope King (founder of Macro Talk, former Axios reporter), with leaders from Girls Who Code, the National Women’s Soccer League, and OneStream Software.

📍 Karl F Dean Grand Ballroom

📅 Thursday, May 15

🕔 12:30 PM – 2:30 PM CDT Add the luncheon to your schedule!

In this special edition of CPM Customer Success, host Andy MNA welcomes Mark Nichols, Sales Director at OneStream Software, for a behind-the-scenes look at the OneStream Splash Conference. With Nashville as the backdrop, Mark discusses what makes Splash a can’t-miss event for finance and accounting professionals.

Listeners will hear Mark’s career journey from Hyperion to OneStream, his perspective on the unique culture that drives customer success, and a deep dive into what attendees can expect—from targeted tracks for FP&A, accounting, and executives, to immersive demos on OneStream’s unified platform and practical AI innovations.

You’ll also learn how:

• Splash helps prospects validate OneStream as a strategic solution

• Existing customers expand platform use cases like forecasting and reconciliations

• Sensible AI is driving better forecast accuracy without overwhelming finance teams

• To network effectively with peers, consultants, and OneStream leaders (costumes encouraged!)

Plus, get a preview of Nova Advisory’s customer spotlight with Morton Salt, and tips on post-conference follow-up to build a solid internal business case for OneStream adoption.

🎧 Subscribe for more success stories, interviews, and finance transformation tips at https://www.novaadvisory.com/podcast