OneStream CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journey

Finance teams in the energy, utilities, and renewable energy sectors face unique challenges, complex ownership structures, multi-entity consolidation, regulatory reporting, and constant market volatility.

In this episode of CPM Customer Success, we discuss how CFOs, Controllers, and FP&A leaders are modernizing close, consolidation, and planning with a unified CPM platform.

We share two customer examples to bring this to life:

A fast-growing renewable energy developer that outgrew Excel as its portfolio of solar projects expanded.

One of the world's largest battery recycling enterprises with a fragmented financial process.

If you're a leader in the energy or utilities space looking to deliver faster insights, improve confidence in the numbers, and support the transition to a more dynamic energy future, this episode is for you!

FP&A is at an inflection point.

As we move toward 2026, finance leaders are being asked for more than reports and variance explanations.

They're being asked for perspective, options, and confidence—confidence that decisions are backed by accurate, timely, and defensible numbers.

In this episode, we explore how AI and automation are reshaping the FP&A function, and what that means for Heads of FP&A, CFOs, and Controllers supporting planning.

We unpack why traditional, spreadsheet-driven models are breaking down in today's volatile environment and how leading organizations are shifting from static analytics to intelligent, driver-based planning.

You'll learn what FP&A looks like in high-performing organizations, where automation fits (and where it doesn't), and how finance teams are evolving from hindsight-focused reporting to forward-looking decision support.

We also share real-world examples of how modern planning design dramatically shortens forecast cycles, improves confidence in the numbers, and elevates FP&A into a true internal advisory role.

In this episode, we sit down with Rob Alleva, Director of Finance at Tronox, to unpack what it really takes to modernize finance in a complex, global manufacturing environment.

Rob shares how Tronox approached finance transformation with a clear focus on scalability, transparency, and becoming a stronger business partner. Together with Nova's Senior VP of Delivery, Tom Foley, the group discusses the realities of managing consolidation, reporting, and planning across regions, and why legacy tools often hold finance teams back from delivering timely, actionable insights.

Tom adds perspective from the consulting side, touching on Nova's NorthStar methodology and helping frame Tronox's journey within broader finance transformation trends. The conversation dives into standardization, data visibility, and automation, highlighting how the right approach enables finance teams to move beyond manual work and spend more time on analysis and decision support.

From accelerating the close to enabling better conversations with the business, this episode offers a grounded look at what modern finance leadership looks like in practice.

2025 was a pivotal year for finance.

In this episode, we review OneStream Software's biggest 2025 advancements, from AI-driven analytics and ESG reporting to Modern Financial Close and Version 9 enhancements.

We also unpack what OneStream's $6.4B acquisition means for AI innovation and long-term strategy, and why these changes matter for CFOs seeking speed, insight, and predictability in a rapidly evolving finance landscape.

As the holidays approach, finance teams everywhere are racing toward the most important deadline of the year: the year-end close.

In this festive episode of CPM Customer Success, we compare the close process to preparing for the Holiday Season.

From "making the list and checking it twice" with close planning and task visibility, to "decorating" through data integration and validation, to the behind-the-scenes magic of automation, we walk through what separates a chaotic year-end from a confident one.

If a clean, stress-free close is on your wish list this year, this episode is for you.

Gartner's Magic Quadrant is one of the most referenced tools in finance technology.

In this episode of CPM Customer Success, we break down Gartner's 2025 Magic Quadrant for Financial Planning Software and explain how finance leaders should interpret it beyond surface-level rankings.

We explore:

• How Gartner evaluates vendors across Ability to Execute and Completeness of Vision

• The strengths and tradeoffs of other Leaders, including Anaplan, Workday Adaptive Planning, and SAP

• Why OneStream has been named a Leader for the fifth time, and where it consistently differentiates

As AI reshapes the modern business landscape, one truth is becoming unmistakable: the partnership between CFOs and CIOs has never been more essential. In this episode of CPM Customer Success, we explore why Finance and IT are being pulled into tighter alignment, and how the organizations that embrace this collaboration are setting themselves up for speed, clarity, and long-term strategic advantage.

We look at:

• Why CFOs and CIOs increasingly overlap in decisions around data, automation, forecasting, and governance

• How AI exposes gaps in cross-functional alignment, and accelerates the need for shared vision

• The role OneStream's expert ecosystem plays in creating a common language between Finance and IT

• A real-world customer example where better collaboration cut a 10-day consolidation issue down to just 3 days

• Why ongoing guidance matters after implementation, and how Nova Advisory's SMART Services help organizations sustain momentum with proactive, expert support

Whether you're a CFO looking to modernize your close, a CIO responsible for data integrity, or a finance leader navigating AI-driven transformation, this episode offers a grounded, practical view of what strong collaboration looks like, and why it's becoming a defining factor in enterprise success.

In this episode, we take a straightforward look at what's really happening with Oracle Hyperion Financial Management (HFM) and what it means for Finance teams planning their next move.

We break down the current support picture for HFM 11.1.2.x and 11.2, clarify what "Continuous Innovation" does—and doesn't—provide, and outline the risks organizations face when staying on a system that's no longer evolving.

You'll hear a real-world success story about a 174-year-old company that transitioned from a complex, aging HFM environment to a unified OneStream platform that now supports consolidation, reporting, reconciliations, and future expansion—all with dramatically improved stability and visibility.

We also walk through a practical migration roadmap: assessing your current HFM footprint, designing a unified model, converting rules and integrations, running parallel closes, and rolling out advanced capabilities like dashboards, reconciliations, and AI-driven forecasting.

Whether you're considering an upgrade to 11.2, debating Oracle Cloud EPM, or exploring modern platforms like OneStream, this episode gives Finance leaders the clarity they need to make confident, future-proof decisions.

In this special Thanksgiving episode of CPM Customer Success, we break down one of OneStream's newest announcements: their newly expanded strategic alliance with Microsoft.

From AI-driven variance analysis inside Copilot, to real-time insights delivered in Teams, to intelligent forecasting in Excel — this partnership has the power to redefine how finance teams work, collaborate, and make decisions.

We walk through:

• How SensibleAI™ Agents are transforming Microsoft 365 into a finance intelligence hub
• Why unified CPM platforms outperform disconnected legacy tools
• How global organizations like Tronox simplified planning, forecasting, and reporting
• The key steps finance teams should take now to prepare for AI-enabled workflows

Perfect for listeners preparing their 2026 finance strategy… or just getting ready for a well-deserved holiday break!

In this episode of CPM Customer Success, we explore OneStream's global research report, Finance 2035: Return to Investment, and what it reveals about the future of finance leadership.

Drawing insights from more than 2,000 business leaders and investors, this episode breaks down the qualities of the Investable CFO, a finance leader who blends governance, growth, technology, and talent into a single strategic vision.

We discuss how unified data, intelligent automation, and real-time insight are becoming non-negotiable expectations for modern finance teams.

You'll also hear a real-world transformation story from Johnson Outdoors, a global outdoor recreation company that modernized its consolidation, reporting, and budgeting processes through OneStream. Their journey highlights the trust, transparency, and agility that finance organizations must embody to thrive in the decade ahead.

If you're a CFO, CAO, Controller, Finance Director, FP&A leader, or anyone navigating digital transformation in finance, this episode looks at what 2035 demands and what you can begin building today.