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

In this episode of CPM Customer Success, titled "Sheet Happens: How OneStream Transforms Transparency (No More Spreadsheet Nightmares!)", we're tackling the chaos of financial data in the wild world of spreadsheets. 🌪️💼

Join us for a fun yet insightful chat on how OneStream's single-platform solution is helping finance teams escape the nightmare of scattered spreadsheets and endless reconciliations. With features like audit trails, data validation, and role-based access, OneStream is making financial transparency a reality. 💡

We also share a real-world success story of a state government that transformed its finance department with OneStream, reducing errors and boosting collaboration across teams.

Ready to make financial transparency more than just a buzzword? Tune in and say goodbye to your spreadsheet stress! 🎉

Check out all our episodes at: www.novaadvisory.com/podcast

Check the video podcast here: https://youtu.be/FLvtpv2Wsd0

Discover how OneStream's CPM Express is transforming financial management for mid-sized companies with revenues between $200M and $1B. Join us as Peter Fugere, Chief Solutions Officer at OneStream and one of its earliest team members, explains how OneStream's newest offering, CPM Express, accelerates the speed-to-value for OneStream customers, empowering finance teams with OneStream's full platform in a fraction of time of a typical implementation. Learn how a OneStream customer can get up-to-speed with OneStream, yet focus their core team on doing what they do best: delivering meaningful business insights to improve corporate performance. Tune in to learn how CPM Express can elevate your enterprise's financial management capabilities.

Visit the Video Podcast: https://www.youtube.com/watch?v=wA6PjdE7GuM

Take a look at all our episodes here: www.novaadvisory.com/podcast

Are your month-end closes starting to feel like Groundhog Day—the same tedious, repetitive tasks over and over again? You're not alone! In this episode, we dive into how OneStream's powerful platform breaks the cycle of manual processes, bringing speed, accuracy, and peace of mind to finance teams everywhere.

Join your host, Andy Smetana from Nova Advisory, as we explore real-life examples of how automation transforms critical finance functions like trial balance collection, intercompany eliminations, and cash flow reporting. Discover how OneStream empowers finance teams to close faster, with fewer errors, and regain precious time to focus on high-value tasks.

If you're ready to escape the endless month-end loop, this episode is for you! Tune in and learn how to automate your way to a stress-free close.

Visit www.novaadvisory.com/podcast for all of our episodes

Also visit our YouTube channel:

https://www.youtube.com/@CPMCustomerSuccess/videos

In this episode of the CPM Customer Success podcast, we explore how financial reporting can be transformed with OneStream's innovative solutions. Titled "Reporting Reimagined: Accelerating Finance with OneStream Solutions," this episode dives into the key strategies that finance leaders can adopt to streamline reporting, eliminate data silos, and gain real-time insights.

Join us as we discuss:

🔹 How OneStream unifies both financial and operational data into a single platform, bringing transparency and accuracy to reporting.

🔹 The power of automation in reducing manual processes, increasing efficiency, and ensuring compliance with stakeholder reporting.

🔹 Real-world examples of how global organizations have cut reporting times by more than 50%, significantly improving decision-making capabilities.

🔹 Key features like Self-Service Reporting, Interactive Dashboards, and Advanced Analytics, empowering finance teams to be more agile and data-driven.

Whether you're a CFO, finance director, or leader in accounting, this episode provides practical insights and solutions to help you reimagine financial reporting for your organization. If you're ready to accelerate your finance operations with OneStream, this is the episode for you!

🎙️ Listen now to learn how OneStream can streamline your reporting process and elevate your finance team to new heights of performance.

In today's unpredictable business environment, static spreadsheets just don't cut it. In this episode, we explore how finance leaders can replace outdated tools with OneStream's unified platform for smarter, more agile planning. Discover how AI-powered scenario modeling and rolling forecasts help organizations anticipate change, seize opportunities, and respond to risks—no crystal ball required.

Through real-world examples from retail, healthcare, and manufacturing, we show how companies are boosting efficiency, shortening budget cycles, and aligning strategy with operations using OneStream. Learn why switching to dynamic forecasting and predictive analytics is the key to staying ahead in competitive markets.

Whether you're dealing with supply chain disruptions or managing complex financial plans, this episode offers practical insights into creating business agility. Tune in and find out how OneStream's guided workflows and seamless data integration are changing the way businesses forecast and thrive.

Visit our podcast episodes at: www.novaadvisory.com/podcast

In this episode of the CPM Customer Success podcast, we explore one of the most daunting tasks finance and accounting leaders face—the financial close process. Managing multiple systems, intercompany, minority interests, currencies, and tight deadlines often feels overwhelming, but it doesn't have to be.

Join us as we explore how OneStream's unified platform is revolutionizing the financial close, consolidation, and reporting processes. From eliminating complex manual tasks to providing real-time data transparency, OneStream allows organizations to close their books faster and with more accuracy. Discover how this platform simplifies intercompany transactions, enhances data accuracy, and helps you avoid spending nights and weekends in the office. If you're ready to transform your financial close process, this episode is a must-listen!

In this episode of the CPM Customer Success podcast, we sit down with Ace Hardware to explore their incredible journey of transforming account reconciliations using OneStream. Learn how Ace Hardware shifted from time-consuming, manual processes to a streamlined, transparent, and efficient reconciliation system that supports both corporate and subsidiary needs.

Join Scott Bieniasz from Ace Hardware and Sal Messina from Nova Advisory as they discuss:

🔹 The challenges of managing reconciliations across multiple ERPs and business units 🔹 How OneStream's automation and real-time reporting improved transparency and compliance 🔹 The time savings and efficiency gains Ace achieved, from auditability to the AutoRec process 🔹 Why this transformation was a game-changer for both the corporate team and their subsidiaries

If you're ready to learn how a major retailer like Ace Hardware "Ace'd" their account reconciliations, this episode is packed with insights on streamlining finance processes, driving transparency, and leveraging the power of OneStream!

In this episode of the CPM Customer Success podcast, we're continuing our series on OneStream's SensibleML. In this episode, we take a forward-looking approach to the future of finance and the evolving role of the CFO. With AI and OneStream's SensibleML at the helm, the finance office is being transformed into a hub of predictive insights, real-time data, and strategic decision-making.

Join us as we explore how SensibleML is future-proofing finance teams by automating complex processes, enhancing scenario planning, and enabling finance leaders to predict the future with confidence. From real-time forecasting to agile decision-making, we'll break down how AI is reshaping finance operations and positioning CFOs to lead their companies into the future.

In this episode, we cover:

🔹 The role of AI in future-proofing finance operations 🔹 How SensibleML enhances decision-making and forecasting accuracy 🔹 Real-world examples of businesses already benefitting from AI-driven finance 🔹 Key trends pushing finance teams toward AI and machine learning adoption

Discover how to stay ahead of the curve and future-proof your finance office with AI-powered SensibleML.

Tune in and get ready to unlock the full potential of AI in your finance function! 🎧

In this episode of the CPM Customer Success podcast, we're continuing our series on OneStream's SensibleML, describing how SensibleML is revolutionizing Financial Planning & Analysis (FP&A) and demand planning. If you're ready to take your forecasting game to the next level, this episode is for you!

We'll explore how SensibleML enables finance teams to move beyond manual processes and outdated tools, delivering AI-powered insights that help you make smarter, faster decisions. Discover how SensibleML streamlines scenario planning, predicts demand with precision, and optimizes inventory levels—giving your finance team a strategic edge in today's fast-paced world.

In this episode, we cover:

🔹 How SensibleML enhances FP&A processes with real-time insights 🔹 The impact of AI on demand planning and forecasting accuracy 🔹 Real-world examples of companies transforming their planning with SensibleML 🔹 How to future-proof your finance function with SensibleML

Tune in to learn how you can level up your financial forecasting and keep your organization ahead of the competition with OneStream's SensibleML!

In this episode of the CPM Customer Success podcast, we explore the world of SensibleML, OneStream's groundbreaking machine learning solution tailored specifically for finance professionals. Join us as we explore how SensibleML is transforming traditional forecasting and planning processes, making them faster, smarter, and more accurate than ever before.

Whether you're struggling with manual spreadsheets or looking to supercharge your financial forecasting with AI, this episode will show you how SensibleML can streamline your FP&A, improve data accuracy, and empower your team to make better, more informed decisions in real-time—without needing a team of data scientists. Tune in to discover real-world success stories and learn how to bring predictive power into your day-to-day financial processes.

Get ready to see AI in action and take your finance function to the next level!