Principal AI Forward Deployed Engineer

OneStream is a company that empowers finance teams to drive business strategy through advanced technology. The Principal AI Forward Deployed Engineer role focuses on driving AI adoption at strategic enterprise accounts by leveraging finance expertise and AI fluency to advise senior finance stakeholders and ensure measurable ROI from AI implementations.

Responsibilities:

• Serve as the primary strategic advisor to senior finance stakeholders at assigned accounts, owning the AI adoption roadmap from initial deployment through sustained operational ownership
• Participate directly in the design and delivery of AI use cases at assigned accounts, including solution architecture, data pipeline configuration, and implementation oversight — particularly during initial deployment and expansion phases
• Lead adoption and change management strategy for AI-enabled finance processes, ensuring customer organizations can confidently own non-deterministic AI outputs independently
• Design and facilitate executive workshops, business reviews, and readouts that connect AI capabilities to measurable financial outcomes (forecast accuracy, cycle time, process efficiency)
• Engage directly with customer finance and data teams to deliver, validate, and refine AI solutions within the OneStream ecosystem
• Identify and validate expansion use cases within assigned accounts by translating business objectives into actionable AI implementation plans aligned to the SensibleAI product portfolio
• Build 24-36 month AI roadmaps per account, sequencing use cases by business impact, technical feasibility, and organizational readiness
• Partner with Sales and Account Management to position AI expansion opportunities during renewal and upsell cycles, activating revenue from inside the account
• Evaluate cross-functional process and forecasting opportunities that extend AI value beyond single-function deployments
• Shape the FDE engagement model by producing reusable playbooks, engagement templates, adoption benchmarks, and change management frameworks that scale across the program
• Serve as an escalation point within FDE engagements, mentoring other FDE team members and partner resources on complex engagement patterns
• Coordinate with AI Delivery to transition validated solutions into scalable production delivery workflows
• Partner with AI Customer Success & Advisory to support strategic accounts during and after FDE engagement
• Support AI Partner Operations by enabling partners with field-tested patterns, training content, and quality standards
• Channel field learnings, product gaps, and customer signal directly to AI Engineering and Product teams to inform roadmap priorities
• Support strategic sales opportunities by shaping AI solution feasibility, delivery approach, and customer readiness assessment
• Contribute to pre-sale positioning of AI capabilities for qualified accounts, including executive-facing materials and discovery sessions
• Drive measurable outcomes: accelerated time-to-value, expansion ARR, Net Revenue Retention improvement, and durable customer self-sufficiency

Requirements:

• Bachelor's degree in finance, accounting, business, computer science, data science, or relevant combination of education and experience
• 8–15 years of experience in finance transformation, FP&A advisory, CPM/EPM consulting, or enterprise financial software delivery
• 3–5 years of experience with AI/ML concepts applied to financial planning, forecasting, or analytics workflows
• Deep ML engineering expertise is not required; AI fluency and the ability to translate AI outputs into business context is essential
• Demonstrated success leading change management workstreams on ERP, EPM, or financial systems transformation programs
• Experience in customer-facing advisory roles with direct engagement at the C-suite or VP level (CFO, VP FP&A, VP Finance)
• Track record of identifying and activating expansion opportunities within enterprise accounts through trusted advisory relationships
• Experience at a Big 4 firm, Global Systems Integrator, or enterprise software vendor in a finance-focused consulting or advisory capacity
• Direct experience with OneStream, Oracle EPM, SAP BPC/SAC, or comparable CPM/EPM platforms
• Experience building or advising on AI-enabled finance offerings at a consulting firm or software vendor
• Familiarity with the competitive dynamics of vendor selection during Finance Transformation programs
• Prior experience in a Forward Deployed Engineering, solutions consulting, or embedded advisory role
• Experience influencing product roadmaps based on field deployment learnings
• Proficiency in Python and/or C#
• 1-3 years of software engineering experience, with a focus on data science, AI, or machine learning concepts or relevant combination of education and experience
• Strong SQL; data modeling and ETL/ELT; REST APIs, identity/security basics